Hannah Godfrey
Follow Hannah Godfrey
Articles by Hannah Godfrey
FCA issues data request to 65 advisers over Rolls-Royce DB pension scheme
Rolls-Royce to cut 9,000 jobs
Walker Crips acquires client book of adviser MA Heap
Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.
Sudden fund closure takes majority investor adviser by surprise
Marlborough BDM did not know
Fairstone snaps up Essex firms in ninth 2020 acquisition
More to come before year end
FCA censures Aviva for 2018 misleading market announcement
Cost Aviva £7m
MP responds to adviser worries over sophisticated 'Prudential' scam
Contacted Minister for State and Security
The tricky triple lock and Chase de Vere's ombudsman run-in
It's The Pro Adviser Podcast
Hargreaves Lansdown remains slowest on pension transfers - Origo
NFU Mutual the fastest
Openwork: People who have lost finance jobs should retrain in advice sector
150 trained in 2020
Insistent client DB transfer ends in FOS complaint against Chase de Vere
Transfer did not proceed
State pension to rise 2.5% with triple lock in 2021/22; lifetime allowance up 0.5%
2.5% widely expected
Covid-19 likely to trigger triple lock's 2.5% fail-safe
Basic state pension increased 41% since policy inception
'Crisis' warning as 70% of self-employed are not saving into a pension
'Sleepwalking into retirement misery'
Advisers thinking of selling their business should do so before 2021 budget - M&A specialist
Tax changes on the horizon
'Old energy is not dead - but growth opportunities are in new energy'
It’s The Pro Adviser Podcast
CISI appoints four new board members
Board meets five times per year
Advisers urged to complete directory data submission before Christmas
Data live from December
DB transfers falter as potential scam activity rockets - XPS
Members struggling to find suitable adviser
Advisers must make clear ESG investing is not chosen for financial returns - lawyer
'Lots of compliance needed'
Andy Bell writes to new FCA chief over 'wrecking ball' investment pathways policy
‘Fundamentally flawed’
Watch: Millennial Money ESG special on impact investing
Mini documentary
National IFA Lucas Fettes acquires Suffolk-based Chartered FP
Eastern region strengthened
'Some advisers may have earned £80,000 a day from steelworker transfers' - lawyer on poor advice
It’s The Pro Adviser Podcast
PA360 Digital: 'DB suitability reports should be 90% personalised' - Percival
Suitability reports area of failing
Chancellor Rishi Sunak says triple lock is safe despite record recession
GDP 21.8% smaller than 2019
IFA saves client £150,000 after close shave with sophisticated 'Prudential' scam
'Just about believable'
Curtis Banks acquisition of Talbot and Muir to complete this month
Recently acquired Dunstan Thomas
Financial Planning Week 2020 kicks off
Free sessions offered
FCA opens applications for Covid-19 regulatory sandbox
Scams prevention given weight
'For 10 weeks it was pretty dark' - Ian Else discusses launching his planning business in 2020
It’s The Pro Adviser Podcast
Covid-19 pandemic hits advice sector as planners report 20% revenue drop - research
Smaller firms hardest hit by pandemic
FOS complaints data: Aviva tops list on pension gripes
Banks take crown for investment complaints
Adviser Home releases marketing guide for business owners
Distance not a barrier
FCA retirement data raises concerns over long-term sustainability of pension payments
Many retirees taking 8%
Royal London enters equity release market via partnership with Responsible Life
To offer multiple products
Former footballer on advising professional sports stars
It’s The Pro Adviser Podcast
FCA tells financial firms to work from home as pandemic rumbles on
Follows govt advice
FCA declines to say if pension freedoms were a 'mistake'
Annual public meeting
Autumn Budget cancelled amid Covid-19 crisis - reports
Winter Economic Plan to go ahead
FCA bans adviser after promoting £2.3m fraudulent schemes
21 investors lost money
Raymond James opens Watford branch
Fox to lead branch
NS&I to reduce some interest rates to almost nought from 24 November
'In line with banks and building societies'
Consolidator IWP acquires Hove firm marking ninth 2020 acquisition
14th overall acquisition
Why writing to MPs won't fix the FSCS levy - but writing to the Treasury Select Committee just might
It’s The Pro Adviser Podcast
Kingswood Holdings acquires Surrey IFA
67-strong advisory team