Hannah Godfrey
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Going it alone: Victor Sacks explains the highs and lows of starting his own advice business
The Pro Adviser Podcast
Revealed: Lighthouse letter to client admits DB advice 'technical error'
Centred on PPF rules
Leeds-based adviser firm enters liquidation following pension transfer permission loss
Fell into administration this year
Targeting younger clients: Meet the adviser hoovering up 'HENRYs'
It’s The Pro Adviser Podcast
Phoenixing cases referred to FCA total 136
FSCS referred 19
Parmenion investment manager re-joins firm after six months at start-up
At Parmenion for six years
PFS asks members to whistleblow on claims management cowboys
'Weed out rogue ambulance chasers'
December concludes turbulent year for DB transfer values
Roughly 1% eligible consumers transferring
LIBF launches level 4 diploma in paraplanning
‘Professionals in their own right’
Regulatory resolutions and a 'SIPP on the side'… It's The Pro Adviser Podcast
It’s The Pro Adviser Podcast
Sussex advice firm being wound up following SVS Securities British Steel debacle
Caretaker director appointed
Welsh advice firm enters administration after raft of SIPP complaints
14 upheld FOS decisions
FCA hones in on 90 most active firms in DB transfer market
'Stopped' 24 firms in sector
Lumin Wealth makes second adviser acquisition
Acquired London-based firm
Chancellor to 'usher in decade of renewal' in 11 March Budget
Sajid Javid to 'make good' on election commitments
2019: The good, the bad and the ugly
Feelin' lucky, punk?
Birmingham adviser firm goes into default following store pods SIPP advice
Entered administration 30 December
Ex-IFP head Nick Cann receives New Year's honour for stroke work
Raised £120,000
Consolidator Harwood WM to put cash sale offer to shareholders
Company valued at £90m
Three things your clients may call you about this week …
What made financial headlines over the weekend?
Seven suspected cases of phoenixing stopped by regulatory taskforce
Group to meet in 2020
LV= appoints new chief executive
12 month contract
Aberdeen Standard Investments to take over Woodford Income Focus
To be managed by Charles Luke and Thomas Moore
SIPP provider buys ex-PFS president's firm
£65m assets under advice
FCA's system error on DB transfer survey raises questions over data accuracy
320 could be affected
Transact to reduce charges again next year
Buy commission down £100,000
FCA fines first CMC as sector regulator
£70,000 fine
FOS forecasts less pension and investment complaints in 2020/21
More money from levy
PROD-lems and FOS limits: Regulation in 2019
Regulation reloaded
DB drama and SIPP spectacles: A year of retirement advice changes
Retirement reloaded
ASI to review property strategy in wake of M&G suspension - reports
Group will rethink retail exposure
Three things your clients may call you about this weekend…
What made financial headlines over the weekend?
Play our end of year quiz… It's The Pro Adviser Podcast
Merry Quizmas
A generational change: Ethnic minorities in financial services
Postcard Planning and NextGen Planners’ Rohan Sivajoti talks to Hannah Godfrey about how his experience in financial services as an ethnic minority differs from his fathers’, who worked in the sector some 40 years ago...
SJP acquires independent Scottish adviser firm
Business model will not change
Building Society-owned Newcastle Financial Advisers acquires Openwork firm
First of a number of acquisitions
DB transfer values drop in November
TVI lowest in more than a year
M&G Prudential suspends UK Property fund
Following M&G suspension
The ins and outs of the latest fund gating… It's The Pro Adviser Podcast
It’s The Pro Adviser Podcast
Investors flee Standard Life Aberdeen property fund following M&G gating
Outflows topped £31m
Paradigm Norton launches leadership academy with university
Eight employees per year
Openwork partners with Dynamic Planner to deliver client reporting tool
Five-year partnership
FCA register to go down weekend before SM&CR implementation
Back 9am on Monday
