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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
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      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
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      Women in Financial Advice Awards 2021

      Professional Adviser and Retirement Planner are proud to host the 2021 Women In Financial Advice Awards, which will celebrate the achievements of women working within the financial advice community and also the broader financial services sector.

      • Date: 07 Oct 2021
      • The Brewery, London
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  • Trending now
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Hannah Godfrey

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Articles by Hannah Godfrey

Women miss out on 'value of advice' despite daily money worries - Fidelity
  • Your profession
Women miss out on 'value of advice' despite daily money worries - Fidelity

Young men more likely to seek advice than young women

  • 13 July 2020
Unregulated introducer appeals High Court judgment; also applies for judge to be recused from case
  • Your profession
Unregulated introducer appeals High Court judgment; also applies for judge to be recused from case

Millions invested

  • 13 July 2020
DFM on considering changing investment strategies post-Covid
  • Your profession
DFM on considering changing investment strategies post-Covid

It’s The Pro Adviser Podcast

  • 10 July 2020
Structured products 'an accident waiting to happen' for many retirees - 7IM
  • Retirement
Structured products 'an accident waiting to happen' for many retirees - 7IM

Chanced products are 'underwater'

  • 09 July 2020
Summer economic update: Sunak confirms stamp duty holiday in 'mini-Budget'
  • Mortgages
Summer economic update: Sunak confirms stamp duty holiday in 'mini-Budget'

Mini Budget

  • 08 July 2020
SimplyBiz launches buy-out scheme for member firms
  • Your profession
SimplyBiz launches buy-out scheme for member firms

Ex-Sanlam CEO appointed to run Horizon

  • 07 July 2020
Replacement STAR chair revealed following McPhail's industry exit
  • Your profession
Replacement STAR chair revealed following McPhail's industry exit

McPhail left in June

  • 07 July 2020
Fairstone adds Surrey advice firm in seventh deal of 2020
  • Your profession
Fairstone adds Surrey advice firm in seventh deal of 2020

Gained £1.2bn FUM in 2020

  • 07 July 2020
Why ESG funds are more than just a 'woke fad'
  • Investment
Why ESG funds are more than just a 'woke fad'

It’s The Pro Adviser Podcast

  • 03 July 2020
Suffolk adviser acquires Norwich firm's employee benefits division
  • Your profession
Suffolk adviser acquires Norwich firm's employee benefits division

Eight staff joining

  • 02 July 2020
Liberty SIPP court date set for September
  • Retirement
Liberty SIPP court date set for September

2,000 former clients written to

  • 01 July 2020
FCA wins legal battle against unregulated pension introducers Avacade and Alexandra Associates
  • Retirement
FCA wins legal battle against unregulated pension introducers Avacade and Alexandra Associates

£91m invested

  • 30 June 2020
Growing consolidator IWP acquires south west firm in fifth acquisition of 2020
  • Your profession
Growing consolidator IWP acquires south west firm in fifth acquisition of 2020

£70m AUA

  • 30 June 2020
Kettering firm seeks 25% staff expansion amid pandemic
  • Your profession
Kettering firm seeks 25% staff expansion amid pandemic

£10,000 on each trainee

  • 29 June 2020
FCA to send second in-depth marketwide DB questionnaire imminently
  • Regulation
FCA to send second in-depth marketwide DB questionnaire imminently

30 days to answer

  • 29 June 2020
Charles Stanley hires ex-Brown Shipley CEO to newly created role
  • Your profession
Charles Stanley hires ex-Brown Shipley CEO to newly created role

Emphasis away from London

  • 29 June 2020
'If we raise standards, we'll go from industry to profession' - NextGen's Sivajoti
  • Your profession
'If we raise standards, we'll go from industry to profession' - NextGen's Sivajoti

It's The Pro Adviser Podcast

  • 26 June 2020
Consolidator Kingswood doubles advice business with £18m Yorkshire IFA acquisition
  • Your profession
Consolidator Kingswood doubles advice business with £18m Yorkshire IFA acquisition

Paid £17.75m

  • 25 June 2020
Cyber attack: L&G suspends ties with MorganAsh over medical data incident
  • Your profession
Cyber attack: L&G suspends ties with MorganAsh over medical data incident

Investigation launched

  • 24 June 2020
Adviser ignored client who took complaint to ombudsman
  • Your profession
Adviser ignored client who took complaint to ombudsman

Three recent complaints

  • 23 June 2020
SJP partner discusses how the advice giant helped set up her own business
  • Your profession
SJP partner discusses how the advice giant helped set up her own business

It's The Pro Adviser Podcast

  • 19 June 2020
Gen Xers suffering with inadequate pensions savings and investments
  • Retirement
Gen Xers suffering with inadequate pensions savings and investments

Just 5% on track

  • 19 June 2020
FCA permanently bans marketing of mini-bonds
  • Regulation
FCA permanently bans marketing of mini-bonds

Millions lost already

  • 18 June 2020
FCA sounds alarm on equity release advice
  • Mortgages
FCA sounds alarm on equity release advice

'Tick-box exercise'

  • 17 June 2020
Adviser firms still falsely listing Chartered status on Unbiased directory
  • Your profession
Adviser firms still falsely listing Chartered status on Unbiased directory

Confusion over corporate and individual status

  • 17 June 2020
Consolidator Independent Wealth Planners makes ninth acquisition
  • Your profession
Consolidator Independent Wealth Planners makes ninth acquisition

Brings aboard DFM

  • 16 June 2020
Tatton AM works with a third more advisers in 2019/20
  • Your profession
Tatton AM works with a third more advisers in 2019/20

Annual results 2019/20

  • 16 June 2020
LV= considering selling remaining pensions and insurance business
  • Your profession
LV= considering selling remaining pensions and insurance business

LV= is exploring the sale of its remaining life and pensions operations, Sky News has reported.

  • 12 June 2020
Negative inflation from Covid-19 'could see the end of the triple lock'
  • Retirement
Negative inflation from Covid-19 'could see the end of the triple lock'

Tory manifesto pledged triple lock would stay

  • 12 June 2020
Rory Percival on where advisers are going wrong with DB transfers
  • Your profession
Rory Percival on where advisers are going wrong with DB transfers

It's The Pro Adviser Podcast

  • 12 June 2020
Chartered FP and DFM join forces to create Bowmore Wealth Group
  • Your profession
Chartered FP and DFM join forces to create Bowmore Wealth Group

£350 AUA

  • 11 June 2020
Tilney's sports star advice arm hires former Aston Villa and Manchester United footballers
  • Your profession
Tilney's sports star advice arm hires former Aston Villa and Manchester United footballers

40% footballers face bankruptcy five years post-retirement

  • 10 June 2020
Advisers sceptical of ongoing DB transfer advice profitability
  • Retirement
Advisers sceptical of ongoing DB transfer advice profitability

Advisers to do less DB business

  • 10 June 2020
DB transfer values bounce back to near 2019 highs - XPS
  • Retirement
DB transfer values bounce back to near 2019 highs - XPS

More members transferring

  • 09 June 2020
The lang cats adds AKG ratings to platform due diligence tool
  • Platforms
The lang cats adds AKG ratings to platform due diligence tool

Following feedback

  • 09 June 2020
Growing consolidator IWP snaps up London firm in eighth acquisition
  • Your profession
Growing consolidator IWP snaps up London firm in eighth acquisition

Eighth 'hub'

  • 09 June 2020
PFS extends education programme following positive feedback
  • Your profession
PFS extends education programme following positive feedback

900 PFS members signed up

  • 08 June 2020
Quilter's Lighthouse continues to give DB transfer advice despite FCA investigation
  • Your profession
Quilter's Lighthouse continues to give DB transfer advice despite FCA investigation

Facing more than 40 complaints

  • 08 June 2020
Behavioural economics and building client trust during Covid-19
  • Your profession
Behavioural economics and building client trust during Covid-19

It's The Pro Adviser Podcast

  • 05 June 2020
More than 700 adviser firms gave up pension transfer permissions during FCA probe
  • Retirement
More than 700 adviser firms gave up pension transfer permissions during FCA probe

Suitability improved

  • 05 June 2020
FCA bans contingent charging on DB transfers
  • Regulation
FCA bans contingent charging on DB transfers

Ban considered since March 2018

  • 05 June 2020
FCA's Megan Butler gives punchy warning on phoenixing and 'lifeboating'
  • Regulation
FCA's Megan Butler gives punchy warning on phoenixing and 'lifeboating'

PIMFA Virtual Fest

  • 04 June 2020
Adviser furlough scheme useage to be probed in mandatory FCA Covid-19 survey
  • Regulation
Adviser furlough scheme useage to be probed in mandatory FCA Covid-19 survey

Mandatory survey

  • 03 June 2020
FOS receives hundreds of advice complaints about events more than 15 years ago
  • Your profession
FOS receives hundreds of advice complaints about events more than 15 years ago

FOS complaints data 2019/20

  • 03 June 2020
Advisers predicting 'business as usual' post-pandemic
  • Your profession
Advisers predicting 'business as usual' post-pandemic

One in 25 sought advice for the first time

  • 02 June 2020
Local adviser podcast celebrates one year anniversary
  • Your profession
Local adviser podcast celebrates one year anniversary

Produced weekly

  • 01 June 2020
AFH cuts dividend in response to coronavirus
  • Your profession
AFH cuts dividend in response to coronavirus

Income from advice fees down

  • 01 June 2020
Is it time to review the risks of DB transfer advice?
  • Your profession
Is it time to review the risks of DB transfer advice?

It’s The Pro Adviser Podcast

  • 29 May 2020
234
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