70 DB transfers later: How one South Wales firm sorted its PI renewal
Despite challenges
There is no doubt that advisers are continuously finding the pressure of professional indemnity (PI) renewal a problem as prices rise and confidence steadily sinks. Here Sophie King talks to one firm that has successfully renewed its full PI cover with DB transfers proving no barrier...
Leabold Financial Management, based in South Wales, has recently achieved full renewal of its PI insurance, despite completing 70 defined benefit (DB) transfers, which has proven to be an obstacle for...
More on Your profession
Adviser vents frustration as Now: Pensions declines detailed Letter of Authority
Despite relevant information supplied
ITN-produced Financial Wellbeing show goes live
Co-produced with PFS
Lee Fisher: Why we decided to outsource our investment proposition
'Spent 18 months agonising'
Not yet 30 and buying out his firm: Award-winner Alex Johnston's financial planning journey
Cherry Reynard talks to New Talent Awards 2020 Financial Adviser of the Year Alex Johnston, who tells the story of his so-far short but unique career...
Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal
Confirmed intentions in May
More news
Nick Eatock: Managing client 'digital fatigue' during lockdown
'Omnichannel' engagement
ASH plans 'quality over quantity' growth after Network Direct rescue
Will grow network by offering a bespoke service
Higher rate taxpayers face pension pot 'dent' under rumoured 25% flat rate relief
Basic rate taxpayers better off
Adrian Boulding: SSAS advantages in 10 key points
Getting SSAS-y
Adviser vents frustration as Now: Pensions declines detailed Letter of Authority
Despite relevant information supplied
