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2plan

2plan volunteers scale Yorkshire Three Peaks to raise £56,000

Your profession

2plan volunteers scale Yorkshire Three Peaks to raise £56,000

25 miles in 12 hours

clock 29 September 2021 • 1 min read

Charging

'Flabbergasted' IFA receives £10m commission in error

The "flabbergasted" boss of a national IFA has revealed the business received an unexpected 200,000% increase in a fee payment from a provider following an accounting gaffe.

clock 11 May 2015 •

Regulation

Sesame wind-down: Rival network appeals to burnt advisers

Rival network appeals to burnt advisers

clock 23 April 2015 •

Your profession

2plan in takeover talks with 'large' firms

IFA network 2plan is in renewed takeover talks with "large" adviser businesses following two failed acquisitions last year.

clock 16 March 2015 •

Your profession

2plan CEO Chris Smallwood: You get the network you pay for

Networks don't collect enough money from their advisers to maintain sufficient systems and controls, which means they can only go one way - down, according to the chief executive of IFA network 2plan.

clock 11 March 2015 •

Income

National IFA 2plan won't offer small pot drawdown advice

Advisers should shy away from clients eager to cash in their pension pots and bear in mind annuities are "still key to the advice process" for pots worth £30,000 to £100,000, said 2plan chief executive Chris Smallwood.

clock 03 March 2015 •

Your profession

Ex-Sesame advisers flock to Simplybiz

Support services provider Simplybiz has said it has taken on more than 50 former Sesame advisers this year, as the firm announced its best annual start since 2008.

clock 14 July 2014 •
National IFA chief calls for end to advice 'middle ground'

RDR

National IFA chief calls for end to advice 'middle ground'

Chris Smallwood, the chief executive of Openwork-owned national IFA 2plan, has called on the regulator to crack down on what he said were 'misleading' terms used by some restricted advice firms to describe their services.

clock 03 March 2014 •
SFO Harlequin probe 'ongoing' as investors pursue IFAs

Investment

SFO Harlequin probe 'ongoing' as investors pursue IFAs

The Serious Fraud Office (SFO) has said it, together with Essex Police, is continuing to investigate complaints into troubled overseas property company Harlequin.

clock 23 October 2013 •

Investment

Investors pursue two national IFAs over 'faulty' advice on £312k CI payout

A couple is pursuing national IFA firms Positive Solutions and 2plan Wealth Management for what they claim was negligent advice to invest in high risk unregulated investments - including using money they had received from a critical illness (CI) payout....

clock 10 October 2013 •
12
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01

Progeny acquires international advice business The Fry Group

28 June 2022 • 2 min read
02

FSCS investigates IFA with links to multi-asset fund subject to SFO probe

30 June 2022 • 1 min read
03

AFM Wealth secures £5.3m acquisition war chest

28 June 2022 • 2 min read
04

Transfer values continue to fall in May - XPS

27 June 2022 • 2 min read
05

Latest pensions dashboard consultation 'missing the point'

28 June 2022 • 4 min read
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