Articles

  • Oct 25, 2023 | professionaladviser.com | Hope William-Smith

    In last week's PA Asks, 69% of respondents agreed with the statement, ahead of 18% who disagreed and 13% who were unsure. One pundit said: "The signals from the FCA seem to be that they do not trust smaller firms and it would make their life a whole lot easier if there were a few huge corporates.

  • Oct 24, 2023 | professionaladviser.com | Hope William-Smith

    The actuarial consultancy's DB redress tracker shows rising gilt yields are behind the falling levels of compensation available this year. OAC's tracker followed the example of an individual who left their final salary arrangement in 2018, aged 50, with a pot value of £10,000 per annum. A compensation claim for this made in Q1 2022 would have meant the individual was eligible for £165,000.

  • Oct 23, 2023 | professionaladviser.com | Hope William-Smith

    Firm has not been authorised by the FCA since November 2021A financial advice firm in Stafford has been declared in default by the Financial Services Compensation Scheme almost two years on from losing Financial Conduct Authority (FCA) authorisation. The lifeboat fund confirmed Retirement Direct has gone into default in a statement on Friday (20 October). The firm was formerly known as Read Independent Financial Advisers between 1999 and 2011 but was rebranded after that.

  • Oct 23, 2023 | professionaladviser.com | Hope William-Smith

    Rookes was appointed chair at TPO in December 2021 after spending two years in the position of interim chair. She is noted on the retail side of the market for leading an independent review of communications and support provided to British Steel Pension Scheme members during the 2017/18 pension restructuring exercise.

  • Oct 23, 2023 | professionaladviser.com | Hope William-Smith

    On Tuesday, the £5.6bn firm announced a complete overhaul of its fee structure, one which seems to have led to a tonne of confusion across the industry. Will it only benefit new clients? How are existing clients impacted? What about advisers? The move comes as a surprise to us all given outgoing chief executive Andrew Croft has vehemently defended firm's infamous approach to charging over the years.

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Hope Coumbe
Hope Coumbe @hopecoumbe
8 Jul 24

https://t.co/8jgwQ2i09j

Hope Coumbe
Hope Coumbe @hopecoumbe
15 May 24

It’s a beautiful morning in Dorking as the @Profadviser team gets ready to welcome advisers to our second annual Management Retreat! https://t.co/6agkdIdCft

Hope Coumbe
Hope Coumbe @hopecoumbe
15 Dec 23

WFH Australia edition 😎 https://t.co/DuID3kHoHC