Adviser 3.0: The Podcast

Ep 18 – Philippa Hann dives into nitty gritty of the British Steel situation and the complexity of PI cover, including her own insight as a litigator for the Ombudsman...

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Abraham and Philippa delve into the details about:

  • Philippa’s career to date and the responsibilities of her role in litigation at Clarke Willmott
  • The British steel situation and what can be taken from it
  • Pension transfers: The most common reasons advisers trip up
  • The Financial Ombudsman and the most common industry failings
  • PI cover: Is what’s offered to advisers woefully inadequate?
  • DFMs: How they often prove to be popular amongst advisers
  • Philippa’s approach to retirement and what her portfolio looks like
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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