Philippa Hann's guest appearances

Philippa Hann

The Retirement Café Podcast

PFS Power Podcast

Retirementals

OwlTail

You can’t have failed to hear about the DB pension transfer mis-selling scandal that affected many ex-British Steele workers or missed the numerous pension and investment mis-selling cases that have hit the headlines in recent years. Philippa is a lawyer and partner in the financial services litigation team at Clarke Willmott, where she specialises in the mis-selling of investment products and negligent investment advice. Philippa has significant experience in acting for and against financial advisers in consumer complaints that have been made to the Financial Ombudsman. And her biggest project to date is working on behalf of around 1000 British Steel workers who were advised to transfer out of their British Steel final salary scheme. In this conversation Philippa shares her experience of working with those affected by the British Steel scandal. We also discuss how the financial services compensation scheme works, what to look out for if you feel you’ve received negligent advice, and the benefits of taking advice versus going solo.

You can’t have failed to hear about the DB pension transfer mis-selling scandal that affected many ex-British Steele workers or missed the numerous pension and investment mis-selling cases that have hit the headlines in recent years. Philippa is a lawyer and partner in the financial services litigation team at Clarke Willmott, where she specialises in the mis-selling of investment products and negligent investment advice. Philippa has significant experience in acting for and against financial advisers in consumer complaints that have been made to the Financial Ombudsman. And her biggest project to date is working on behalf of around 1000 British Steel workers who were advised to transfer out of their British Steel final salary scheme. In this conversation Philippa shares her experience of working with those affected by the British Steel scandal. We also discuss how the financial services compensation scheme works, what to look out for if you feel you’ve received negligent advice, and the benefits of taking advice versus going solo.

136 Seeking compensation for negligent financial advice, with Philippa Hann

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

Abraham and Philippa delve into the details about: <ul> <li>Philippa’s career to date and the responsibilities of her role in litigation at Clarke Willmott</li> <li>The British steel situation and what can be taken from it</li> <li>Pension transfers: The most common reasons advisers trip up</li> <li>The Financial Ombudsman and the most common industry failings</li> <li>PI cover: Is what’s offered to advisers woefully inadequate?</li> <li>DFMs: How they often prove to be popular amongst advisers</li> <li>Philippa’s approach to retirement and what her portfolio looks like</li></ul>

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...

David Scarlett, The Soul Millionaire, talks to Philippa Hann, Head of Financial Services, Clarke Willmott.Key learning points:-Why assuming that you know your people and your clients is such a dangerous leadership stance.    -How to create a team where everybody has a voice … and the best ideas emerge from every level of the team.    -The one question that highlights whether the culture you’re creating will attract the highest calibre of people to your team.    -Three pointers to becoming an Inspiring Leader.

David Scarlett, The Soul Millionaire, talks to Philippa Hann, Head of Financial Services, Clarke Willmott. Key learning points: -Why assuming that you know your people and your clients is such a dangerous leadership stance. -How to create a team where everybody has a voice … and the best ideas emerge from every level of the team. -The one question that highlights whether the culture you’re creating will attract the highest calibre of people to your team. -Three pointers to becoming an Inspiring Leader.