Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong advice firm.
This incident was not an isolated one. In this episode of The Advice Show, reporters Zach Sharif and Nicola Blackburn speak to Kate Shaw, financial planner at Financial Life Planning and Rob Lewis, director at Celtic Financial Planning, who have encountered provider errors that resulted in major client data breaches in recent months.
What is The Advice Show?
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.