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Associate Director, Shona Barr, comments on the benefit of multiple professional advisers working together to provide cohesive planning for the more complex needs of high-net worth clients, in a feature in Professional Adviser.
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By Progeny
17th June 2024
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Head of HR, Rebecca Dixon, looks at why the latest workplace trend dubbed the ‘The Big Stay’ does not have to mean that employees stand still in their careers, in an article for Finance Digest.
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By Progeny
14th June 2024
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Chartered Financial Planner, Victoria Ross, talks about taking retirement income flexibly, in this Interactive Investor feature exploring income drawdown.
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By Progeny
13th June 2024
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Director of Risk at Progeny, Darren Mead, comments on evolving risk of AI in the BDO Global Risk Report 2024.
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By Progeny
8th June 2024
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Chief Operating Officer, Tim Gillman, considers how firms can help bring their people along on their digital transformation journey, in an article for Professional Adviser.
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By Progeny
7th June 2024
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Featuring on the Adviser 3.0 podcast, Caroline Hawkesley, UK Managing Director of Progeny, discusses her journey in financial services and the growth of Progeny.
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By Progeny
5th June 2024
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Director of Investment at Progeny Asset Management, Craig Melling, comments on the latest trends in model portfolio services, in a feature in Citywire New Model Adviser.
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By Progeny
4th June 2024
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Chartered Financial Planner, James Batchelor, gives his views on how advisers can support small business owners, in a feature in FTAdviser.
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By Progeny
3rd June 2024
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Client Executive, Ben Browne, is featured in Professional Adviser’s Feel Good Friday blog for his one day run across Wales in aid of Dementia UK.
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By Progeny
31st May 2024
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Head of HR at Progeny HR Consultancy and Advice, Rebecca Dixon, outlines some steps that businesses can take to prepare for The Worker Protection Act in an article for the Lancashire Times.
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By Progeny
28th May 2024
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Chief Commercial Officer, Rob Aberdein, considers if a motion to exclude alternative business structures from operating in Scotland is motivated by what is best for clients in his latest column for The Scotsman.
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By Progeny
20th May 2024
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Director of People, Kellie Plummer, outlines three levers for businesses to address the underlying issues contributing to a gender pay gap, in an article for WeAreTheCity.
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By Progeny
6th May 2024

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