Next month sees the sixth annual Financial Planning Week campaign organised by the IFP. The campaign aims to help raise awareness of Financial Planning and the benefits of professional advice directly with consumers across the UK.
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Wednesday, 16 October 2013 15:50
IFP president: We should all be proud of IFP Conference 2013
Written by James
The recent IFP conference, an event for us all to be proud of, marked the first year of my Presidency which has just flown by. I have experienced so much more than I would have imagined only a year ago as I explained to delegates in my conference speech.
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It is with considerable sadness that the IFP will be saying farewell to education director Sue Leech who will be leaving the organisation shortly, following three years in the post.
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Thursday, 02 January 2014 15:41
Shining best of the best - IFP award winners deserve praise
Written by James
While the IFP Conference is well known for providing challenging yet relevant sessions as well as unrivalled networking opportunities, it's also the time when the Financial Planning profession can reward those who have achieved particular success through winning awards.
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With consolidation and regulatory change under way the Sipps sector could be see radical changes.
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Insight & Analysis
Tuesday, 31 December 2013 15:40
Technical Update: Measuring Financial Planners' business effectiveness
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Business efficiency and effectiveness are crucial for any Financial Planning firm which wants to stay in business and keep ahead of the pack.
But where to start? How can you measure business effectiveness in a Financial Planning firm?
We asked leading business consultant Brett Davidson, chief executive of FP Advance, to give us his top 10 tips to measure business effectiveness.
We asked leading business consultant Brett Davidson, chief executive of FP Advance, to give us his top 10 tips to measure business effectiveness.
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Tuesday, 31 December 2013 14:32
Real life case study: Ian Thomas of Pilot Financial Planning
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Ian Thomas CFPCM helps a successful young couple, who run a growing business, to put their financial house back into balance and plan ahead for their young family and life tomorrow.
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Monday, 30 December 2013 16:56
My Business: Santorini Financial Planning, Leicester
Written by James
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and
the story of how they built their company. This issue we talk to Matthew Walne who set up Santorini Financial Planning in Leicestershire in 2011.
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In July, the 2013 IFP membership survey was carried out online. As IFP communications director Sue Whitbread reports, the survey results help form the basis of our strategic planning for 2014.
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Friday, 27 December 2013 16:42
Paraplanner Zone – IFP invites Paraplanners to get involved
Written by James
As part of the facelift given to the IFP website over the summer months, the IFP has introduced the Paraplanner Zone to the membership section of the site, reflecting its strong interest in supporting the needs of the growing Paraplanner community.
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