March and April saw many excellent sessions taking place across the IFP branch network.
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Friday, 13 June 2014 15:33
'Generation is incredibly mistrusting of institutions that got us into financial crisis'
Written by James
I was delighted to be invited to be part of Generation Austerity Debate with amongst others Steve Bee, Simon Read and Vivi Friedgut of Blackbullion, writes Chris Williams. Inspired by MRM'S second annual Young Money Report into the attitudes of Britain's twentysomethings – "Generation Austerity", we considered the hopes and fears of a generation that has known almost nothing in their working lives but recession and economic gloom.
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Friday, 13 June 2014 15:27
'Dry as toast' topic turned into something surprisingly informative
Written by James
The one day IFP Conference on Ethics held in London on 1st April was a tremendously helpful and encouraging day, reports Andrew Snowden CFPCM of Snowden Financial.
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People with health and lifestyle issues which could affect their life expectancy deserve more from financial products at retirement. At Partnership, we see retirement differently from the standard providers and use our underwriting expertise to offer you, and your clients, a better deal.
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Friday, 13 June 2014 15:16
IFP corporate member profile: Henderson Global Investors
Written by James
Henderson Global Investors is proud to be a corporate member of the Institute of Financial Planning. Our mission is to be a trusted global asset manager focused on delivering excellent performance and service to clients.
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Tuesday, 13 May 2014 15:15
IFP corporate member profile: Association of Investment Companies
Written by James
The Association of Investment Companies (AIC) adviser website offers detailed information and resources to expand and refresh advisers' planners' and paraplanners' knowledge of closed-ended investment companies.
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NS&I continues to work on modernising our business, with our new banking system allowing your clients to manage their NS&I investments online and by phone. This includes having a 'portfolio view' of their NS&I accounts and investments.
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Over the next 12 months the pensions and retail investment sectors expect to see some of the most sweeping changes for a generation following one of the most radical Budgets in recent years.
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In this edition of Technical Update Jeremy Passmore, a Partner and Head of Private Client for Thomson Snell & Passmore Solicitors in Tunbridge Wells, Kent, looks at trusts and their pivotal role in estate and Financial Planning strategies.
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Paraplanners are an integral part of successful Financial Planning firms, whether in-house or outsourced, and ensuring they have the opportunity to develop the skills and knowledge to deliver excellence in client service is essential.
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