Friday, 13 June 2014 15:36

Diligently doing due diligence among branch topics

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March and April saw many excellent sessions taking place across the IFP branch network.
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.
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.
Friday, 13 June 2014 15:22

IFP corporate member profile: Partnership

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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.
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.
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.
Tuesday, 13 May 2014 15:13

IFP corporate member profile: NS&I

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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.
Tuesday, 13 May 2014 15:01

Key pension reform dates in the coming year

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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.
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.
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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