Pershing Limited, a BNY Mellon company, has been providing a comprehensive range of business solutions to financial companies in Europe for 25 years.
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Taking place at 4.30pm on Monday 1 October at the Beaumaris suite, Celtic Manor Resort, Newport, South Wales, is the 2012 Annual General Meeting for IFP members.
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Financial Planning Week 2012 is the campaign organised by the IFP and its members to raise awareness of Financial Planning directly with consumers.
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Wednesday, 26 September 2012 11:11
IFP encourages ideas from members for 2013 events schedule
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Planning at IFP HQ is well under way for the 2013 programme of events.
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In July, the annual online IFP membership survey was carried out. As IFP Communications Director Sue Whitbread reports, the feedback is essential as part of IFP's strategic planning to deliver the best possible service for members.
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Wednesday, 26 September 2012 11:07
Welsh Assembly member tells South Wales of business growth opportunities
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South Wales welcomed a strong crowd of both members and non- members at Brewin Dolphin's Cardiff office to witness an eclectic and relevant line up of speakers in June.
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Wednesday, 26 September 2012 11:05
South West branch members discover the power of the 'Apple Effect' on clients
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A good turn-out for the July meeting came to listen to David Scarlett, author of Soul Millionaire, speak about 'The Apple Effect' and delivering beyond customers' expectations, reports branch chairman Pete Matthew CFPCM.
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Wednesday, 26 September 2012 11:03
VCO Global's John Niland gives Essex branch members the 'Courage to Ask'
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The Essex branch meeting in July welcomed John Niland of VCO Global as its guest speaker.
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Wednesday, 26 September 2012 11:01
Surrey branch looks at how members can add value to client relationships
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At their last meeting before the summer break, the Surrey branch welcomed faces new and old (in terms of a long history of attendance - no comment on their years on earth!), reports branch chairwoman Claire Menni.
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Birmingham branch welcomed Neil MacGillivray, head of technical support from James Hay, in June. Neil highlighted changes in the 2012 budget and how this affects clients, as well as other tax changes and items of interest to planners.
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This year's IFP Annual Conference from 1-3 October looks set to follow the sell-out success of Conference 2011 when delegate and Paraplanner numbers topped 370.
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If you ask us, it is absolutely vital that consumers get the Financial Planning advice they need. That's why we're right there when it comes to supporting and developing Financial Planners and Advisers. It's also why we're so proud to be working with the Institute of Financial Planning as a sponsor.
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For the past few years Prudential has been proud to be an annual sponsor of the Institute of Financial Planning.
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Tuesday, 21 August 2012 13:58
Last chance to enter the 2012 Financial Planner of the Year awards
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The ideal way to demonstrate to your clients, both existing and prospective, that you're a leader in this profession is by winning one of its most prestigious awards.
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Branch chairmen do a fantastic job in providing local facilities for IFP members right around the UK. They do this on a voluntary basis, to give something back to the profession and help others to learn and develop their skills.
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Designing and delivering a profitable fee approach for member firms, particularly in the light of RDR, was the topic under discussion at the June meeting of the Thames Valley branch.
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