The trouble with pensions is that once you're up to speed with them they go and change them again, writes Duncan Hannay Robertson CFPCM, co- chairman of East Anglia branch.
The IFP's third exclusive annual Paraplanner conference, sponsored by Seven Investment Management, is taking place on 23 May at Chesford Grange in Kenilworth, Warwickshire.
With advisers now qualified to Level 4, more individuals are looking to take advanced level qualifications such as Certified Financial PlannerCM certification.
What do think your clients might say about you when they meet friends or family following their meeting with you? Are they strong advocates and if so what are they strong advocates of? On the other hand, might they be moaning about having to see their adviser to sort out their pension which seems really expensive for the service they get?
Thames Valley branch members were treated to an analysis of successful investment strategies for a low interest rate environment by Alastair George of Hasley Investment Management LLP.
Fulfilling the minimum annual requirement of ethics CPD can sometimes seem like a challenge. To make things easier for members, the IFP's new programme of CPD workshops includes a day focused on ethics and practice standards.
Promote your vacancy to thousands of professionals on Financial Planning Jobs
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
