Suffolk Life is a leading UK Sipp administrator. Operating since 1971, we currently look after 16,500 self- invested plans with assets of £5bn.
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James Hay Partnership, the Sipp, Ssas and wrap provider, continues to work alongside the Institute of Financial Planning and its members to help promote deeper understanding of the marketplace, products and technical issues.
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Tuesday, 29 January 2013 16:04
Essex branch considers five things planners should think about
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Essex branch met in November, welcoming Paul Bayliss and Andrew Surrey of Pershing Adviser Solutions, reports branch chairman Adrian Quick CFPCM.
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Whether or not you use IFP as your Accredited Body to issue your SPS, there are lots of ways that your IFP membership can help you to be more effective in your role in 2013.
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Passing the baton is an appropriate metaphor to use in the closing weeks of 2012 and Dennis Hall used the occasion of his final branch meeting to hand responsibility for the London branch to Claire Menni, who takes over as the new branch chairman.
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The IFP board met on a Sunday and Monday in December for its annual strategy meeting led by President Rebecca Taylor FIFP, CFPCM. The board worked in some detail on the IFP's strategy for both supporting members' needs effectively and
for plans around membership growth in 2013 and beyond.
for plans around membership growth in 2013 and beyond.
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As a result of the IFP's 2013 strategy review meeting, the IFP board has set up a brand new consumer affairs committee.
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Matthew Deeprose, UK sales director at Global Trends investors Dominion, and two intrepid fellow financial professionals are to trek to the North Pole in April 2013 in a bid to raise £1m for Walking with the Wounded and Mission Motorsport.
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Thesis are working together with IFP member firms to build stronger client propositions. While we know that this means different things to different Financial Planners and firms, Thesis' speciality is working with planners to support the development they need.
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Don't go for second best! For 2013, the need for the highest quality, structured and accredited CPD is more important than ever as new regulatory rules apply.
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NHC branch combined ETFs with best practice at its October meeting, with both theoretically dry subjects being treated to a rollercoaster ride of enthusiasm.
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At the final Surrey IFP meeting for 2012 in November, as departing chairman Claire Menni reports, the branch welcomed Nick Clay of BNY Mellon in a mix of rice, spice and investment advice.
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Monday, 07 January 2013 14:15
Chester and North Wales branch looks at younger clients in 'horizontal society'
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At the Chester and North Wales' October meeting, Jeremy Deedes FIFP CFPCM gave an inspirational presentation on "How to deal with a new model client." Jeremy reminded members of how attitudes to money have changed over recent years and to remember this when conducting client meetings.
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Monday, 07 January 2013 14:12
Leeds branch picks VAT as a topical issue at Brook Dobson's last meeting
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When in Autumn 2011 he originally included VAT as the topic for the Leeds branch October 2012 meeting thinking it might make an interesting topic, chairman Andrew Brook Dobson CFPCM had little idea of the developments that were to occur during the year.
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Reflecting back on 2012, it has certainly been a pivotal year for many Financial Planning firms. With preparations for the RDR now all but done and dusted, all retail investment advisers as defined by the FSA should have dealt with gap fill, met the new qualifications requirements and hopefully be the proud owner of a Statement of Professional Standing (SPS).
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Architas is dedicated to providing multi-asset, multi-manager funds of funds for clients in the UK and Europe. Established in 2008, we are committed to open architecture and currently manage assets to the value of more than £7bn.
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