The Lancashire and Cumbria June branch meeting was kindly sponsored by Pictet. The presentation from their UK North sales manager Paul Bowen gave an insight into 'global megatrends' and how the impact of these shapes Pictet's investment strategy.
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The 2012 Fellows' Day took place near Evesham on 18 June, chaired by former IFP President Jane Wheeler FIFP CFPCM. There are currently 73 Fellows who have met the standards to reach the pinnacle of the profession.
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The IFP has been interested to see the development of the VouchedFor online search tool, the first website to let users find, rate and review Financial Planners and Advisers.
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Tuesday, 24 July 2012 16:00
Social media users are seeking experts, Chester and North Wales members told
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The May meeting of the Chester and North Wales Branch was a very informative session on the uses and benefits of social media and networking. The presenter was David Rowley of GHC Capital Markets and New Adviser Coach.
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The IFP's second Paraplanner conference in May welcomed over 100 delegates who enjoyed a first class programme of speakers and excellent networking among their peers.
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Tuesday, 24 July 2012 15:55
East Midlands members learn more about wrap and platform selection
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The East Midlands Branch meeting in May was held yet again at the Carriage Hall in Nottingham, reports Branch Chairman Gini Bolton CFPCM of Fiscal Engineers.
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Tuesday, 24 July 2012 15:52
Platform boss Ferguson looks at value of planners contract with clients
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In May, Northern Ireland branch members welcomed David Ferguson, chief executive of platform Nucleus, speaking on: "It's your proposition now - managing your supply chain".
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Tuesday, 24 July 2012 15:51
Scottish conference gains from extra Financial Planning Day with top speakers
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Following the success of the Financial Planning Day earlier this year, a similar event will take place in Edinburgh on Monday 19 November, the day before this year's IFP Scottish Conference.
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'Inspiring Trust' - IFP Conference, 1-3 October, Celtic Manor, South Wales. The conference programme offers a mix of sessions making it a great opportunity to pick up almost 10 hours of structured CPD, some of which will be gap-filling.
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At Close Brothers we see lots of reasons to get excited about working with IFP members.
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Professional Advice Bureau is a company providing bespoke tax and trust planning services for IFP members. Professional Advice Bureau (PAB) has been providing bespoke tax and trust planning services for many years and we work almost exclusively with a network of introducers to provide information to clients who may benefit from our services.
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Just Retirement is a specialist company focused on improving the income of people at or approaching retirement. As the established market leader of enhanced annuities and a leading provider of equity release, we deliver award-winning service to help your clients achieve the best possible retirement income.
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More...
As we approach the Retail Distribution Review later this year, honesty and accountability have never been more in demand.
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For the first time in April, the IFP North East Branch held an all-day meeting, sponsored by JP Morgan and Transact.
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During the summer months, IFP members are invited to stand for election to fill at least two new positions which will become available on the IFP Board.
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Monday, 09 July 2012 16:42
Paraplanner talks to London members about planning best practice
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In May, London branch invited Richard Allum CFPCM to give his perspective on Financial Planning.
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