Following on from last year’s highly successful Financial Planning Week campaign, the IFP is again leading the way to help consumers improve their financial “fitness” with its fifth annual campaign.
Suffolk Life is one of the UK’s leading providers and administrators of self-invested personal pensions (SIPPs). We were established in 1971 and have used our experience and knowledge to build up a centre of SIPP investment excellence.
Hornbuckle Mitchell has long been a firm supporter of the IFP and we are delighted to be entering our second year as a sponsor after enjoying a fruitful 2011.
Full house at IFP Manchester branch hears from expert on power of referrals
Don't deleteHighlighting his overriding principle towards referrals and prospecting, ‘it is silly not to ask’, respected referrals expert Matt Anderson posed a number of questions for delegates at the IFP Manchester branch meeting.
South Wales sees a record number of attendees for new meeting format
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The first South Wales branch meeting took place in February at a new venue at Brewin Dolphin’s Cardiff office to house a record number of attendees, new quarterly meeting format and an excellent line up of speakers.
Working with elderly clients on the agenda at Northern Home Counties
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Northern Home Counties branch met in February to look at issues linked to working with elderly clients. Martin Hill and Ruth Markham from local legal firm Tollers talked delegates through the structure and issues around Powers of Attorney, including the time it takes to register one.
Surrey IFP branch members learn more about business growth and cashflow
Don't deleteThe second Surrey branch meeting of the year took place on 28 February in Guildford. Delegates enjoyed two sessions, the first on the topics of business growth and questions to ask a private banking partner and second on maximising the value of cashflow modelling and working effectively with Paraplanners.
Art and Science of Financial Planning workshop returns to Oxford Belfry
Don't deleteThe biannual Art and Science of Financial Planning workshop returns on 28-29 June to the Oxford Belfry.
The IFP has been actively involved in supporting the launch of the Question of Trust campaign, the brainchild of Shane Mullins from Fiscal Engineers Ltd, an Accredited Financial Planning FirmTM based in Nottingham.
Following the success of the Institute of Financial Planning’s first Paraplanner conference in 2011, the conference returns this year on Thursday 24 May.
A record attendance for the Northern Home Counties met in Milton Keynes in January to welcome David Patterson of db X-trackers to talk about ETFs.
Lancashire & Cumbria branch unravel intricacies of pensions and IHT
Don't deleteIn January, the Lancashire and Cumbria branch took a lively and informative look at pensions and inheritance tax.
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In January, Essex branch welcomed Jon Pittham of ‘Clients First’ on the subject of ‘moments of truth’.
Since its launch back in 2008, the David Norton Award has firmly established itself as the “one to win” when it comes to the plethora of awards that exist across the Financial Planning profession.
In January, the IFP’s Kent & Sussex Branch enjoyed a presentation from John Dashfield of Dashfield Coaching and Development entitled 'How to get far more done with far less stress'.
In last month’s edition of Financial Planner, we took a look at why your firm should join the growing number of Accredited Financial Planning FirmsTM. This month, we look more at the “who” as well as the “how”.