People with health and lifestyle issues which could affect their life expectancy deserve more from financial products at retirement. At Partnership, we see retirement differently from the standard providers and use our underwriting expertise to offer you, and your clients, a better deal.
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Friday, 13 June 2014 15:16
IFP corporate member profile: Henderson Global Investors
Written by James
Henderson Global Investors is proud to be a corporate member of the Institute of Financial Planning. Our mission is to be a trusted global asset manager focused on delivering excellent performance and service to clients.
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Tuesday, 13 May 2014 15:15
IFP corporate member profile: Association of Investment Companies
Written by James
The Association of Investment Companies (AIC) adviser website offers detailed information and resources to expand and refresh advisers' planners' and paraplanners' knowledge of closed-ended investment companies.
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NS&I continues to work on modernising our business, with our new banking system allowing your clients to manage their NS&I investments online and by phone. This includes having a 'portfolio view' of their NS&I accounts and investments.
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Paraplanners are an integral part of successful Financial Planning firms, whether in-house or outsourced, and ensuring they have the opportunity to develop the skills and knowledge to deliver excellence in client service is essential.
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The seventh UK Financial Planning Week takes place from Monday 24 November. All IFP members are asked to consider how they can get involved this year in this powerful consumer awareness campaign.
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And breathe..... So another tax year ends, but is it a stressful occasion or do the 2 tax years pass seamlessly together without a murmur in your office?
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Amanda Watson has joined the IFP team as Executive Assistant to Steve Gazzard, CEO of IFP.
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During February and March the IFP conducted its first benchmarking survey of Accredited Financial Planning FirmsTM.
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The Bath branch held its second meeting of the year in February at its new location courtesy of former IFP corporate members and good hosts Novia Financial reports branch chairman Andrew Page CFPCM.
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Is Financial Planning different to financial advice? This was just one of the questions asked during a series of film interviews which were conducted by IFP communications director Sue Whitbread with leading Financial Planners at the IFP's Accredited Financial Planning Firms' Conference in March.
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Monday, 12 May 2014 16:07
Leeds Branch meeting focuses on lifetime cash flow forecasting
Written by JamesIn a change to the published programme, Leeds branch held a round table discussion on cash flow forecasting reports branch chairman Murray McEwan CFPCM.
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Friday, 11 April 2014 14:15
Record attendance for South West branch despite the floods
Written by James
The Devon Hotel in Exeter was almost not big enough to hold a record attendance for the first South West branch meeting of the year as 21 financial planners squeezed into the Edwardian Suite to hear two quality presentations which were very different, but equally valuable reports branch chairman Pete Matthew CFPCM.
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The Northern Home Counties Branch held its first meeting in 2014 at the Sunley Conference Centre based at the University of Northampton, reports branch chairman Dr Lien Luu CFPCM.
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Wednesday, 26 March 2014 17:21
IFP corporate member profile: Independent Health Care Solutions
Written by James
Independent Health Care Solutions (IHCS) was established in Shipley, West Yorkshire in 1995 by Philip Nielsen.
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Wednesday, 26 March 2014 17:17
IFP corporate member profile: Prestwood® Software
Written by James
Prestwood® Software provides the leading UK Cashflow Modelling tool for Financial Planners, and has for almost thirty years. Our software is designed by Financial Planners, for Financial Planners.
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