For many the IFP annual conference is the highlight of the Financial Planning calendar. As the event approaches, Laura Dew takes a look at what delegates can expect at this year's conference including the inspiring keynote speakers.
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Niraj Vyas, Financial Planning director at Guardian Wealth Management, looks in this Technical Update at the growing demand for Islamic finance in the UK and the role Financial Planning will play within this expanding realm.
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Each month Financial Planner questions a leading Financial Planner to ask them to share best practice from their businesses and the story of how they and their colleagues built their company. This month we talk to Jason Holmes CFPCM from Lumen Financial Planning in Northern Ireland.
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Financial Planner Carl Lamb of Almary Green reflects on how he found a solution for three feuding business owners who had differing viewpoints on the future direction of their business.
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The value of the state pension, in terms of comparison with national average earnings, has been in decline for many years and this is likely to continue. The public are realising that the state may no longer provide the level of retirement income that they desire.
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Stephen Jones of Cooper Parry, the firm which won the 2012 IFP David Norton 'Building Excellence' award, this months shares his best practice and talks about the value of the award to his firm.
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Sipps continue to grow strongly but new regulatory requirements have caused a stormy time for some firms.
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Tuesday, 16 April 2013 12:44
Real life case study: Ian Brookes of Critchleys Financial Planning
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Ian Brookes CFPCM of Critchleys Financial Planning discusses a challenging and complex retirement planning case where patience and cashflow planning paid off and saved the client considerable amounts of tax.
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Few areas of pensions have been subject to more regulatory reform and political change than income drawdown. Pensions commentator John Moret of Moreto Sipps looks at what Chancellor George Osborne could do in 2013.
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John Rook CFPCM of Kench & Co gives longstanding clients verious scenarios for their finances with the help of cashflow planning and enables them to see how they can change their lives.
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It looks like the RDR, which arrived in January after a six year wait, has forced many commission-based IFAs to move on. Financial Planners have fared much better but what does the future hold? Laura Dew reports.
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Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business. This month we speak to Paul Spires CFPCM from Sound Financial Planning.
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In a world of often disappointing investments, many ETFs and other Exchange Traded Products (ETPs) have been a "decade- long success story in Europe," acccording to Morningstar data.
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Like the Mayan prophesies, many observers predicted doom and gloom for platforms in 2013 as the RDR arrived. Despite the fears, Sally Hamilton finds a market rising to the challenges of change.
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