The IFP board met for its annual strategy meeting in November, welcoming Simon Boulter CFPCM and Andrew Brook-Dobson CFPCM for the first time. In addition to the two CFPCM professionals, the board also welcomed Richard Antrum as an independent director to help it with its thinking.
IFP SW conference attracts delegates eager to maximise success
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Five of the IFP’s 22 UK branches are in new hands for 2012. As well as welcoming the five new branch chairs, the IFP would like to extend the warmest of thanks to the five chairmen stepping down, for the significant contribution they have made to the development of the profession in their regions.
Overseas pensions and ethics on agenda for Kent and Sussex branch
Don't deleteIn November, the Kent and Sussex branch welcomed David Lane, senior technical sales manager with AXA Wealth.
In November, the IFP’s Manchester Branch enjoyed a practical presentation from John Dashfield, of Dashfield Coaching and Development, entitled: The One Page Business Plan.
Since M&G was established in 1931, we have firmly believed in offering our customers straightforward products, together with clear and balanced information, to help them make the right investment decisions for their needs– a belief that still holds true today.
When Transact was launched back in 2000, members of the IFP were among its first users. The service that a wrap offered was appreciated at a much earlier stage by IFP members than most other advisers. Even before we broke into profit in July 2003 we decided to become IFP sponsors and that mutual support has continued to this day.
Following the success of the inaugural Paraplanner conference in 2011, the Paraplanner conference and dinner makes a welcome return on Thursday 24 May 2012.
The October meeting of the new Lancashire & Cumbria branch started with a lively and interactive ethics debate chaired by branch chairman Paul Jones.
During the current turbulent times, the value of high quality Financial Planning has never been more pertinent.
Ashcourt Rowan is excited to become a sponsor of the IFP. There is no doubt in our minds that the IFP, led by chief executive Nick Cann, do a tremendous job in representing the Financial Planning community and we are only too pleased to offer our support to this growing profession.
We always get great feedback from our core Financial Planning sessions at our events so here’s a day packed full of them, all different in approach but providing a powerful combination that will really add value for your business and your clients.
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The second meeting this year of the Financial Planning Standards Board (FPSB) took place in Washington DC in October. The IFP was represented at the full council meeting – the biggest one of the year, by chief executive Nick Cann and President Marlene Shalton FIFP, CFPCM. There are now 25 countries affiliated to the FPSB and over 140,000 CFPCM professionals worldwide.
The Surrey branch finished 2011 with a bang...two fantastic speakers and a champagne giveaway courtesy of Charles Stanley.
IFP Scottish conference enjoys positive feedback from delegates
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In November, the IFP Scottish Conference saw a change and moved to Glasgow from its usual Edinburgh venue. Around 70 of the leading Financial Planners in Scotland plus a couple from elsewhere in the UK contributed to make it an excellent event which generated very positive feedback from delegates.
The October branch meeting for the Northern Ireland branch saw a great turn out, welcoming David Jones of Dimensional Fund Advisors on the subject of “making complex simple.”