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IFP corporate member profile: Association of Investment Companies
- Tuesday, 13 May 2014
- IFP Member News
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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IFP corporate member profile: NS&I
- Tuesday, 13 May 2014
- IFP Member News
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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Development opportunities for Paraplanners at conference
- Monday, 12 May 2014
- IFP Member News
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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November date set for Financial Planning Week 2014
- Monday, 12 May 2014
- IFP Member News
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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IFP President: Being proactive is key
- Monday, 12 May 2014
- IFP Member News
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 Joins IFP Team
- Monday, 12 May 2014
- IFP Member News
Amanda Watson has joined the IFP team as Executive Assistant to Steve Gazzard, CEO of IFP.
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Accredited Financial Planning survey was 'valuable'
- Monday, 12 May 2014
- IFP Member News
During February and March the IFP conducted its first benchmarking survey of Accredited Financial Planning FirmsTM.
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50 shades of green at Bath IFP branch meeting
- Monday, 12 May 2014
- IFP Member News
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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Financial Planners share their views on camera
- Monday, 12 May 2014
- IFP Member News
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. Read more ...
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Leeds Branch meeting focuses on lifetime cash flow forecasting
- Monday, 12 May 2014
- IFP Member News
In a change to the published programme, Leeds branch held a round table discussion on cash flow forecasting reports branch chairman Murray McEwan CFPCM. Read more ...