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.
Read more ...

Tagged under #AIC #IFP corporate member

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.
Read more ...

Tagged under #NS&I #IFP corporate member

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.

Read more ...

Tagged under #IFP #Paraplanning

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.
Read more ...

Tagged under #IFP #Financial Planning Week 2014

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?
Read more ...

Tagged under #IFP #Becky Taylor

Amanda Watson has joined the IFP team as Executive Assistant to Steve Gazzard, CEO of IFP. Read more ...

Tagged under #IFP #Amanda Watson

During February and March the IFP conducted its first benchmarking survey of Accredited Financial Planning FirmsTM.
Read more ...

Tagged under #IFP #Accredited Financial Planning Firms

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 CFP^CM.
Read more ...

Tagged under #IFP #Andrew Page

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 ...

Tagged under #IFP #Financial Planners #Accredited Financial Planning Firms Conference

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 ...