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Fasten your seatbelt for the Sipps rollercoaster
- Tuesday, 31 December 2013
- Insight & Analysis
With consolidation and regulatory change under way the Sipps sector could be see radical changes.
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My Business: Santorini Financial Planning, Leicester
- Monday, 30 December 2013
- Insight & Analysis
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and
the story of how they built their company. This issue we talk to Matthew Walne who set up Santorini Financial Planning in Leicestershire in 2011.
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Inspiring consumers to plan their financial future
- Saturday, 16 November 2013
- Insight & Analysis
The IFP's Financial Planning week is the consumer campaign to spread the word about the benefits of Financial Planning. Sue Whitbread looks at what's ahead this year.
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Technical Update: Income Drawdown
- Thursday, 15 August 2013
- Insight & Analysis
The annuity market in the US has declined as more people move towards more flexible retirement options such as income drawdown but will the same happen here? Some experts seem to think so. Baby boomers starting to enter retirement in the UK will herald an unprecedented boom in demand for income drawdown, believes Standard Life's Alastair Black.
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Technical Update: Opportunities for preserving pension wealth of clients
- Thursday, 15 August 2013
- Insight & Analysis
Post-RDR, more Financial Planners are focusing on estate planning as changes to legislation open up new opportunities and the demands of clients to secure wealth transfer tax effectively grow.
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Real life case study: Nicola Coates of Turcan Connell
- Thursday, 15 August 2013
- Insight & Analysis
Nicola Coates CFPCM from Turcan Connell advises a middle-aged couple on the tax planning and investment options open to them on the death of the husband's father. It's a bequest that requires careful handling.
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Real life case study: Jonathan Orchard of Old Mill Group
- Thursday, 15 August 2013
- Insight & Analysis
Jonathan Orchard CFPCM helps a couple to see whether they can retire from running a business after health issues and instead spend their time on holidays and finding the husband's dream car.
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Real life case study: Ian Thomas of Pilot Financial Planning
- Thursday, 15 August 2013
- Insight & Analysis
Ian Thomas CFPCM helps a successful young couple, who run a growing business, to put their financial house back into balance and plan ahead for their young family and life tomorrow.
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My Business: Noel Farrelly of Index Wealth Management
- Thursday, 15 August 2013
- Insight & Analysis
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This month we talk to Noel Farrelly FIFP CFPCM from Index Wealth Management in the West Midlands.
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My Business: Ivan Hutchings of Adrian Smith & Partners
- Thursday, 15 August 2013
- Insight & Analysis
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Ivan Hutchings CFPCM of Adrian Smith and Partners, West Midlands.
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