The IFP's Financial Planning Week will launch on Sunday with an exclusive consumer survey of over 2,000 people which has now been distributed to members in advance for release on Sunday.
The IFP's Financial Planning Week 2013 was launched yesterday (Sunday 24 November) with extensive coverage in several Sunday newspapers including the Sunday Express and The Observer.
The IFP's Financial Planning Week 2013 - which ended yesterday (Sunday 1 Dec) - has been hailed a "resounding success" after a hectic week of consumer campaigning to promote the benefits of "financial fitness" and planning ahead financially.
Personal Touch Financial Services has detailed its new restricted advice wealth management service including the platforms, providers and panels it has selected to support its new consumer-led proposition.
EBI Portfolios, which calls itself the UK's first Turnkey Asset Management Provider (TAMP), has launched a service called Vantage to help advisers streamline investment rebalancing.
Non-domiciled UK clients holding whole of life insurance policies with a UK insurer may need further advice where the policy has been written under seal and taken outside the UK for inheritance tax purposes, says Skandia.
Standard Life Wealth, the wealth management division of the Scottish company, will move from the Standard Life main group to become part of Standard Life Investments from 1 January.
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