Wednesday, 15 May 2013 13:01

Back to the future for IFP Conference 2013

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For many the IFP annual conference is the highlight of the Financial Planning calendar. As the event approaches, Laura Dew takes a look at what delegates can expect at this year's conference including the inspiring keynote speakers.
Wednesday, 15 May 2013 12:54

Technical Update: Islamic finance

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Niraj Vyas, Financial Planning director at Guardian Wealth Management, looks in this Technical Update at the growing demand for Islamic finance in the UK and the role Financial Planning will play within this expanding realm.
Each month Financial Planner questions a leading Financial Planner to ask them to share best practice from their businesses and the story of how they and their colleagues built their company. This month we talk to Jason Holmes CFPCM from Lumen Financial Planning in Northern Ireland.
Wednesday, 15 May 2013 12:40

Real life case study: Carl Lamb of Almary Green

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Financial Planner Carl Lamb of Almary Green reflects on how he found a solution for three feuding business owners who had differing viewpoints on the future direction of their business.
Tuesday, 16 April 2013 14:32

Technical Update: Auto-enrolment opportunities

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The value of the state pension, in terms of comparison with national average earnings, has been in decline for many years and this is likely to continue. The public are realising that the state may no longer provide the level of retirement income that they desire.
Stephen Jones of Cooper Parry, the firm which won the 2012 IFP David Norton 'Building Excellence' award, this months shares his best practice and talks about the value of the award to his firm.
Tuesday, 16 April 2013 14:11

Cover feature: Sipps Survey

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Sipps continue to grow strongly but new regulatory requirements have caused a stormy time for some firms.
Ian Brookes CFPCM of Critchleys Financial Planning discusses a challenging and complex retirement planning case where patience and cashflow planning paid off and saved the client considerable amounts of tax.
Few areas of pensions have been subject to more regulatory reform and political change than income drawdown. Pensions commentator John Moret of Moreto Sipps looks at what Chancellor George Osborne could do in 2013.
Friday, 22 March 2013 15:58

Real life case study: John Rook of Kench & Co

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John Rook CFPCM of Kench & Co gives longstanding clients verious scenarios for their finances with the help of cashflow planning and enables them to see how they can change their lives.
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