Monday, 19 November 2012 10:01
One week to go until IFP's Financial Planning Week
Financial Planners are being urged to decide on their plans for Financial Planning Week as there is just one week to go.
The week, organised by the Institute of Financial Planning, will be held from 26 November- 2 December and aims to improve consumers' "financial fitness".
It also wants to promote the specific benefits of Financial Planners ahead of the RDR as many consumers are not aware of the differences between advisers and Financial Planners.
If Financial Planners want to get involved, they are advised to develop ideas soon in order to ready in time and adequately publicise what they are doing.
Suggestions from the IFP include going into schools to speak on financial education, organising 'drop-in' sessions at your firm, writing a piece for a blog or local newspaper or doing an interview on local radio.
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Seven Financial Planning firms in Wales have already joined up to offer a range of financial surgeries to the public.
The seven firms are Penguin, Bevan and Buckland, Guardian Wealth Management, Future Asset Management, Heron House, Financial Planning Solutions and Blackstone Partners.
Nick Cann, chief executive of the IFP, will be doing radio interviews across the UK as well as recording some programmes to be aired throughout the week. There will be similar programmes on IFPTV.
The week is sponsored by firms such as Lionstrust, Zurich, Defaqto and Jupiter.
If you wish to get involved, contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
The week, organised by the Institute of Financial Planning, will be held from 26 November- 2 December and aims to improve consumers' "financial fitness".
It also wants to promote the specific benefits of Financial Planners ahead of the RDR as many consumers are not aware of the differences between advisers and Financial Planners.
If Financial Planners want to get involved, they are advised to develop ideas soon in order to ready in time and adequately publicise what they are doing.
Suggestions from the IFP include going into schools to speak on financial education, organising 'drop-in' sessions at your firm, writing a piece for a blog or local newspaper or doing an interview on local radio.
{desktop}{/desktop}{mobile}{/mobile}
Seven Financial Planning firms in Wales have already joined up to offer a range of financial surgeries to the public.
The seven firms are Penguin, Bevan and Buckland, Guardian Wealth Management, Future Asset Management, Heron House, Financial Planning Solutions and Blackstone Partners.
Nick Cann, chief executive of the IFP, will be doing radio interviews across the UK as well as recording some programmes to be aired throughout the week. There will be similar programmes on IFPTV.
The week is sponsored by firms such as Lionstrust, Zurich, Defaqto and Jupiter.
If you wish to get involved, contact This email address is being protected from spambots. You need JavaScript enabled to view it.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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