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Becoming an Accredited Financial Planning firm
Setting the Standard – Why your firm should consider becoming an Accredited Financial Planning FirmTM in 2012
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IFP's first Financial Planning one day conference taking place this week
The very first IFP Financial Planning One Day Conference will take place in London this week.
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Aberdeen Adviser Intelligence sessions to cover client suitability
Aberdeen Asset Management has launched its latest series of Adviser Intelligence sessions in association with the Institute of Financial Planning.
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Friends Life platform encourages workplace saving
Friends Life has launched its workplace savings platform offering pensions, cash and stocks and shares Isas and investment accounts.
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IFP sponsor profile: Transact
When Transact was launched back in 2000, members of the IFP were among its first users. The service that a wrap offered was appreciated at a much earlier stage by IFP members than most other advisers. Even before we broke into profit in July 2003 we...
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Real life case study: Craig Palfrey of Penguin Wealth Management
Duncan (aged 56) and Rebecca (53) came to Penguin Wealth Management with one burning question - could they afford to retire? Duncan had just accepted voluntary redundancy after working for his company for over 30 years. Rebecca was keen to give up her...
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Plans underway for Financial Planning Week 2012
Planning for 2012’s Financial Planning Week in November has already begun after the success of the initiative last year.
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My Business: Andrew Brook Dobson
Andrew Brook Dobson CFPCM of Accredited Financial Planning FirmTM Brook Dobson Brear shares his best practice with the planning community.
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Suffolk Life holds roadshows on pensions market
Suffolk Life will be holding a series of roadshows around the UK this spring to share knowledge with Financial Planners on pensions.
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Philip Congrave retires from Prestwood Software
Philip Congrave, managing director of Prestwood Software, is to retire this month.
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Finding a better way of doing business
We always get great feedback from our core Financial Planning sessions at our events so here’s a day packed full of them, all different in approach but providing a powerful combination that will really add value for your business and your clients.
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Surrey branch finishes 2011 with bubbly flourish
The Surrey branch finished 2011 with a bang...two fantastic speakers and a champagne giveaway courtesy of Charles Stanley.
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IFP Scottish conference enjoys positive feedback from delegates
In November, the IFP Scottish Conference saw a change and moved to Glasgow from its usual Edinburgh venue. Around 70 of the leading Financial Planners in Scotland plus a couple from elsewhere in the UK contributed to make it an excellent event which...
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Ascentric offers Prestwood link on its platform
Ascentric has forged a link with Prestwood Professional software to enable Financial Planners to receive bulk valuations for all Ascentric clients.
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Financial Planning Week hailed as great success
The fourth annual Financial Planning was a major success, according to the IFP.
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Tools available for consumers to work out financial plans
Consumers have access on the IFP’s Financial Planning Week website to a wealth of tools and information to sort out their finances on the Financial Planning Week website.
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My Practice Week- Mike Stafford
Mike Stafford CFPCM of Stafford and Co in Hertford- one of the first firms to become an IFP Accredited Financial Planning Firm- recalls a week to remember.
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IFP Scottish Conference gets under way in Glasgow
The IFP's two-day Scottish Conference was opened at the Marriott Glasgow today (14 Nov).
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New Scottish chairman is welcomed by branch
This August, while not seeing very much in the way of sunshine, Scotland did see the first meeting of its IFP Scottish Branch with Nicola Jackson CFPCM as the new branch chair.
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Report from Branch Chairmens' Day
The annual meeting of IFP Branch Chairmen took place on 14 September at the delightful Hogarth’s hotel in Solihull. There was an excellent turn out, with much to celebrate as well as planning for growth over the next few years.
Assuming cashflow is required, the following results were found.
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