The IFP's Financial Planning Week is to take place between 26 November and 2 December. So, what are your peers doing to mark the event and how can you get involved?
It is not too late to take part in Financial Planning Week, organised by the Institute of Financial Planning (IFP) and due to kick off on Monday. The week aims to raise awareness of the importance of financial planning.
Here are four initiatives that intend to do just that:
Managing director of Cheshire-based IFA Poppy Red, Dan Collins, is to broadcast a series of four webinars aimed at bringing the principles of financial planning to the wider public. The webinars will look at saving, investing, gifting and protecting. The first, on saving, will be broadcast on Wednesday 28 November at 7pm. It will be broadcast again on Thursday 29 November.
Collins will present the webinar and it will be hosted by screen-sharing platform, Webex. The following three webinars will be broadcast via the web in the first quarter of next year.
Collins said: “The webinar is aimed at the general public, people aged between 30 and 50 who have not yet had experience of the financial advice process.
“I come from Australia and the system is far more about advice than it is about the transaction. There is a better understanding of the benefits of advice there and I want to help improve understanding of the advice process over here.”
Aberdeen-based Money Plan-it will provide complimentary 30-minute retirement planning sessions during Financial Planning Week using the company’s newly launched iPad application, LifeCash App. The company has teamed up with local charity, Befriend a Child, to deliver the sessions.
The iPad application, called LifeCash, has been designed to present a lifetime cashflow analysis to each client and requires input and interaction from both the adviser and client.
Money Plan-it Director Craig Chapman said: “Our profession has a reputation of being rather boring and highly complex, sometimes acting as a deterrent in seeking planning advice.
“We wanted to introduce something new and exciting to both existing and potential new clients.”
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