Clerical Medical is hosting series of national roadshows early in 2005 to help financial intermediaries prepare for introduction of the financial advice menu in June 2005.
Roadshows will be presented in association with the Institute of Financial Planning, to address the forthcoming menu system of remuneration, and look at business models managing both commissions and fees. Seminars will be run by senior Clerical Medical executives - headed by David Shelton, head of intermediary strategic planning - together with Nick Cann, chief executive of the Institute of Financial Planning. Seminars will be interlaced with videoclips offering comments from industry experts Fay Goddard, deputy director general of AIFA, and Nick Bamford, managing director of IFA Info...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes