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 Informed Choice and chairman of the Society of Financial Advisers (SOFA).
All seminars will be held in the afternoon and include a buffet lunch, except for presentations held in Scotland.
|19 January||London West End|
|20 January||London City|
|3 February||Glasgow/Edinburgh (being held at Auchterarder, Perthshire)|
These events form an early part of Clerical Medical’s major new Advice Matters intermediary support programme, designed to provide strategic and tactical help and advice to IFAs in running their businesses more professionally and profitably.IFAonline
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