IFA to offer free iPad financial planning sessions

Nicola Brittain
clock

Aberdeen financial planning firm Money Plan-it will provide complimentary 30-minute retirement planning sessions as part of Financial Planning Week.

Financial Planning Week has been organised by the Institute of Financial Planning (IFP) and will take place between 26 November and 2 December.  It's aim is to raise the profile of financial planning amongst the general population.  The company will provide complimentary 30-minute retirement planning sessions 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 re...

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

Join

 

Already a Professional Adviser member?

Login

More on Investing in the profession

Seccl offers free code training programme for advisers

Online course

Sophie King
clock 13 July 2021 • 1 min read

Simon Cogman-Hellier: Working together to close the 'advice talent gap'

Career support and development

Simon Cogman-Hellier
clock 12 May 2021 • 3 min read

Scottish Friendly CEO Jim Galbraith dies

30 years at the firm

Sophie King
clock 08 April 2021 • 2 min read