It's Professional Adviser's weekly heads-up on events, hires and other useful bits for financial advisers …
Thought of the week...
"The price of greatness is reponsibility"
- Sir Winston Churchill
In case you missed it…
A freedom of information request submitted by Professional Adviser revealed the Financial Conduct Authority is looking into 92 firms as part of its multi-firm supervision exercise on defined benefit transfers.
In light of the recent furore surrounding BBC on-air stars' salaries, Professional Adviser gathered the wages of industry and public-funded bodies' executives to see how they compare, with the FCA's Andrew Bailey scooping the top wage.
Don't forget to enter...
After the positive feedback it attracted in its inaugural year, Professional Adviser will again be running our Best Financial Advisers To Work For survey and awards - more detail on which you can find here
Professional Adviser has issued the call for adviser and adviser-related businesses around the country to showcase their knowledge, skills and commitment to client care by entering the 2018 PA Awards. Visit our dedicated awards website here
The CISI Financial Planning Gala Awards are now open for entry and will take place at the CISI Financial Planning Conference. More information can be found here and entries to the awards should be submitted to [email protected]
The Personal Finance Society (PFS) has also launched its 2017 Personal Finance Awards, taking submissions from PFS members in six categories before 28 July.
Last chance to attend ...
Tideway is hosting a series of seminars across the country throughout July examining the pros, cons and key risks of financial salary UK pension transfers. More information can be found here
Just is hosting a series of roadshows this month to equip advisers with an understanding of long-term care funding and products. The CF8-refresher sessions will be run nationwide from 17 to 28 July. Book your place here
Must-sttend events for advisers
LGBR Capital has launched a CPD-accredited nationwide series of 16 events for advisers, which will focus on inheritance tax (IHT) planning and run throughout the third quarter of 2017. The seminars are designed to provide a refresher on the IHT rules and help advisers and their clients plan for the 2017/18 tax year. For more information, please click here
BACK2Y is hosting its 'Forget about the money' event on 13 September at ICC Birmingham. The event welcomes all financial advisers who want to find out more about lifestyle financial planning. For more information click here
Kuber Ventures is hosting its summer cocktails. This will take place on 17 August and enable advisers to discuss EIS, SEIS and business property relief opportunities with a range of investment managers. More information can be found here
The Association of Investment Companies (AIC) is running five seminars for advisers and wealth managers from September to November. Led by AIC head of training Nick Britton, each event will include presentations from investment company fund managers. To book, click here
The CISI Financial Planning Conference is taking place between 25 and 27 September. The theme is 'Focus on the Future' and guest speakers include former pensions minister Steve Webb and ex-IFP CEO Nick Cann. To book, click here
The Personal Finance Society is hosting its flagship conference, 'A Festival of Financial Planning' in Birmingham on 7 and 8 November. Speakers include former pensions ministers Ros Altmann and Steve Webb, and World Cup-winning rugby coach Sir Clive Woodward. To book tickets, click here
Throughout November Parmenion will host several regional advanced investment courses. They are accredited for five hours of CPD and are designed for those seeking a greater understanding of investment management and deeper insight into professional fund due diligence. Registration and more information can be found here
James Rae has joined the Charles Stanley IHT portfolio service as a portfolio manager.
Tilney has appointed Ashley Kissick as a financial planner in the Cardiff office
Helen Cowing has been appointed chief financial officer at Octopus Group.
The Transparency Task Force has appointed its first non-UK ambassador, Professor Paul M. Secunda.
Old Mutual Wealth has added to its specialist sales team with the appointment of Chris Tingle to the role of investment specialist.
GBST has appointed Mark Knowlton as chief technology officer.
West Lancashire firm Acumen Financial Partnership has grown its team with the appointment of a new financial planning co-ordinator, Lucy Molina.
Brown Shipley has appointed Paul Ryder-Morris as client director in its London office.
Retirement Advantage research suggests
9,700 transfers in 2016/17
Up 0.1% from Q1
Extra burdens for largest firms