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IFP

Investing in the profession

IFA to offer free iPad financial planning sessions

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

clock 20 November 2012 •

Investing in the profession

Freedom Financial Planning to offer free advice to schools

Derbyshire-based financial planners, Freedom Financial Planning, is to offer free financial advice to a local school in aid of Financial Planning Week.

clock 19 November 2012 •

Investing in the profession

Seven Welsh firms to offer free financial planning

Seven Wales-based firms will offer free financial guidance as part of Institute of Financial Planning's (IFP) Financial Planning Week.

clock 16 November 2012 •

Investing in the profession

Trust campaign will go on without founder

The Question of Trust campaign will go on despite its founder pulling out after failing to get the incoming Financial Conduct Authority (FCA) on board.

clock 12 November 2012 •

Investing in the profession

Adviser criticises 'endless' list of 'unnecessary' qualifications

The seemingly "endless" list of industry qualifications such as the ISO22222 and the BS8577 are becoming a "cash cow" and are "unnecessary", says one adviser.

clock 24 October 2012 •

Investing in the profession

FPSB links with global securities body

The Financial Planning Standards Board (FPSB) has been approved as an affiliate member of the International Organisation of Securities Commissions (IOSCO), the standard setter for global securities markets.

clock 19 October 2012 •

Investing in the profession

MFP first to receive British Standards certificate

Bournemouth-based MFP Wealth Management is the first advisory firm to have been awarded the BS8577, a certificate demonstrating the firm has attained operational excellence as defined by the British Standards Institute.

clock 18 October 2012 •

VCTs / EIS

VCTs and EISs to come under UCIS ban

Venture capital trusts (VCTs) and enterprise investment schemes (EISs) are to fall under the Financial Services Authority's (FSA's) upcoming guidance on unregulated collective investments schemes (UCIS).

clock 18 October 2012 •

Investing in the profession

FPSB names Horner board chairman

The Financial Planning Standards Board (FPSB) has named Barry Horner as its board chairman of the FPSB council for 2014.

clock 17 October 2012 •

Your profession

Axa accuses former IFP president Shalton of client solicitation

Life company Axa has accused financial planner and former Institute of Financial Planning (IFP) president Marlene Shalton of client solicitation.

clock 16 October 2012 •
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