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IFP

Investment

Paraplanner Zone: Direction Financial Planning

"The role of paraplanner is evolving," Simon Poole of Direction Financial Planning says. "Clients call me now..."

clock 14 January 2010 •

Your profession

Nick Cann: The importance of CPD

Once we have cleared away the snow and dusted down the latest consultation paper (CP 09/31) from the FSA on the Retail Distribution Review, the three year countdown will start in earnest.

clock 14 January 2010 •

Your profession

Scot Wids partners with IFP on paraplanner exam

Scottish Widows will help develop the Level 4 Institute of Financial Planning IFP) paraplanner qualification

clock 06 January 2010 • 1 min read

Investment

Profile: Carl Melvin, Affluent Financial Planning

"Current RDR proposals appear to support the old model of advice and penalise firms like mine."

clock 17 December 2009 •

Your profession

IFP in urgent talks to address adviser 'new blood' crisis

The Institute of Financial Planning (IFP) has opened talks with a number of UK universities to encourage them to offer stand-alone financial planning degrees as the professional body eyes the next generation of advisers.

clock 11 December 2009 •

Your profession

IFAs change tack on RDR professionalism outcome

Advisers are more confident now than they were two years ago the RDR will enhance their professional status and reputation, despite continued ill-feeling toward other proposals in the review, research suggests.

clock 07 October 2009 •

Individual Protection

Targeting consumer needs

Last month the Income Protection (IP) Task Force published White Paper II outlining the Task Force's thoughts on the current state of the IP market, Peter Carvill examines what consumers need and how the Task Force will respond to them in light of this....

clock 01 May 2009 •
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