What can lifetime cashflow do for you?
Neil Bailey FIFP, CFP, Fortitude Financial Planning
QROPS, ROPS and QNUPS - what the initials really mean!
Jane Goodall, Bourse Group Ltd
Back to our normal venue this month - two presenters of interest:
Jane Goodall was appointed Business Development Director of Bourse Group (UK) Ltd in January 2010, having spent the previous two years as the International Pensions Director of a leading Pan-European firm of independent financial advisers. Her role there was to develop the company’s capability to advise and deliver QROPS to their extensive ex-patriot clientele.
Her role is now to grow the international pension’s portfolio of the Bourse Group, both within the UK and with International Financial Advisers. She, on behalf of the Bourse Group in Guernsey sits on the Guernsey Association of Pension Providers, and is part of the committee commissioned to develop and promote a Code of Conduct for all providers of QROPS on the Island.
Jane spent the previous 20 years working for the Montpelier Group, both as a Director of one of the tax businesses and as Pensions Specialist within the Financial Services Division. She undertook the Pensions Review for the company, and holds the G60 qualification, which enabled her to give advice with regards to transfers from final salary schemes.
Neil Bailey has worked in the financial services since 1989 and (together with his partner Helen Oxborough) formed The Sensible Financial Planning Co. in June 1997 in order to focus on providing an unbiased and comprehensive Financial Planning service. In September 2008 the company merged to create Fortitude Financial Planning.
Neil joined the IFP in December 1997 and achieved both the CFPCM certification and Fellowship (FIFP) in 1998. From the outset he was actively involved in the development and delivery of the CFP certification training program, as both course facilitator and assessor. Neil chaired the Northern Home Counties branch between 2003 & 2007 and was elected onto the IFP board in October 2008. |
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.