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CFP®, CERTIFIED FINANCIAL PLANNER(cm) and ![[CFP trademark]](../images/cfp_trademark.jpg)
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. |
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Financial Planning news
Listed below, you will find a selection of news articles and information related to Financial Planning. If you would like to submit an article/s for inclusion within this section, please send details to: sue@financialplanning.org.uk If you would like to view any backdated copies our Financial Planning news please contact the IFP direct on: +44 (0) 117 945 2470 or: enquiries@financialplanning.org.uk
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| Kadwell wins Financial Planner of Year Award in glittering ceremony |
| Steve Jadwell of positive solutions has been named Financial Planner of the Year 2008. He was presented with the trophy at the Money management – Institute of Financial Planning Financial Planner Awards by Money Management editor Janet Walford. The glittering event at the Dorchester Hotel in London in October was hosted by ex- MP and TV personality Gyles Brandreth and sponsored by MetLife. |
| 20/11/2008 |
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| SHIP reports a 10% rise in equity release |
| Equity release providers who are members of SHIP (Safe Home Income Plans) report that for the quarter to 30 September new business reached £303.3m, a £27.6m (10 per cent) increase on the amount released in the previous quarter. |
| 20/11/2008 |
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| Pru launches PruSelect to cut investing costs for advisers |
| Prudential is striving to help advisers drive down the cost of fund selection and reduce regulatory burden with the launch of a guided architecture extended fund range called PruSelect. The extended fund range is launching both on and offshore ad across different tax wrappers, being made available across the following products: Prudential’s Flexible Investment Plan, the Prudential Investment Plan, the Flexible Retirement Plan including individual pensions and Income Drawdown, and the Portfolio Account form Prudential International. |
| 20/11/2008 |
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| Axa unveils revamped wealth management businesses |
| AXA Winterthur Wealth Management has announced key elements of its new model business as it hears up to regulatory change and the growth of Financial Planning and wealth management. The new business model is designed to maximise the strengths of both AXA and sister company Winterthur and their offerings to advisers. AXA Winterthur Wealth Management will offer advisers comprehensive investment and retirement solutions. |
| 20/11/2008 |
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| US Value of Financial Planning Study – Details clearly show the value of a comprehensive financial plan for consumers |
| One of the benefits of being part of the global Financial Planning community is that we can benefit from research and studies done in other countries. The US Value of Financial Planning Study provides a fascinating insight into US consumer attitudes and behaviour. It compares the attitudes of comprehensive Financial Planning clients to those who either have had some financial advice or are completely self directed. Take a look and see quite how powerful the impact of a comprehensive financial plan really is. Click here for the full survey report. |
| 19/11/2008 |
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| Old trusts face IHT charge warns Skandia |
| Anyone with clients pre-22 March 2006 trust arrangements who might want to change the beneficiaries needs to act quickly to save a potential inheritance tax bill. |
| 17/10/2008 |
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| FSA begins probe into funds offering 'absolute' returns |
| The FSA is conducting an informal investigation into absolute return funds to tackle the potential risks which may arise in the future as the funds become increasingly popular. |
| 17/10/2008 |
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| Eight Financial Planning firms join forces to tackle 'expensive' funds |
| Eight Independent Financial Planning firms have joined forces to launch Evidence Based Investment Solutions (www.ebisgroup.org) a not-for-profit organisation dedicated to educating investors and professionals about the benefits of passive investment strategies. |
| 17/10/2008 |
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| Acclaim for FP Week success |
| The IFP has reported that its first Financial Planning Week in September - designed to raise the benefits of Financial Planning for consumers - proved a great success. |
| 17/10/2008 |
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| Page Russell Ltd are first ever Winners of David Norton Building Excellence Award |
| The winners of the first ever “Building Excellence” award, designed as a tribute to the late David Norton who did so much for this profession, were Page Russell Ltd., based in Bury St. Edmunds. |
| 16/10/2008 |
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