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Capital Asset Management wins IFP building excellence award

The Institute of Financial Planning has awarded Capital Asset Management the David Norton building excellence award at the annual IFP conference in Wales this morning.

The award is presented to the firm judged to have “outstanding potential to develop as a successful financial planning firm”.

The Jonathon Timms memorial prize, given to the candidate who produces the best financial plan that meets CFP standards, went to Bluefin financial planning consultant Neil Emburey.

IFP fellowship was awarded to Castle Court Consulting director Richard Gough and Cooper Johnston Wealth Management director Peter Cooper.

John Lamb Partnership associate Svenja Keller scooped paraplanner of the year and financial planning student of the year went to Melanie McHale.

IFP president Barry Horner said financial planning is set to become a dominant profession that rivals law and becomes the profession of choice for graduates.

He added: “I anticipate that this will be the case in the UK and I personally can’t imagine a more rewarding career.”


Jubilee investors miss out on market upturn

Jubilee Financial Products’ decision to delay the launch of four of its plans in anticipation of a market correction has resulted in clients missing out on the recent market rally.

Unlove story

Lack of any single, strong, identifiable investment theme today is leaving many investors scratching their heads wondering which way to go. Corporate bonds were certainly all the rage in the first quarter but equities have posted greater returns in recent months and are starting to tempt investors back in. But where should they go? Will there be another correction that makes it more appealing? Should they wait?

The return of securitisation

Lloyds Banking Group’s oversubscribed £4bn securitisation last week has been welcomed as a positive sign of investor confidence returning.

Simon Fletcher

Auto-enrolment: pay attention or pay the price

By Simon Fletcher

As a chief executive officer of a business in the financial services sector, I have been dealing with the introduction of auto-enrolment for our clients for some time, but I can also speak from an employer’s point of view, having to go through the process ourselves.


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