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IFS sets exam for complaints staff

A dozen financial advisers in Northern Ireland have grouped together to promote the benefits of Chartered Financial Planner status.

Led by KM Financial Planning Services Kieron May, the Northern Ireland Chartered Financial Planners’ group is hosting a one-day conference for solicitors, accountants and financial planners to discuss inheritance tax and estate planning after the Finance Act.

Guest speakers will include CII deputy director general Bob Bullivant, PFS chief executive Tim Eadon, IFP chief executive Nick Cann and Technical Connections director John Woolley.

The conference will take place at the Belfast Castle on October 4 and will cost delegates 87.

More than 1,400 letters have been sent out and May expects around 100 attendees from across the various professions.

IFP chief executive and conference chair Nick Cann says: “This is a unique opportunity to learn about the issues & opportunities raised by the new legislation in a cross-profession format.”

May says: “There are only two certified financial planners in Northern Ireland and we have also invited them.

“We have had it confirmed by the CII that we are the first to put together a group of IFAs to promote chartered status. We think that the changes since the Finance Act on IHT have provoked so much confusion that it is a good opportunity to start promoting the need for better qualified finan-cial planners.

“Although the immediate changes on IHT are really a chance for people to get better qualified on their individual exams, in the long term, people will get more kudos out of knowing that they have chartered status and their confidence will grow accordingly.”

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