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.”
Nationwide has pledged to keep compulsory redundancies as low as possible following the announcement of its planned merger with Portman. The two building societies have admitted that the current combined workforce of over 18,500 staff will have to be trimmed when the amalgamation is complete in September 2007 but the exact numbers are still to […]
The critical-illness insurance marketplace is forever being characterised by two unflattering traits – that it fosters an ongoing price war and that it is starved of product innovation.
HSBC Investments has appointed its multimanager team to manage three existing actively managed UK equity funds currently managed by HSBC Halbis Partners. The transition is expected to complete by year end when the group will unveil the specific external managers for the HSBC UK growth and income, income and monthly income funds.HSBC head of wholesale […]
The Reits and Quoted Property Group is looking to develop an adviser Reit diploma but some in the industry suggest the subject should be introduced as part of existing exams. RQPG, the group behind the reita.org website, says it is looking for partners to develop a specialist diploma focusing on Reits. It has started approaching […]
The Family and Childcare Trust’s annual survey has been widely reported in the media and the two headline figures were these: the average cost of a nursery place for a child under two has risen by 33 per cent since 2010; and the costs have risen by five per cent in a single year.
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Sims Financial Planning has become the third adviser acquisition this year for consolidator Fairstone. Three staff will join Fairstone, bringing funds under management to more than £90m along with total fee income of almost £500,000. Sims is the latest firm to be fully acquired by Fairstone after joining its downstream buyout programme in July 2015. […]
Aim listed advice and investment firm Harwood Wealth Management has continued its run of acquisitions with a deal to buy an Ascot-based retirement advice specialist. Harwood has acquired the assets of Plan65 for up to £1.56m depending on performance, with an initial payment of £810,000 coming out of Harwood’s existing cash reserve and the rest […]
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