Money Marketing
View more on these topics

Jackman calls on IFP to help demarcate financial planning and advice

By

Skills Council for Financial Services chief executive David Jackman has enlisted the help of the Institutte of Financial Planning to assist him in defining the marketplace.
Speaking at the Institute of Financial Planning annual conference in Telford today Jackman said it was essential to have a clear demarcation between planning and advice in order to help develop ISO standards for the industry.

To help define the marketplace, Jackman has asked IFP members to provide him with information on the differences between financial planning and advice.
IFP chief executive Nick Cann believes his members will explain to Jackman that financial planning is a comprehensive ongoing service whereas advice is segmented, product-led and reactive.

Recommended

GSAM awarded £30m Skandia mandate

Goldman Sachs Asset Management has been handed a £30m sub-advisory mandate to run a sterling corporate bond fund for Skandia Investment Management. GSAM will run the investment grade bond segment of SIM&#39s bond income fund which, like its stablemates, will be split between fund of funds and segregated mandates. SIM has also chosen GSAM&#39s £687.5m […]

Listed IFAs are set for lift-off, says Durlacher

The market has turned for listed IFAs, with sales set to grow towards the end of the year, according to exclusive research from investment bank Durlacher.Durlacher analyst David Pannell, the author of the report, says even though most IFA firms have been significantly loss-making, with share prices of publicly listed companies falling on average by […]

New qualifications launched at CII conference

The Chartered Insurance Institute has launched a new qualifications framework for the UK insurance and financial services industry. Following on from industry consultation, the framework incorporates existing subjects and includes three levels of qualification – the Certificate in Insurance, Diploma in Insurance and the Advanced Diploma in Insurance. Students will work towards a set number […]

Thomas taking lead role on Jupiter ecology

Jupiter has appointed Charlie Thomas as the lead fund manager of the Jupiter ecology fund, its flagship socially responsible fund.Thomas joined Jupiter&#39s Green Team in 2000 as an analyst in the environmental research unit and became an assistant fund manager. Before joining Jupiter, he worked as an environmental consultant for BP.In December 2002, Jupiter announced […]

US loan growth is not painting a pretty picture for the US economy

Written by Mike Riddell One of the current big debates in global financial markets is whether investors should believe ‘hard’ rather than ‘soft’ data, where the usually reliable business and consumer surveys have been suggesting strengthening in global growth momentum for some time now, while the economic data that feeds through into the Gross Domestic […]

Most Read

  • Top trends

Newsletter

News and expert analysis straight to your inbox

Sign up

Latest from Money Marketing

Danger-Stop-Warning-Sign-700x450.jpg

DB paraplanner appoints liquidator after restriction strangles income

Paraplanning firm Heather Dunne Consulting has gone into liquidation after its principal restricted its pension transfer permissions. Adviser Heather Dunne founded the firm in 2002 to support advisers doing pension transfers and the firm’s biggest client was HDIFA. HDIFA is also run by Dunne but was placed on voluntary suspension in July 2017 when it was […]

business property relief

Tony Wickenden: More pressure on shielded UK business profits

HMRC is tightening the screw on tax avoidance involving profit fragmentation Tax avoidance continues to drive Treasury and HM Revenue & Customs activity. Over the summer, the Revenue published responses to its consultation on proposals to tackle schemes designed to move UK business profits outside the charge of UK tax, often using offshore trusts and […]

Why protection acceptance rates need more promotion

The FCA recently published feedback on its Call for Input on access to insurance. While this was focused on the ability for people with pre-existing conditions to get travel insurance, it will have wider implications for the protection market – and rightly so. Too many consumers feel they are uninsurable, having been refused cover, even […]

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com