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LIA puts the focus on selling and planning

Financial advisers wanting to improve their financial planning skills are invited to attend the LIA&#39s workshop in Manchester on August 5.

It is designed to help both new and experienced advisers understand the differences between selling financial products and financial planning and to develop the tools needed to provide a comprehensive service to clients.

Topics covered include techniques for improving fact-finding and interview skills, analytical skills and approaches for establishing and quantifying client objectives.

Places on the one-day course cost £150 for members and £175 for non-members and can be booked online at or by post or call Jovita Caygill on 01923 285333 for further details.


Scottish Equitable International launches two new products

Scottish Equitable International is launching the two new low risk products from its Dublin base.The Money Market Portfolio is an ultra cautious offshore bond that provides access to managed cash fund and a range of externally managed funds from Barclays and Merrill Lynch.The Dublin Private Client Portfolio also allows for external fund management and delegated […]

Graphite pays £17m to boost PIFC stake

Pension specialist IFA PIFC Benefits Consultants is getting a £17m cash injection in a deal that sees private equity firm Graphite Capital take a majority stake in the firm.Graphite is increasing its holding in PIFC to 62 per cent from the 29 per cent that it has held since 1998, with PIFC&#39s management retaining the […]

Investec loses top fund manager

Investec Cautious Managed Fund manager Chris Burvill has quit the company after more than 10 years to join Gartmore.He will be replaced by the £40m fund&#39s deputy manager Alistair Mundy, who will also take over the helm of the UK Value Fund. He has been with Investec since July 200 after spending 12 years at […]

Double Dutch

Ever since Arsenal entered the Champions League – an expected annual event – I have looked with more interest at anything with a European angle.Of course, as I am sure that many United supporters will be swift to tell me, there is a great deal of difference between entry into the Champions League and actually […]


Guide: what you need to consider for your auto-enrolment project

In this guide, Johnson Fleming reveals what items you need to understand to gauge the impact of auto-enrolment on your business. The guide focuses on: the impact that your auto-enrolment scheme will have on you; assessing your workforce; understanding your staging date; reviewing your current provision; and modelling contribution levels and costs.


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