View more on these topics

Lighthouse sets up a four-day CFP crash course

Lighthouse is to offer its advisers a four-day crash course to become certified financial planners.The firm, which has over 500 advisers, plans to provide the service from September across its four brands as a way of increasing professionalism among its members.

Lighthouse Wealth & Group Training director Jerry Price says the development of its bespoke technology offering from Quay software means advisers have more time on their hands to take part in such initiatives.

Price says the course will probably take place over four months, with one intensive day of study each month leading to CFP status. He says Lighthouse will also be launching a six-day workshop entitled, Creating the Modern Financial Planning Practice.

Price says it plans to subsidise both courses but has yet to decide how much advisers will pay and candidates must be AFPC qualified or equivalent.

He believes take-up will be particularly high among its high-net-worth Lighthouse Wealth advisers and those working under the Carrwood Barker brand. He expects about 30 per cent from national IFA arm Lighthouse Temple and 20 per cent from its Lighthouse Express network members.

Price says: “Technology improvements mean our advisers have more time on their hands and we intend to roll out this crash course to improve professionalism and improve the future outlook for the firm.”


Pensions Advisory Service launches pro bono mediation service

The Pensions Advisory Service has launched a pro bono mediation scheme after a joint pilot with the Pensions Litigation Committee of the Association of Pension Lawyers. The scheme allows an individual to have a complaint dealt with by an independent mediator. This gives the individual an opportunity to put his case to the respondent and […]

Matthews says wrap will build secure foundation

Standard Life life & pensions chief executive Trevor Matthews believes the development of the wrap market could solve the problem of client retention which is plaguing the life and pension industry . Speaking last week in London at the Institute of Economic Affairs’ conference, entitled, The Future of Life Assurance, Matthews warned the industry that […]

Brokers parry CML attack

Brokers have hit back after the Council of Mortgage Lenders accused them of being the source of abuses in the market. In its 2005 annual report, the CML makes a number of references to lenders being “exonerated” by the FSA while claiming that brokers have drawn heavy criticism from the regulator. It points out that […]

Hips will be bad for market, says BSA

Home Information Packs will have a negative impact on the housing market and should be voluntary, says the Building Societies Association. The BSA says 84 per cent of building society chief executives expect the mandatory introduction of Hips will be bad for the market.From June 2007, sellers will have to produce a Hip, providing the […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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