View more on these topics

Short lists revealed for WFG awards

The Women’s Financial Adv-iser Group has unveiled the short lists for its Women Of The Year awards.

This year’s awards include four new categories – multi-tied, tied, mortgage adviser and paraplanner of the year – alongside IFA of the Year.

The candidates encompass a variety of backgrounds, with nominees’ ages ranging from 30 to 50 and a significant number having worked as advisers for over 10 years.

MDM Associates’ Lisanne Mealing makes the IFA of the year short list for the second consecutive year and Barclays Financial Planning has two representatives – Elaine Ford and Kate Nield – on the multi-tied adviser short list.

All nominees in the IFA category are AFPC-qualified and some are also certified financial planners. Many in the multi-tied and tied categories are also AFPC-qualified.

Mortgage advisers in most cases have more than the required qualifications.

The mortgage short list for the awards includes OFM Group adviser Dawn Butler and Thinc Destini Financial Consultancy Katja Mills.

Heron House Financial Management is represented again, this year by paraplanner Julie Wyn Davies, who hopes to repeat the success of managing director Saran Allott-Davey, who won the IFA of the Year award last year.

Judge and Hornbuckle Mit-chell director Viv Belcher says: “The quality of entrants has again been outstanding. It has been uplifting so see this across all the new cat- egories as well as with the IFA award and also the diversity of entrants.”


The obvious conclusion

Why are people not saving more? Just look at the statistics on personal debt

MPPI sales double since August, says Select & Protect

General insurance provider Select & Protect has seen its mortgage payment protection insurance sales increase by 100 per cent since its launch in August. Intego, the age-banded MPPI product has seen sales more than double in spite of product sales generally being down this year, says the provider.The figures indicate that the product is meeting […]

Critical points after general regulation

The protection market underwent a major shake-up, with general insurance coming under FSA regulation.GI regulation was introduced on January 14, dividing the market between advised and non-advised sales. This kicked off a price war, with non-advised sales firms often able to undercut their advised counterparts but advisers hitting back by warning that consumers have little […]

Iimia invests £4m in Japanese trust

Fund of fund specialist Iimia has made a £4m investment into the new Japan income investment trust from Morant Wright Management, the London-based boutique specialising in Japan.


Case study: administration — implementing a management log

Our client is a leading video game and publishing company best known for its console role-playing game franchises. The client provides a number of benefits, at varying levels and cost that attract a P11d liability. With the absence of a management log to track data for benefit movements, enormous administrative and therefore cost implications were occurring each year just to comply with P11d reporting requirements.


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 thought leadership.

    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