The Institute of Financial Planning and the LIA are running workshops in November to encourage more people to become paraplanners. They will focus on the how paraplanners can add value to an IFA's business, the qualifications required, creating and implementing a financial plan and career paths. The IFP says the number of clients requiring a paraplanner is set to double over the next 15 years and firms must ensure they can meet this need. A one day workshop costs £75 for IFP and LIA members and £100 for non members.
Schroder Unit Trusts has designed a capital protected fund that is linked to the Eurostoxx 50 index over a term of five years and two months.Schroder secure growth formula is a Dublin-based closed-ended fund that invests in bonds and derivatives to provide capital protection. Investors get their original capital back at the end of the […]
Thursday, 25 October 2001.Type: Guaranteed growth bond.Aim: Growth linked to the JPMF premier equity growth, JPM globalfixed income, JPMF European growth, JPMF US growth and JPMFSouth East Asia funds.Minimum-maximum investment: £3,000-no maximum.Term: Five years.Guarantee: Capital returned in full at end of term.Return: 75 per cent of total return.Closing date: December 5, 2001.Commission: 3 per cent.Tel: […]
The Raising Standards initiative is banking on IFAs' support to make the quality mark, awarded to the first five brands last week, a success.But how exactly will it benefit advisers and how long will it be before IFAs can use the quality mark for its intended purpose of raising confidence and ultimately growing the market […]
DBS is creating a “pseudo-network” to supply ad hoc services to IFAs who want to be regulated directly by the PIA.The new division was ann-ounced at DBS's annual conference in Birmingham despite chairman Ken Davy telling the conference that IFAs were still better off in a network. He said: “There is no real benefit in […]
Strong underlying businesses and lower exposure to the energy sector make European high-yield bonds attractive, says Alex Ralph. To watch the video click here
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Justin Modray says the RDR will make little difference in the way most advisers are paid.
M&G is merging its Global Leaders fund into the Global Themes fund in the wake of a review resulting from fund manager Aled Smith’s decision to step down. The proposed merger has been approved by the regulator but is still subject to approval from shareholders. The Global Themes fund will continue to be managed by […]
Face-to-face advice still holds a firm place in serving clients, despite an increasing demand for mobile and remote services in adviser practices. Research from consolidator Fairstone from November shows there has been a 10 per cent decrease in the use of face-to-face financial advisers over the past seven years. However, advisers speaking to Money Marketing […]