IFA MAGAZINE

Financial Planning Assistant / IFA Administrator. We are looking for someone that has experience working in an IFA environment to provide a first class administration and support service to Financial Services Consultants, where you will be meeting and exceeding the expectations

of the clients.

WHAT ARE THE KEY DRIVERS IN CLIENT ACQUISITION? What are the key drivers in client acquisition? Reputation and word of mouth still trump digital marketing for clients choosing which financial adviser they want to work with. That’s according to new research conducted by Lancaster University Management School on behalf of Financial Management Bureau, an advisory firm based in Kendal,

Cumbria.

COVID-19 AND INTEREST RATES Covid-19 and interest rates. “We Just Witnessed The Fastest Stock Market Correction on Record” was Friday’s attention grabbing headline, after the S&P 500 dropped more than 10% in just six days. Comparisons to 1987’s Black Monday, the Great Depression and the Great Financial Crisis were (and continue to be) everywhere. FCA PROPOSES STRONGER PROTECTION FOR CONSUMERS IN The FCA has today set out plans for a new Consumer Duty, which will set a higher level of consumer protection in retail financial markets for firms to adhere to. Firms are already bound by FCA rules and principles to treat customers fairly and many firms are delivering the right outcomes for consumers, including good products and services at GROWTH REBOUND "COULD BE FAR HIGHER THAN MARKETS HAVE BEEN As the UK awaits the next phase of the easing of Covid restrictions from Monday 17th May, Ben Kumar, Senior Investment Strategist at 7IM shares his view that there are opportunities for growth as the economy unlocks. He comments: “It’s been more than a year since our working lives were well LGIM LAUNCHES GLOBAL THEMATIC FUND The new fund provides diversified access to multiple long-term themes. Legal & General Investment Management (LGIM) has today announced the launch of a Global Thematic Fund. Through this fund, investors will be able to access multiple investment themes focused on innovation and long-term growth while seeking to maximise diversification. SQUARE MILE'S 3D INVESTING: NEW RATINGS AND CERTIFICATIONSAUTHOR: SUE

WHITBREAD

3D Investing, Square Mile’s subsidiary dedicated to providing independent evidence that funds meet their Responsible Investment claims, today announces the new Certifications awarded to funds in Q4 2020. In the first round-up of this kind, 3D Investing confirms that it certified 13 funds, 10 of which qualified for a 3D Impact rating. DELAYS AT PROBATE REGISTRY DUE TO COVID-19 CAUSING Delayed probates can cause problems for dependants unable to pay bills and forced to take emergency loans. Coronavirus disruption at the probate registry means that family members and other dependants of the deceased are facing considerable delays in receiving their inheritances, putting many under enormous financial stress, says Wilsons, a private wealth law firm. INTERGENERATIONAL PLANNING; RESEARCH SHOWS £293BILLIONAUTHOR: SUE

WHITBREAD

The money is intended for big spending such as paying off student debt or helping with a house deposit and some children and grandchildren can look forward to much bigger gifts with one in nine (11%) of parents and grandparents planning to give more than £25,000 each. UK PENSIONS SYSTEM DISADVANTAGES WOMEN UK pensions system disadvantages women. Barnett Waddingham’s analysis into defined contribution (DC) pension schemes reveals that there is a stark disparity in wealth at retirement, with there being a 25 to 45% difference in men and women’s pension pots at retirement. Amanda Latham, Policy & Strategy Lead at Barnett Waddingham, commented

IFA MAGAZINE

Financial Planning Assistant / IFA Administrator. We are looking for someone that has experience working in an IFA environment to provide a first class administration and support service to Financial Services Consultants, where you will be meeting and exceeding the expectations

of the clients.

WHAT ARE THE KEY DRIVERS IN CLIENT ACQUISITION? What are the key drivers in client acquisition? Reputation and word of mouth still trump digital marketing for clients choosing which financial adviser they want to work with. That’s according to new research conducted by Lancaster University Management School on behalf of Financial Management Bureau, an advisory firm based in Kendal,

Cumbria.

COVID-19 AND INTEREST RATES Covid-19 and interest rates. “We Just Witnessed The Fastest Stock Market Correction on Record” was Friday’s attention grabbing headline, after the S&P 500 dropped more than 10% in just six days. Comparisons to 1987’s Black Monday, the Great Depression and the Great Financial Crisis were (and continue to be) everywhere. FCA PROPOSES STRONGER PROTECTION FOR CONSUMERS IN The FCA has today set out plans for a new Consumer Duty, which will set a higher level of consumer protection in retail financial markets for firms to adhere to. Firms are already bound by FCA rules and principles to treat customers fairly and many firms are delivering the right outcomes for consumers, including good products and services at GROWTH REBOUND "COULD BE FAR HIGHER THAN MARKETS HAVE BEEN As the UK awaits the next phase of the easing of Covid restrictions from Monday 17th May, Ben Kumar, Senior Investment Strategist at 7IM shares his view that there are opportunities for growth as the economy unlocks. He comments: “It’s been more than a year since our working lives were well LGIM LAUNCHES GLOBAL THEMATIC FUND The new fund provides diversified access to multiple long-term themes. Legal & General Investment Management (LGIM) has today announced the launch of a Global Thematic Fund. Through this fund, investors will be able to access multiple investment themes focused on innovation and long-term growth while seeking to maximise diversification. SQUARE MILE'S 3D INVESTING: NEW RATINGS AND CERTIFICATIONSAUTHOR: SUE

WHITBREAD

3D Investing, Square Mile’s subsidiary dedicated to providing independent evidence that funds meet their Responsible Investment claims, today announces the new Certifications awarded to funds in Q4 2020. In the first round-up of this kind, 3D Investing confirms that it certified 13 funds, 10 of which qualified for a 3D Impact rating. DELAYS AT PROBATE REGISTRY DUE TO COVID-19 CAUSING Delayed probates can cause problems for dependants unable to pay bills and forced to take emergency loans. Coronavirus disruption at the probate registry means that family members and other dependants of the deceased are facing considerable delays in receiving their inheritances, putting many under enormous financial stress, says Wilsons, a private wealth law firm. INTERGENERATIONAL PLANNING; RESEARCH SHOWS £293BILLIONAUTHOR: SUE

WHITBREAD

The money is intended for big spending such as paying off student debt or helping with a house deposit and some children and grandchildren can look forward to much bigger gifts with one in nine (11%) of parents and grandparents planning to give more than £25,000 each. UK PENSIONS SYSTEM DISADVANTAGES WOMEN UK pensions system disadvantages women. Barnett Waddingham’s analysis into defined contribution (DC) pension schemes reveals that there is a stark disparity in wealth at retirement, with there being a 25 to 45% difference in men and women’s pension pots at retirement. Amanda Latham, Policy & Strategy Lead at Barnett Waddingham, commented

IFA MAGAZINE

Assistant Paraplanner. Assistant Paraplanner. The Client The chance to join an award winning financial planning and investment management company with offices throughout the UK, who hold an exceptional reputation within the industry, providing a ‘THE POWER OF ESG IN INVESTMENT PORTFOLIOS’: WEBINAR 10 hours ago · ‘The power of ESG in investment portfolios’ is one of our best webinars to date, with interesting and exciting discussion on sustainability and investment. Our recent webinar provided a forum for an engaging conversation about ESG and included several insightful speakers. Julia Dreblow NEW MPS LAUNCH FROM LGIM TO MEET ADVISER DEMAND 1 day ago · LGIM has reported that, in a move that is deemed highly competitive, the initial pricing will be set at an annual management fee of 6bps*, in response to client demand.Designed to help a broad range of investors, these model portfolios are positioned to help offer attractive returns for clients in line with their investment

goals.

STILL TIME TO REGISTER FOR THE UPCOMING WEBINAR: THE POWER Register now and join us for a comprehensive webinar around ESG. The power of ESG in investment portfolios: Your invitation Thursday 10th

June 2021 10:00 - 1

'HYBRID' ADVICE

1 day ago · Advice technology specialist Ignition has proposed that digital capabilities can enhance the advice business model in market study ‘reimagining financial advice’. The hybrid model is said to make advice delivery up to 80% faster for firms and is shown to already aid advisers working with M&G Wealth. BUSINESS PROPERTY RELIEF AND ESTATE PLANNING OPPORTUNITIES 17 hours ago · Jessica Franks, Head of Tax at Octopus Investments, explains how one estate planning option can help your clients plan their estate. Advisers who have Business Property Relief (BPR) in their arsenal are better equipped to help clients plan for their estate. If a client has an objection to planning THEN AND NOW: 10 YEARS OF INVESTING IN ASIA’S EVOLUTION Asia, home to over half the global population, remains the most exciting investment destination on earth. When we launched the CC Asian Evolution Fund 10 years ago, many markets across the region were at the foot of the ‘S-curve’ of consumption. Discretionary income

was low to

AHEAD OF THE G7, ASI’S CHIEF ECONOMIST ON WHY HE BELIEVES 12 hours ago · In anticipation of G7, Jeremy Lawson outlines his thoughts on policy expectations, ASI’s climate policy index and scenario analysis outcomes, and emphasises the need for urgent action ahead of COP26. The COP 26 meetings are due to be held in Glasgow in GREEN ANGEL SYNDICATE ADD NEW CFO TO BOARD 1 day ago · Green Angel Syndicate promote Christine Chisholm to position of Chief Financial Officer. Green Angel Syndicate is one of the largest active angel syndicates in the UK and the first to specialise in the fight against climate change. Christine Chisholm has recently been appointed Chief Financial “A LITTLE LESS GROWTH, A LITTLE MORE INFLATION” “Economic growth will soon slow but inflationary pressures could linger for some time, which means investors should consider a more defensive stance”, says Luca Paolini, chief strategist at Pictet Asset Management “Inflation has become investors’ chief concern.

Price pressures are

IFA MAGAZINE

Financial Planning Assistant / IFA Administrator. We are looking for someone that has experience working in an IFA environment to provide a first class administration and support service to Financial Services Consultants, where you will be meeting and exceeding the expectations

of the clients.

WHAT ARE THE KEY DRIVERS IN CLIENT ACQUISITION? What are the key drivers in client acquisition? Reputation and word of mouth still trump digital marketing for clients choosing which financial adviser they want to work with. That’s according to new research conducted by Lancaster University Management School on behalf of Financial Management Bureau, an advisory firm based in Kendal,

Cumbria.

COVID-19 AND INTEREST RATES Covid-19 and interest rates. “We Just Witnessed The Fastest Stock Market Correction on Record” was Friday’s attention grabbing headline, after the S&P 500 dropped more than 10% in just six days. Comparisons to 1987’s Black Monday, the Great Depression and the Great Financial Crisis were (and continue to be) everywhere. FCA PROPOSES STRONGER PROTECTION FOR CONSUMERS IN The FCA has today set out plans for a new Consumer Duty, which will set a higher level of consumer protection in retail financial markets for firms to adhere to. Firms are already bound by FCA rules and principles to treat customers fairly and many firms are delivering the right outcomes for consumers, including good products and services at GROWTH REBOUND "COULD BE FAR HIGHER THAN MARKETS HAVE BEEN As the UK awaits the next phase of the easing of Covid restrictions from Monday 17th May, Ben Kumar, Senior Investment Strategist at 7IM shares his view that there are opportunities for growth as the economy unlocks. He comments: “It’s been more than a year since our working lives were well LGIM LAUNCHES GLOBAL THEMATIC FUND The new fund provides diversified access to multiple long-term themes. Legal & General Investment Management (LGIM) has today announced the launch of a Global Thematic Fund. Through this fund, investors will be able to access multiple investment themes focused on innovation and long-term growth while seeking to maximise diversification. SQUARE MILE'S 3D INVESTING: NEW RATINGS AND CERTIFICATIONSAUTHOR: SUE

WHITBREAD

3D Investing, Square Mile’s subsidiary dedicated to providing independent evidence that funds meet their Responsible Investment claims, today announces the new Certifications awarded to funds in Q4 2020. In the first round-up of this kind, 3D Investing confirms that it certified 13 funds, 10 of which qualified for a 3D Impact rating. DELAYS AT PROBATE REGISTRY DUE TO COVID-19 CAUSING Delayed probates can cause problems for dependants unable to pay bills and forced to take emergency loans. Coronavirus disruption at the probate registry means that family members and other dependants of the deceased are facing considerable delays in receiving their inheritances, putting many under enormous financial stress, says Wilsons, a private wealth law firm. INTERGENERATIONAL PLANNING; RESEARCH SHOWS £293BILLIONAUTHOR: SUE

WHITBREAD

The money is intended for big spending such as paying off student debt or helping with a house deposit and some children and grandchildren can look forward to much bigger gifts with one in nine (11%) of parents and grandparents planning to give more than £25,000 each. UK PENSIONS SYSTEM DISADVANTAGES WOMEN UK pensions system disadvantages women. Barnett Waddingham’s analysis into defined contribution (DC) pension schemes reveals that there is a stark disparity in wealth at retirement, with there being a 25 to 45% difference in men and women’s pension pots at retirement. Amanda Latham, Policy & Strategy Lead at Barnett Waddingham, commented

IFA MAGAZINE

Financial Planning Assistant / IFA Administrator. We are looking for someone that has experience working in an IFA environment to provide a first class administration and support service to Financial Services Consultants, where you will be meeting and exceeding the expectations

of the clients.

WHAT ARE THE KEY DRIVERS IN CLIENT ACQUISITION? What are the key drivers in client acquisition? Reputation and word of mouth still trump digital marketing for clients choosing which financial adviser they want to work with. That’s according to new research conducted by Lancaster University Management School on behalf of Financial Management Bureau, an advisory firm based in Kendal,

Cumbria.

COVID-19 AND INTEREST RATES Covid-19 and interest rates. “We Just Witnessed The Fastest Stock Market Correction on Record” was Friday’s attention grabbing headline, after the S&P 500 dropped more than 10% in just six days. Comparisons to 1987’s Black Monday, the Great Depression and the Great Financial Crisis were (and continue to be) everywhere. FCA PROPOSES STRONGER PROTECTION FOR CONSUMERS IN The FCA has today set out plans for a new Consumer Duty, which will set a higher level of consumer protection in retail financial markets for firms to adhere to. Firms are already bound by FCA rules and principles to treat customers fairly and many firms are delivering the right outcomes for consumers, including good products and services at GROWTH REBOUND "COULD BE FAR HIGHER THAN MARKETS HAVE BEEN As the UK awaits the next phase of the easing of Covid restrictions from Monday 17th May, Ben Kumar, Senior Investment Strategist at 7IM shares his view that there are opportunities for growth as the economy unlocks. He comments: “It’s been more than a year since our working lives were well LGIM LAUNCHES GLOBAL THEMATIC FUND The new fund provides diversified access to multiple long-term themes. Legal & General Investment Management (LGIM) has today announced the launch of a Global Thematic Fund. Through this fund, investors will be able to access multiple investment themes focused on innovation and long-term growth while seeking to maximise diversification. SQUARE MILE'S 3D INVESTING: NEW RATINGS AND CERTIFICATIONSAUTHOR: SUE

WHITBREAD

3D Investing, Square Mile’s subsidiary dedicated to providing independent evidence that funds meet their Responsible Investment claims, today announces the new Certifications awarded to funds in Q4 2020. In the first round-up of this kind, 3D Investing confirms that it certified 13 funds, 10 of which qualified for a 3D Impact rating. DELAYS AT PROBATE REGISTRY DUE TO COVID-19 CAUSING Delayed probates can cause problems for dependants unable to pay bills and forced to take emergency loans. Coronavirus disruption at the probate registry means that family members and other dependants of the deceased are facing considerable delays in receiving their inheritances, putting many under enormous financial stress, says Wilsons, a private wealth law firm. INTERGENERATIONAL PLANNING; RESEARCH SHOWS £293BILLIONAUTHOR: SUE

WHITBREAD

The money is intended for big spending such as paying off student debt or helping with a house deposit and some children and grandchildren can look forward to much bigger gifts with one in nine (11%) of parents and grandparents planning to give more than £25,000 each. UK PENSIONS SYSTEM DISADVANTAGES WOMEN UK pensions system disadvantages women. Barnett Waddingham’s analysis into defined contribution (DC) pension schemes reveals that there is a stark disparity in wealth at retirement, with there being a 25 to 45% difference in men and women’s pension pots at retirement. Amanda Latham, Policy & Strategy Lead at Barnett Waddingham, commented

IFA MAGAZINE

Assistant Paraplanner. Assistant Paraplanner. The Client The chance to join an award winning financial planning and investment management company with offices throughout the UK, who hold an exceptional reputation within the industry, providing a ‘THE POWER OF ESG IN INVESTMENT PORTFOLIOS’: WEBINAR 8 hours ago · ‘The power of ESG in investment portfolios’ is one of our best webinars to date, with interesting and exciting discussion on sustainability and investment. Our recent webinar provided a forum for an engaging conversation about ESG and included several insightful speakers. Julia Dreblow NEW MPS LAUNCH FROM LGIM TO MEET ADVISER DEMAND 1 day ago · LGIM has reported that, in a move that is deemed highly competitive, the initial pricing will be set at an annual management fee of 6bps*, in response to client demand.Designed to help a broad range of investors, these model portfolios are positioned to help offer attractive returns for clients in line with their investment

goals.

STILL TIME TO REGISTER FOR THE UPCOMING WEBINAR: THE POWER Register now and join us for a comprehensive webinar around ESG. The power of ESG in investment portfolios: Your invitation Thursday 10th

June 2021 10:00 - 1

'HYBRID' ADVICE

1 day ago · Advice technology specialist Ignition has proposed that digital capabilities can enhance the advice business model in market study ‘reimagining financial advice’. The hybrid model is said to make advice delivery up to 80% faster for firms and is shown to already aid advisers working with M&G Wealth. BUSINESS PROPERTY RELIEF AND ESTATE PLANNING OPPORTUNITIES 15 hours ago · Jessica Franks, Head of Tax at Octopus Investments, explains how one estate planning option can help your clients plan their estate. Advisers who have Business Property Relief (BPR) in their arsenal are better equipped to help clients plan for their estate. If a client has an objection to planning THEN AND NOW: 10 YEARS OF INVESTING IN ASIA’S EVOLUTION Asia, home to over half the global population, remains the most exciting investment destination on earth. When we launched the CC Asian Evolution Fund 10 years ago, many markets across the region were at the foot of the ‘S-curve’ of consumption. Discretionary income

was low to

AHEAD OF THE G7, ASI’S CHIEF ECONOMIST ON WHY HE BELIEVES 10 hours ago · In anticipation of G7, Jeremy Lawson outlines his thoughts on policy expectations, ASI’s climate policy index and scenario analysis outcomes, and emphasises the need for urgent action ahead of COP26. The COP 26 meetings are due to be held in Glasgow in GREEN ANGEL SYNDICATE ADD NEW CFO TO BOARD 1 day ago · Green Angel Syndicate promote Christine Chisholm to position of Chief Financial Officer. Green Angel Syndicate is one of the largest active angel syndicates in the UK and the first to specialise in the fight against climate change. Christine Chisholm has recently been appointed Chief Financial “A LITTLE LESS GROWTH, A LITTLE MORE INFLATION” “Economic growth will soon slow but inflationary pressures could linger for some time, which means investors should consider a more defensive stance”, says Luca Paolini, chief strategist at Pictet Asset Management “Inflation has become investors’ chief concern.

Price pressures are

IFA MAGAZINE

IFA Magazine – for today’s discerning financial and investment professional. Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers, planners and paraplanners. LGIM LAUNCHES GLOBAL THEMATIC FUND The new fund provides diversified access to multiple long-term themes. Legal & General Investment Management (LGIM) has today announced the launch of a Global Thematic Fund. Through this fund, investors will be able to access multiple investment themes focused on innovation and long-term growth while seeking to maximise diversification. COVID-19 AND INTEREST RATES Covid-19 and interest rates. “We Just Witnessed The Fastest Stock Market Correction on Record” was Friday’s attention grabbing headline, after the S&P 500 dropped more than 10% in just six days. Comparisons to 1987’s Black Monday, the Great Depression and the Great Financial Crisis were (and continue to be) everywhere. DELAYS AT PROBATE REGISTRY DUE TO COVID-19 CAUSING Delayed probates can cause problems for dependants unable to pay bills and forced to take emergency loans. Coronavirus disruption at the probate registry means that family members and other dependants of the deceased are facing considerable delays in receiving their inheritances, putting many under enormous financial stress, says Wilsons, a private wealth law firm. SQUARE MILE'S 3D INVESTING: NEW RATINGS AND CERTIFICATIONS 3D Investing, Square Mile’s subsidiary dedicated to providing independent evidence that funds meet their Responsible Investment claims, today announces the new Certifications awarded to funds in Q4 2020. In the first round-up of this kind, 3D Investing confirms that it certified 13 funds, 10 of which qualified for a 3D Impact rating. JUST GROUP LAUNCHES NEW AWARDS TO CELEBRATE ADVISORY TEAM Just Group has launched a new award scheme dedicated to recognising and showcasing business leadership, financial advice, paraplanner and support staff for excellence in supporting vulnerable customers.. The Just Group 2021 Vulnerable Customer Awards will honour the achievements of firms, and individuals working within them, who have been seeking to ensure that customers INTERGENERATIONAL PLANNING; RESEARCH SHOWS £293BILLION The money is intended for big spending such as paying off student debt or helping with a house deposit and some children and grandchildren can look forward to much bigger gifts with one in nine (11%) of parents and grandparents planning to give more than £25,000 each.

THE CRM DILEMMA

Common problems. Many firms may say that they function perfectly well without using a CRM however when digging deeper some common issues arise such as: 1. The firms tend to be overstaffed. Staff are employed in roles which could be replaced by the CRM. Examples of these job roles include data inputting from one document into another, checking THE ROLE OF THE PRACTICE MANAGER IN FINANCIAL PLANNINGCHURCH FINANCIAL MANAGER JOB DESCRIPTIONFINANCIAL OFFICE MANAGER JOB DESCRIPTIONFINANCE MANAGER JOB DESCRIPTION PDFFINANCE MANAGER JOB DESCRIPTION SAMPLEFINANCIAL SERVICES MANAGER JOBSSENIOR FINANCE MANAGER JOB

DESCRIPTION

This person is fundamental in assisting the principal, allowing them to concentrate on their client-facing and strategic planning roles. The practice manager will divert work away from the principal, either dealing with this directly or delegating throughout the business. GALE AND PHILLIPSON CELEBRATES FIRST ANNIVERSARY WITH Wealth management firm Gale and Phillipson, which has offices in London, Newcastle, Richmond and Northallerton, has just celebrated its first anniversary by posting a record revenue figure.

IFA MAGAZINE

IFA Magazine – for today’s discerning financial and investment professional. Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers, planners and paraplanners. LGIM LAUNCHES GLOBAL THEMATIC FUND The new fund provides diversified access to multiple long-term themes. Legal & General Investment Management (LGIM) has today announced the launch of a Global Thematic Fund. Through this fund, investors will be able to access multiple investment themes focused on innovation and long-term growth while seeking to maximise diversification. COVID-19 AND INTEREST RATES Covid-19 and interest rates. “We Just Witnessed The Fastest Stock Market Correction on Record” was Friday’s attention grabbing headline, after the S&P 500 dropped more than 10% in just six days. Comparisons to 1987’s Black Monday, the Great Depression and the Great Financial Crisis were (and continue to be) everywhere. DELAYS AT PROBATE REGISTRY DUE TO COVID-19 CAUSING Delayed probates can cause problems for dependants unable to pay bills and forced to take emergency loans. Coronavirus disruption at the probate registry means that family members and other dependants of the deceased are facing considerable delays in receiving their inheritances, putting many under enormous financial stress, says Wilsons, a private wealth law firm. SQUARE MILE'S 3D INVESTING: NEW RATINGS AND CERTIFICATIONS 3D Investing, Square Mile’s subsidiary dedicated to providing independent evidence that funds meet their Responsible Investment claims, today announces the new Certifications awarded to funds in Q4 2020. In the first round-up of this kind, 3D Investing confirms that it certified 13 funds, 10 of which qualified for a 3D Impact rating. JUST GROUP LAUNCHES NEW AWARDS TO CELEBRATE ADVISORY TEAM Just Group has launched a new award scheme dedicated to recognising and showcasing business leadership, financial advice, paraplanner and support staff for excellence in supporting vulnerable customers.. The Just Group 2021 Vulnerable Customer Awards will honour the achievements of firms, and individuals working within them, who have been seeking to ensure that customers INTERGENERATIONAL PLANNING; RESEARCH SHOWS £293BILLION The money is intended for big spending such as paying off student debt or helping with a house deposit and some children and grandchildren can look forward to much bigger gifts with one in nine (11%) of parents and grandparents planning to give more than £25,000 each.

THE CRM DILEMMA

Common problems. Many firms may say that they function perfectly well without using a CRM however when digging deeper some common issues arise such as: 1. The firms tend to be overstaffed. Staff are employed in roles which could be replaced by the CRM. Examples of these job roles include data inputting from one document into another, checking THE ROLE OF THE PRACTICE MANAGER IN FINANCIAL PLANNINGCHURCH FINANCIAL MANAGER JOB DESCRIPTIONFINANCIAL OFFICE MANAGER JOB DESCRIPTIONFINANCE MANAGER JOB DESCRIPTION PDFFINANCE MANAGER JOB DESCRIPTION SAMPLEFINANCIAL SERVICES MANAGER JOBSSENIOR FINANCE MANAGER JOB

DESCRIPTION

This person is fundamental in assisting the principal, allowing them to concentrate on their client-facing and strategic planning roles. The practice manager will divert work away from the principal, either dealing with this directly or delegating throughout the business. GALE AND PHILLIPSON CELEBRATES FIRST ANNIVERSARY WITH Wealth management firm Gale and Phillipson, which has offices in London, Newcastle, Richmond and Northallerton, has just celebrated its first anniversary by posting a record revenue figure.

IFA MAGAZINE

IFA Magazine – for today’s discerning financial and investment professional. Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers, planners and paraplanners. WORLD ECONOMIC GROWTH IN 2021 WILL BE THE HIGHEST IN AT Luc Filip, head of discretionary portfolios at SYZ Private Banking shares his thinking with IFA Magazine on today’s global macroeconomic outlook The ongoing global recovery is very strong. World economic growth this year will be the highest in at HEAR FROM JM FINN AT THE MPS WEBINAR 17 hours ago · Join us on Thursday, 17th June at 10am for an in-depth discussion about MPS, reflecting on some lessons learned from 2020, the performance of discretionary managers, and finding integrity and knowledge in MPS in the current financial market. Click here to “A LITTLE LESS GROWTH, A LITTLE MORE INFLATION” 1 day ago · “Economic growth will soon slow but inflationary pressures could linger for some time, which means investors should consider a more defensive stance”, says Luca Paolini, chief strategist at Pictet Asset Management “Inflation has become investors’ chief concern. Price pressures are THE BANK OF ENGLAND IS IN NO HURRY TO ‘GO CRYPTO’ 20 hours ago · “The Bank of England is in no hurry to ‘go crypto’, because before it goes anywhere near issuing Britcoin, it needs to be sure that creating its own digital currency wouldn’t do RETAIL SUSTAINABLE AND RESPONSIBLE INVESTMENT SPECIALIST 1 day ago · Register now and join us for a comprehensive webinar around ESG.The power of ESG in investment portfolios: Your invitationThursday 10th June 2021 10:00 - 11:30The discussion will be chaired by retail sustainable and responsible investment specialist Julia Dreblow, Director of SRI Services and founder of Fund EcoMarket.Julia is a passionate advocate of the need for the financial

services

“WE STAND READY TO SUPPORT THE BLUE ECONOMY BUT WHERE ARE 20 hours ago · Managers of UK’s largest ethical sterling corporate bond fund discuss the importance and “scarcity” of blue bonds ahead of tomorrow’s World Oceans Day While green bonds are on the right path and the blue bond market – bonds that look to raise capital to finance marine and ocean-based WHERE WILL WE FIND THE NEXT UBER? EISA’s Director General, Mark Brownridge, is in optimistic mood as he argues why he believes it will be companies from within the EIS and SEIS ranks which will rise to the challenge and become the next Uber or AirBnB So now we know for sure. REGISTER NOW FOR THE MPS WEBINAR Following on from the successful webinar we ran last year around MPS, we are delighted to announce that we will be hosting a follow up discussion. Join us on Thursday 17th June at 10am for an in-depth discussion of the advantages for IFAs and their clients of LESSONS FROM THE NETHERLANDS Alexander Egerton, Partner and Head of Data Protection at Seddons LLP discusses how British businesses need to urgently consider appointing an EU based data protection representative or risk large fines. The requirement to appoint an EU GDPR Representative is

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A SKY FULL OF STARS – WHAT LESSONS CAN WE LEARN FROM THE WOODFORD

DEBACLE?

BRIAN TORA REFLECTS ON THE RISE OF SO-CALLED ‘STAR’ FUND MANAGERS AND THE IMPORTANCE OF EFFECTIVE DUE DILIGENCE WHEN IT COMES TO FUND ANALYSIS AND SELECTION

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PROPERTY INVESTMENT OPPORTUNITIES IN SUSTAINABLE AND IMPACT INVESTING REGISTER FOR THE ESG WEBINAR 28TH APRIL TO HEAR MORE FROM KING &

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__ April 20, 2020

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The road back to the UK for expats requires careful navigation to avoid costly mistakes. Marc Beattie, COO at Arlo... OCTOPUS LIVE ONLINE: THE ESTATE PLANNING SHOW

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For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to... CHINESE RELATIONS WITH EUROPE UNDER SPOTLIGHT

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The Coronavirus has proved a profound international crisis. The Chinese economy has fallen 6.8% in the first quarter of 2020.... BOND INVESTMENT OPPORTUNITIES IN SUSTAINABLE AND IMPACT INVESTING

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The collapse in the oil price will feed into inflation next year, but so will the effects of the unprecedented... WORRIED ABOUT VIRUS VOLATILITY ON THE STOCK MARKET? THEN MAYBE GIVE

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It’s not just the pandemic – even before that cropped up the world was a desperately uncertain place. But however... �75M BOOST FOR UK’S REGIONAL ENTREPRENEURS

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British Business Investments, a commercial subsidiary of the British Business Bank, has announced a new £15m commitment to Par Equity... OK ZOOMER! HOW TO TAKE MORE OF YOUR FINANCIAL SERVICES BUSINESS

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As we all plough on through this wild and woolly new world, making the most of the strange situation we’re...

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The road back to the UK for expats requires careful navigation to avoid costly mistakes. Marc Beattie, COO at Arlo... OCTOPUS LIVE ONLINE: THE ESTATE PLANNING SHOW

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For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to... CHINESE RELATIONS WITH EUROPE UNDER SPOTLIGHT

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__ April 17, 2020

The Coronavirus has proved a profound international crisis. The Chinese economy has fallen 6.8% in the first quarter of 2020.... BOND INVESTMENT OPPORTUNITIES IN SUSTAINABLE AND IMPACT INVESTING

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__ April 17, 2020

The collapse in the oil price will feed into inflation next year, but so will the effects of the unprecedented... WORRIED ABOUT VIRUS VOLATILITY ON THE STOCK MARKET? THEN MAYBE GIVE

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__ April 17, 2020

It’s not just the pandemic – even before that cropped up the world was a desperately uncertain place. But however... �75M BOOST FOR UK’S REGIONAL ENTREPRENEURS

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__ April 17, 2020

British Business Investments, a commercial subsidiary of the British Business Bank, has announced a new £15m commitment to Par Equity... OK ZOOMER! HOW TO TAKE MORE OF YOUR FINANCIAL SERVICES BUSINESS

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__ April 16, 2020

As we all plough on through this wild and woolly new world, making the most of the strange situation we’re... HEAR FROM BEN NELMES OF UKSIF IN THE ESG WEBINAR

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Ben Nelmes of the UK Sustainable Investment and Finance Association (UKSIF) will give a brief overview of the policy developments...

ADVISER CENTRE

Adviser Centre

TOOLS AND CALCULATORS Explore the options and uncover issues that could affect your clients – from tax to returns and more. Please note,...

by Alex Sullivan

__ October 16, 2019

Adviser Centre

TOP SLICING RELIEF FOR BONDS TAXATION: THE FACTS An article from the Technical team at Prudential which takes a look at all you need to know about top-slicing...

by Alex Sullivan

__ October 16, 2019

BETTER BUSINESS

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THE CRM DILEMMA

Tracey Underwood of PACE Solutions has practical tips which you can follow to support your business success. Customer Relationship

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__ April 7, 2020

Better Business

USING VIDEO IN FINANCIAL ADVICE It is clear that there are forces at play within financial services which are radically altering the way advisers need...

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INTERVIEWS

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SUSTAINABLE INVESTING IN THE SPOTLIGHT IFA Magazine talks to Ama Seery, ESG Analyst, Janus Henderson Global Sustainable Equity Fund about the principles and practice of...

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__ March 31, 2020

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LEADING THE WAY

Many things have changed over the last ten years. Few are more prominent than the continuing rise in the awareness...

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__ February 27, 2020

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WHY SUSTAINABLE INVESTMENT MATTERS | IFA 87 | APRIL 2020 So, here we are firmly in bear market territory. Not just in the UK but right across global markets. With everything that has been going

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If there was one theme that was prominent in the dying months of last year and as the new decade...

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Oh dear, and my Billiton shares were doing so nicely too. The prime Australian purveyor of much-needed steelmaking coal to...

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IMF BACKS BREXIT EXTENSION

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__ April 16, 2020

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