The Personal Finance Society is the leading professional organisation for financial advisers and those in related roles. With some 22,000 members, it promotes the highest standards of professionalism in the industry. It sets the standards for technical knowledge, customer service and ethical practice across the entire financial advice community. To achieve its aims, the Society provides its members with access to technical qualifications, learning materials, support services and practical benefits. The Personal Finance Society is uniquely placed, as a lobbying and campaigning organisation to support consumer demands for reliable, professional advice. It also works with the regulator to represent its members’ interests and help to shape the environment within which advice is given.

www.thepfs.org

AIFA is the voice of the IFA profession. We are here to present the collective view of our membership to the regulator and those policy makers who have an impact on the IFA market place and the business operation of IFAs. There is a clear need for IFAs to speak with one strong voice. Our role is to bring about this united front. We influence the opinions of decision makers to direct policy towards a light-touch regulatory structure, and are sought out to provide our knowledge and expertise to better understand and define practical policy. We are funded by our members and industry supporters, and are a not-for-profit organisation.

www.aifa.net

The Institute of Financial Planning is the UK professional body of those committed to the development of the multi-discipline profession of Financial Planning

The Institute was formed in 1986 to:

• Promote the profession and practice of Financial Planning

• Increase public awareness of the need for Financial Planning

• Create a recognised professional qualification for its members

• Ensure ethical standards through its Code of Ethics and Practice Standards

• Encourage education in the theory and practice of Financial Planning

• Share members’ knowledge and skills with other professionals for the benefit of their clients

• Establish a Registry of Certified Financial PlannerCM professionals.

For further information please ring 01179-452470 or visit the website.

www.financialplanning.org.uk

TISA is the trade association for the retail financial services sector. TISA works to improve tax incentivised savings schemes and promotion of savings in the UK. TISA works closely with industry, government, HM Treasury (HMT), HM Revenue & Customs (HMRC) and the Financial Services Authority (FSA) to enhance and improve the range, features, benefits, promotion and quality of savings schemes in the UK. These include Individual Savings Accounts (ISA), Child

Trust Funds (CTF), personal pensions, employer-based schemes, and other consumer-centric, Government savings schemes and savings initiatives. TISA is the key trade association involved in presenting a cohesive industry view to the FSA on WRAP and Fund Supermarkets or Platforms.

www.tisa.uk.com

Each week Professional Adviser features:

News section. Professional Adviser will continue to deliver exclusive, analytical coverage of the investment markets and the financial advice industry that keeps advisers on the cutting edge of news and trends in the industry.

Comment. Professional Adviser is extending its comment and opinion pages to bring our readers the best and often the most controversial of opinions on the industry in which we work, including industry names like David Ferguson, outspoken CEO of the Nucleus Wrap, David Stevenson, columnist with the FT and others…

The Better Business section. This will highlight key business issues for adviser firms and have features and analysis providing practical solutions to those issues.

Also featured in this section will be in-depth interviews and profiles with leading adviser figures and firms, plus regular features on business related topics including platforms, technology, tax, etc.

The Investment Section. Core to this will be Professional Adviser’s HOT 100, interviews with big name managers alongside up and coming talent to watch, dedicated pages on multi-manager investment and features on topical issues, for example income investment, asset allocation, etc.

Statistics and analysis. This section will include the comprehensive Lipper based tables as well as in-depth reports on sector, investment trends and fund manager focuses.

www.professionaladviser.co.uk

IFA Marketplace offers a complete service to buyers or sellers of IFA businesses, designed to make the merger and acquisition process as efficient as possible.

Three key value drivers for your business, in future, will be your level of funds under management, your recurring income stream, and your pre-tax profits. Therefore, identifying businesses within your area who would be interested in selling to, or merging with you, as part of your own business growth strategy may be timely, as opposed to trying to achieve growth organically. The ability to consider several different offers for purchase will significantly improve your chances of getting the right deal.

In addition, we can assist where requested, with:

• Legal assistance and drafting

• Legal due diligence

• Formal valuations

• Financial due diligence

• Business planning and Information Memorandum preparation

• Compliance review

• Regulatory risk assessments

• Accountancy services and tax advice

• Business transitioning

To find out more about IFA Marketplace please visit www.ifamarketplace.co.uk

SimplyBiz is one of the largest support services for IFAs in the UK. We place great emphasis on providing a high quality and personal service to each of the 5,000 individual advisers whom we serve.

SimplyBiz member firms enjoy a core package which includes comprehensive compliance support, clear and transparent pricing, technical support, regulatory updates and enhanced commissions.  

We have also recently enhanced this service to include a full refund of CII exam fees (cert PFS to diploma) during 2009, free investment research tool and file checking at heavily discounted prices all part of our service at just 2.5% + VAT of annual turnover, capped at  £499 +VAT per month.

Contact 01484 439121 or email recruitment@Simplybiz.co.uk for more details.

www.simplybiz.co.uk

Threesixty services LLP is a leading provider of support services to directly regulated IFA practices, and already delivers high quality support to over 570 IFA practices and 3000 advisers throughout the UK.

threesixty provide business consultancy and outsourcing solutions at every level an IFA needs, with an emphasis on improving profitability and maximising exit values. A full range of services are available, including in depth compliance support on issues such as automatic rebalancing,  technology advice on the best CRMs and improved terms designed to give you a commercial edge. threesixty already advise a number of the UK’s most highly thought of advisers, and allow business owners to share their experiences though regional meetings and forums.

Our flexible contract enables you to tailor the services you use as you progress, allowing you to access the most relevant expertise to suit your business needs. We pride ourselves on delivering excellent customer service and putting the needs of our customers first.

The vision and mission of The European Banking News Network is to provide our subscribers with accurate, relevant, timely news, strategic analysis and business critical information on all issues taking place within the financial services sector.

The site provides information on the following five key areas:

1.       Banking news

2.       Wealth Management news

3.       Compliance & Legal news

4.       Financial IT news

5.       Offshore jurisdiction news

6.       Alternative Investment News

Visit www.eubankers.net/eu_register.php?what=trial and avail of our 30-day FREE TRIAL.

Successful IFAs and Financial Planners join IFA Life to network, share best practice, debate industry issues, get found on Google, read news, find training events - and to provide help and support to one another.  They discover marketing and business development tools, help to pass exams, friendship and a thriving community of financial advice professionals.  Successful IFAs are networking at www.ifalife.com.

PanaceaIFA's role is to join up the loose connections between directly regulated Independent Financial Advisers and product providers. Over the years, smaller directly regulated IFA firms have lost the face to face support resource that existed for the benefit of customers. The aim is also to correct the support and service imbalance with providers – currently in favour of Networks and larger national IFA firms. PanaceaIFA.com is the only active community for small directly regulated IFA firms who are looking for access to help, educational support, advice, business ideas and technical training from major product providers all in one place- and

for free!
www.panaceaifa.com

Privatebanking.com provides lead generation, branding and global reach to financial service providers. The site also offers the first social network platform exclusively aimed at the needs of high net worth individuals, bankers and financial service professionals.

With roughly 800,000 unique visitors per month privatebanking.com is the world’s leading internet portal for Private Banking and Wealth Management. We facilitate the search for financial service providers, generate leads and help our subscribers with building strong brand recognition.

Privatebanking.com’s Bankers’ Network is an online community that caters to the needs of high net worth individuals, bankers and financial service professionals. The aim of the platform is to foster business development, career building and opportunities in all areas related to the global wealth management industry.

www.privatebanking.com

Rubii.co.uk is the UK’s most sophisticated financial adviser search engine, business development platform and blog. Launched in January 2009 Rubii assists consumers to search, connect and rank regulated financial advisers in the UK. It is free for both consumers and advisers to register, with advisers being charged when they accept a new client or piece of business. Advisers can promote themselves on Rubii via submitting a blog or article, and by sponsoring key terms. Rubii is currently developing future functionality including wealth forecasting tools and online meeting spaces, amongst others. For more information or to register for free visit www.rubii.co.uk.