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

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

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

London-based CoreData Research is a subsidiary of Australian market intelligence and research consultancy Brandmanagement. CoreData Research provides financial services institutions with market intelligence and in-depth analysis on banking, pension and insurance customers, as well as on active retail investors in the UK. In 2007 CoreData Research carried out research looking at investor and adviser views on Sipps, wraps and investment platforms and small business finance and banking. It also worked with Pensions Management magazine at Financial Times Business to provide data on adviser views for the PM technology, admin and service (TAS) awards and is currently engaged in other research projects with FT Business and other UK organisations.

www.coredataresearch.co.uk

Morse is an international consulting company which provides specialist management consulting to the financial services industry helping clients to identify and address business opportunities, enabling the delivery of change to improve business performance and reduce risk. We can advise you on:

• Business Strategy

• Operational Strategy

• Technology Strategy

• Sourcing

We can help you with: Change management • Implementation • Remediation. We have an exceptional market reputation for our high-calibre consultants, excellent client services, flexible and collaborative working style, industry knowledge and demonstrable value.

www.morse.com

www.IFAbonus.co.uk is the ULTIMATE information site for all Financial Advisers. Don't forget to register at our free find an IFA site www.Findapro.co.uk and for our free newsletter.

IFA Life is the online business resource and social network for IFAs, Financial Planners and

Mortgage Advisers. Share best practice, improve your Internet presence and find new clients by joining today. When you join, like many other IFAs you'll discover sales, marketing and business development tools - specifically designed to help IFAs and financial advisers to build the visibility, professional credibility and profitability of their businesses. And like IFA Life members, you'll discover help, friendship and support from other financial professionals. In short, IFA Life is the Financial Adviser's Home on the Internet.

www.ifalife.com

Investment, Life & Pensions Moneyfacts (ILP) delivers unbiased, comprehensive data directly to your desk. With wide-ranging coverage of income protection, term assurance, pensions, annuities, ISAs, endowments and bonds. ILP is an invaluable sales tool for face-to-face meetings. All data pages are clearly presented, with easy to follow charts and graphs, including tables for audit trails. Containing the most up-todate fund performance figures of any trade monthly - covering over 8,000 funds - ILP can improve your knowledge of the latest market performance. In addition, our surveys and technical articles from key industry figures will keep you in touch with what’s happening in the industry and help towards CPD reading.

www.moneyfacts.co.uk/subscriptions/details.aspx?magazinetype=i

PAM UK and its online sister product PAMonline combine to provide the definitive guide to private asset managers within the UK. PAM UK has become the industry 'bible' for anyone accessing information on UK private asset managers. PAMonline is the essential search product for UK private investors and their professional intermediaries. Both products have been developed to interact with each other, providing their audiences with easy and accessible sources of qualitative and quantitative data.

www.pamonline.com

Private Client Practitioner is written for private client practitioners by private client practitioners, creating a bi-monthly forum of key domestic and international issues. The content provides a valuable insight into developments within private client practice. Core Content: • News - via TheWealthNET • Book Reviews • Industry Interviews - Key industry professionals interviewed • Technical Reports - Cases, precedents and other technical developments affecting the trust and estate industry • Topical Feature - Important review on a major industry sector • Jurisdiction Review - An update of a major trust and estate jurisdiction • People Moves - Digest of private client appointments, linked to TopWealthJOBS.

TheWealthNET is the leading information site providing real-time breaking news in wealth management. With over six years of archived material, including sector analysis, interviews and extensive market reports from our sister magazines Wealth Management, Trust & Estate Practitioner and Wealth Technology. Core Content:

• Real-time breaking news about the latest industry stories

• Bespoke content delivery to match users’ personal areas of interest

• Full text search of all archived issues of Wealth Management since 1997

• Access to a unique directory of ancillary service providers

• Comprehensive, international events calendar.

FREE 14 Day TRIAL: www.thewealthnet.com or e-mail James Baker on jbaker@tru-est.com or call +44 20 7674 0418.

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