On the 5th, 6th and 7th October 2009 Andy Jervis attended this years Institute of Financial Planning Annual Conference at the Celtic Manor Resort near Newport in South Wales. Andy spoke in two of the sessions on the topic of Lifeplanning, a subject of great interest to financial planners at this time as they get to grips with new ways of operating as a result of the forthcoming implementation of the Retail Distribution review.
In many ways the Conference felt as though the time has arrived for the new profession of Financial Planning to emerge into the mainstream. There is clearly real enthusiasm to adopt business practices and processes that put a firm's clients at the centre of the circle, and to learn how to develop a robust business model that is based on something greater than simply selling more and more financial products.
This spirit was exemplified by some of the speakers and attendees, and when he wasn't sitting in a session with a sharpened pencil avidly taking notes, Andy was making use of his trusty voice recorder to obtain interviews with some leading figures in the financial planning world. We are delighted to be able to make these recordings available, and hope that you enjoy listening to them.
IFP Conference October 2009 - Interview with Barry Pitfield of JCS Software
Chesterton House has used JCS back office software for many years. Andy Jervis caught up with the owner and Managing Director of JCS, Barry Pitfield, between sessions at the IFP Conference in October 2009. In this interview Barry discusses developments that will affect advisers and consumers as technology develops, and offers a unique insight into how JCS are meeting the challenges ahead.
IFP Conference October 2009 - Interview with Nick Cann, IFP Chief Executive
As Chief Executive of the Imstitute of Financial Planning Nick Cann leads a very busy life, and never more so than at the Institute's Annual Conference, which took place this year at the Celtic Manor Resort in Newport.
As the profession of financial planning comes of age, partly as a result of natural maturation and partly forced by regulatory change, the Institute of Financial Planning is at the forefront of developments affecting those advisers who have chosen to offer comprehensive planning services to their clients.
Nick Cann is ideally placed to comment on the issues facing financial planners. Andy Jervis caight up with him in between sessions at this year's Conference. In this interview, Nick discusses the future for the profession, some of the changes that he expects are to come, and his achievements during ten years at the helm of the IFP.
IFP Conference October 2009 - Interview with Paul Resnik, CEO of Finametrica
For advisers seeking a robust and insightful way to measure their clients' tolerance for investment risk, Finametrica has come to represent the benchmark in effective systems, and all clients of Chesterton House will be familiar with the questionnaire and reports which are so useful in creating their financial plans.
Based in Australia, Paul is a leading thinker in the financial services world. As joint founder of Finametrica, which is also widely used in the UK and USA, he has a worldwide perspective on adviser practices and investor attitudes.
Andy chatted to Paul at the IFP Conference about how investor's risk tolerance has changed following the global economic turmoil, and the differences between UK and Australian markets. Listen here to this wide-ranging and thought-provoking interview.