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Your search keyword '"FINANCIAL planning"' showing total 12 results
Start Over Descriptor "FINANCIAL planning" Topic financial planners Publication Year Range Last 50 years Region united kingdom
12 results on '"FINANCIAL planning"'

1. Protection: Dispelling the myths surrounding life insurance.

Author

Warren, Chelsea

Subjects
INSURANCE, MORTGAGE loans, EMPLOYEE benefits, PERSONAL finance, FINANCIAL planning, FINANCIAL planners
Abstract

The article explores the common misconceptions of mortgage borrowers about insurance in Great Britain. It mentions the preference of clients to avail of an insurance coverage that complements the work benefits they receive. It explains the role of budget in protection planning and recommendation received from an adviser. Also noted is the benefit of taking an insurance cover as soon as possible.

Published
2021

2. Carlyle Extends UK Money Manager Deal Spree With Metis Purchase.

Author

Robertson, Benjamin

Subjects
WEALTH management services, FINANCIAL planners, FINANCIAL planning, PORTFOLIO managers (Investments), ASSET management
Abstract

(Bloomberg) -- Carlyle Group Inc.'s fast-growing wealth management platform in the UK has struck its fourth deal in less than two months as it seeks a consolidation play in the country's fragmented market for financial planning. The Metis acquisition is the latest in a flurry of deals by Hurst Point, a stable of investment managers and financial planners formed by Carlyle in 2019. [Extracted from the article]

Published
2022

3. A Hybrid-Based Expert System for Personal Pension Planning in the UK.

Author

Lymer, Andrew and Richards, Ken

Subjects
EXPERT systems, ARTIFICIAL intelligence, FINANCIAL planning, FINANCIAL planners
Abstract

While advanced computing technology, and particularly the use of artificial intelligence in the form of expert systems, could not necessarily be said to be common in the US financial planning domain, it is certainly not unheard of. This situation is significantly different from that found in the comparable UK domain. This paper is based on a project to look at the use of computing technology to support the role of the personal financial adviser in the UK--a domain in which little published research work has been undertaken. It briefly describes the current UK marketplace and details the construction of a small hybrid-based expert system, built to support the selection of personal pension plans, to illustrate the inherent value in developing such technology in this domain. The paper discusses the benefits of using hybrid representational techniques as opposed to single representations in creating an expert system in a financial planning domain. [ABSTRACT FROM AUTHOR]

Published
1995
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4. Go Global.

Author

Bowen Jr., John J. and Adams, Samuel

Subjects
FINANCIAL planners, PLANNERS, WAGES, FINANCIAL planning
Abstract

Offers information on research on the attitudes and challenges faced by financial advisers in the U.S., Great Britain and Australia. Income of financial advisers; Factors that help to explain the differences between advisers' concerns in the different countries; Key success factors for implementing wealth management. INSET: Seven Success Strategies.

Published
2003

5. The importance of advice.

Subjects
FINANCIAL planners, FINANCIAL planning, MORTGAGES, MORTGAGE refinancing
Abstract

The author reflects on the importance of financial advice to borrowers considering remortgaging in Great Britain. Topics discussed include the service being provided by mortgage intermediary/broker to borrowers, the availability of residential and buy-to-let mortgage products as remortgaging options in the country, and the value of using a mortgage broker highlighted in the "Value of a Mortgage Broker" study conducted by Legal and General.

Published
2019

6. UK Budget: higher taxes offer opportunities for wealth management.

Subjects
TAXATION, WEALTH management services, FINANCIAL planning, FINANCIAL planners, INCOME tax policy, BANKING industry customer services
Abstract

In this article, the author discusses the impact on the move of the British government to impose higher taxes on wealth management. The author states that the government's 50% income tax rate for those who earned more than GBP150,000 is considered as a war on wealth. However, despite its negative effect on the private banking industry, the author notes that the changes also brings opportunity to the wealth management sector.

Published
2009

7. New legislation to boost savings fails to address core issues.

Subjects
FINANCIAL planners, FINANCIAL planning, BUSINESS forecasting, PENSIONS, BANKING industry, MARKET share
Abstract

Reports that new regime the Financial Services Authority is introducing in 2005 will end the polarization of the financial advice market in Great Britain. Hope of the government that those in the lower income bracket will be encouraged to save, by increasing access and choice and by lowering the cost of advice; Forecast that independent financial advisors will retain their supremacy in the life and pensions market; Problem with the banks' ability to win market share.

Published
2004

8. Regain control.

Subjects
*DENTISTRY, *FINANCIAL planning, *FINANCIAL planners, *DENTISTS, *COST
Abstract

The article focuses on the advice and money-saving financial guidance offered by money4dentists, a group that gives financial advices, to the dental profession in Great Britain. According the group, the dental practice could offset expenses on equipment, consumables and electricity bill through their guidance. Money4densists claims that many dentists neglect to take tax relief on a range of qualifying expenses.

Published
2007
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9. Taking over PCT finances.

Author

Northall, Helen

Subjects
*GENERAL practitioners, *MEDICAL practice, *FINANCIAL planners, *FINANCIAL planning, *ACCOUNTING
Abstract

The article focuses on the detailed knowledge needed by general practitioners (GP) on the areas of health budgets and finances as well as the clinical commissioning group (CCG) managers and finance support in Great Britain. It states that GPs should make contact with PCT finance managers in order for them to understand the cost pressures and current position. It mentions the importance of gaining an understanding of the finance streams by GPs.

Published
2011

10. Danger zone.

Subjects
YOUTH workers (Social services), YOUNG adults, FINANCIAL planning, FINANCIAL planners
Abstract

The article reports on what youth worker should do and should not do in giving youth people financial education in Great Britain. Youth worker should have a basic knowledge of the key benefits and where they can be claimed. Also, they can set up sessions, individually or with groups, where an experienced welfare rights or benefits adviser meets and talks to young people. It adds that youth workers can give financial advises, as financial planners are the only people who can lawfully to do it.

Published
2008

11. SJ Berwin's client list under threat as fund formation trio moves to Kirkland.

Author

Taylor, Margaret

Subjects
*FINANCIAL planners, *FINANCIAL planning, *PRIVATE equity
Abstract

The article reports on the transfer of fund formation advisers, Mark Misfud, Richard Watkins and Justin Dolling, from SJ Berwin & Co. to Kirkland & Ellis in Great Britain. The Kirkland's private equity focus has been transactional and the fund formation funds had raised. Tim Wright dominates the force in SJ Berwin and advises the private equity houses and management teams on buy-outs, buy-ins, public-to-private transactions and acquisitions deals globally.

Published
2007

12. Real options, bright futures.

Subjects
CONFERENCES & conventions, ASSOCIATIONS, institutions, etc., FINANCIAL planners, FINANCIAL planning
Abstract

Previews the 24th annual conference of the Association of Financial Professionals in Great Britain in November 2003.

Published
2003

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