The IFP North of England Conference

Today the Institute of Financial Planning (IFP) hosted the first North of England Financial Planning Conference at Oulton Hall near Leeds.

My involvement was substantial, including giving a presentation in the morning to my fellow planners on the benefits of providing a life planning service to a niche market known as “freeformers” - a phrase coined by Richard Duvall and Robert Alexander of Zopa (www.zopa.co.uk, a social lending internet site).

The reactions seemed very positive and I was interviewed afterwards by a journalist from New Model Adviser who was very keen on my thesis.

In the afternoon I took over as chair of the conference from Nick Cann, CEO of the Institute who had to get back to be present at the X-Factor, and chaired a panel session on life planning, which drew some interesting and useful questions from delegates.

A tiring day as well, as I am still recovering from a severe bout of flu’. Roll on our holiday in South Africa next week.

Jeremy