Articles - ISO 22222 Standards Expert forms Alliance with IFA Life


 IFA Life is delighted to announce a key strategic partnership with the leading ISO 22222 and best practice expert Michelle Hoskin.

 IFA Life's partnership with Hoskin will focus on seven key business areas, the mastering of which are essential to success and growth in a post RDR world. Hoskin and best of breed experts will offer complimentary and discounted services to IFA Life members*.

 To support the new partnership, the IFA Life website will be refocused to enable IFA Life members to quickly discover blogs, articles, events, technical support and best practice within the seven core business areas.

 IFA Life founder Philip Calvert said today:

 "Since 2008, the IFA Life website has become a central industry and professional hub for IFAs to access help and advice on running a successful IFA business. There's a huge wealth of material on the site, and there's not one single question that an IFA can ask about running a financial advice business that can't be answered - with many IFAs logging into the site up to ten times per day."

 "But we're now taking the site to the next level and making it easier than ever for IFAs to access help and advice on critical business issues. With Michelle's help we will be able to expand the services we offer to IFAs across our three membership levels."

 The key areas that Hoskin and IFA Life will focus on are:

     
  •   Business Development
  •  
  •   Business Management
  •  
  •   Financials
  •  
  •   People
  •  
  •   Technology
  •  
  •   Technical
  •  
  •   Clients

 Each main topic features several sub topics, with links direct from the IFA Life home page to relevant content and best practice within the site. The changes will come into effect during the last two weeks of January.

 Hoskin, who is the leading expert on standards and best practice in IFA businesses said today:

 "Consumers have increasingly come to expect professionalism from financial advisers and planners .

 Professional standards and robust business process shouldn't be a ‘nice to have' option, and will be essential in a post RDR world."

 "What's more, financial advisers and planners who have an officially recognised quality mark such as ISO 22222 or the new BS 8577 will inevitably stand out from the crowd. These will be key differentiators."
  

Back to Index


Similar News to this Story

The future of income investing: Taking a portfolio approach
Income investing has traditionally been associated with a narrow range of assets, but is that approach still fit for purpose? Sophie Tennison is joine
Make your nominations now for the 2026 Actuarial Post Awards
We are pleased to announce that the nominations for the Actuarial Post Awards 2026 are now open! This will be the 14th year of running the awards and
Salary sacrifice changes in 2029
HMRC estimates that nearly 7.7 million employees in the UK currently use salary sacrifice to make pension contributions. With many benefitting from th

Site Search

Exact   Any  

Latest Actuarial Jobs

Actuarial Login

Email
Password
 Jobseeker    Client
Reminder Logon

APA Sponsors

Actuarial Jobs & News Feeds

Jobs RSS News RSS

WikiActuary

Be the first to contribute to our definitive actuarial reference forum. Built by actuaries for actuaries.