recent work
We have undertaken a range of projects and other work for a number of clients including:
 
  • The specification, development and launch of the range of open-architecture, multi-asset trusts that wrap around Fidelity International's FundsNetwork investment platform, the development of marketing and support material, recommendations for the development of the required internal systems to support the administration and marketing of the trusts and the training of internal and sales staff. Trusts developed included bare & discretionary gift trusts, bare and discretionary loan trusts, a discretionary will trust and bare and discretionary discounted gift trusts.
     
  • The specification, development and launch of bare and discretionary discounted gift trusts and accompanying marketing material for The Prudential Assurance Company Limited and Prudential International Assurance plc. These trusts were developed so to allow investment across a range of onshore and/ or offshore investment bonds. The roll-out of these trusts was accompanied by a bespoke training and testing package for Prudential's broker sales and support staff covering general UK taxation and the taxation of investments and trusts. Other work performed for Prudential included an analysis of internal technical resource and a refresh of the Prudence Inheritance Bond, including updated Counsel's opinion.
     
  • Provision of investment and technical consultancy services to The Kilminster Practice Ltd.
     
  • Development and presentation of a number of 2-hour investment and financial planning based case studies for the Personal Finance Society.
     
  • Authored Fact Files on "Recent Developments in Investment Product Design" and "Behavioural Finance" for the Chartered Insurance Institute.
     
  • Provision of consultancy services to HSBC Bank plc for its trusts and probates businesses.
     
  • Overview of Structured Deposit Accounts and provision of marketing advice for the Newcastle Building Society.
     
  • Various projects and assignments with Technical Connection Limited including technical & tax training for an IFA client, production of targeted training material for a major bank, project management of regular production of material for the Personal Finance Society's Faculties and the drafting of several other technical papers and articles covering a range of topical technical subjects.
     
  • Design, specification and development of software systems taking an innovative approach to financial planning and advice.
     
  • Drafting of training modules on Investment Taxation (covering Western Europe) and Mutual Funds and their Investment Objectives for a major High Street banking group.
     
  • Development of the e-learning programme for the Institute of Financial Planning's Certified Financial Planner qualification.
     
  • Specification and development of a new qualification, the Certificate in Paraplanning, for the Institute of Financial Planning, including e-learning packages and other material.
     
  • Development and presentation of training modules on trusts, review and updating of trust forms and drafting Guide to Trusts for National Friendly.
     
  • Head of Technical and provision of technical support, marketing, training and mentoring services to Fiscal Engineers.
     
  • Associate with Bluerock Consulting.
     
  • Development of technical sales aids and related marketing material for Alico.
     
  • Member of various Financial Services Skills Council's Working Groups including Developing National Occupational Standards for Providing Financial Advice and Financial Planning, RDR Working Group and Generic Financial Advice.
     
  • Development and presentation of specifically tailored training modules to various IFAs and financial planning practices.
     
  • Design, development and presentation of targetted training programmes to IFAs for the Old Mutual Asset Managers Limited Academy
     
  • Subject matter expert for the design and development of MoneyVista, Royal London's direct to consumer financial planning website, and providing responses for the 'Ask the Expert' service.
     
  • Expert review of the Money Advice Service's pension automatic enrolment service.
     
  • Speaker at numerous conferences and seminars.
     
  • Contributor to the Q&A Tax columns in New Model Adviser.
     
  • Nick is a senior assessor for the internationally recognised Certified Financial Planner (CFP) qualification administered in the UK by the Financial Planning Standards Board (FPSB) and the Chartered Institute of Securities and Investment (CISI). He was also senior examiner for the Fellowship of the Institute of Financial Planning (IFP), senior examiner for the IFP's Certificate in Paraplanning and Diploma in Financial Planning,
    a member of the IFP's working parties reforming continuing professional development and assessment standards for CFP and a member of the FPSB's Education & Qualifications Board.
     
  • Nick also provides consultancy services to Prudential International Assurance plc's French business, including maintenance of the French website, complaints resolution and production of regular investment bulletins.

  • Technical and marketing consultant for Adviser Advocate.

  • Reviewing and authoring training material for Wizard Learning.

  • Authoring website pages for The Pensions Advisory Service.

  • Retained consultant for Technical Connection.

  • Member of Distribution Technology's Financial Planning Advisory Board.

  • Member of the Society of Later Life Advisers' (SOLLA) Accreditation Panel.

  • Retained consultant for AMLP Financial Planning Limited.

  • Review of processes and drafting financial planning report templates for Blevins Franks Financial Management Limited.

  • Retained consultant for Katalyst Paraplanning.

  • Reviewing and drafting Professional Refresher Modules for the Chartered Institute of Securities and Investment (CISI).

  • Associate with PA Consulting Group.

  • Bespoke tax and yechnical training for The Paraplanners.

  • Software design, specification and testing for Finimize.

  • Software design, specification and testing for Sherpa Insurance.


  • Nick also undertakes a variety of ad-hoc assignnments for a number of different clients, including forensic reporting and the provision of complex calculations.

Consultniks Limited 2008-17.