IFA Media Pack 2011

LAUNCH ISSUE ■ MAR 2011

magazine

For today’s discerning financial and investment professional

“

IFA Magazine is an exclusive publication, delivered directly to the upper echelon of the IFA industry.

Key decision makers in major IFA businesses, discretionary fund managers and the UK’s leading independent investment companies.

”

media pack

N E W S R E V I E W C O M M E N T A N A LY S I S

magazine

For today’s discerning financial and investment professional

A letter from the editor Dear Advertiser, Welcome to the launch of IFA Magazine. Brought to you by the team behind Money Science, Hedgehogs and Lansdown Links, it is a new and fresh alternative in the marketplace with a completely different approach – all based on extensive surveys and feedbacks from real IFAs. RDR and the Global Financial Crisis have obviously stimulated a massive shake up of the IFA industry and IFA Magazine is the media vehicle for this new era. It is based on filtering out the irrelevant news spam, and focusing on the key issues, giving IFAs the information they need in a concise format, in a style that they appreciate and a tone that draws them in.

This obviously helps ensure that your message and brands are seen and appreciated.

We believe IFAs deserve and need a quality publication, so the glossy title will have extra coffee-table appeal and shelf life.

Published ten times per annum, every issue will contain the most salient news review, comment and analysis; columnists insight, training features, product news, company profiles and more, fashioned into a style befitting and written for IFAs, ensuring your message is seen and giving you a degree of influence which was previously unavailable.

Our website will become a portal for the most important news, gathered from all key providers, asset management companies, the FSA and more, and we also have a searchable archive of all the key features, training articles and events calendar. Coupled with our smart phone App and intelligent e-mail delivery, it puts the information and detail required in front of the right audience.

Our esteemed Editorial advisory panel is also on hand to guide and assist where appropriate, from the IFA perspective.

IFA Magazine launches in March and we look forward to working with you through 2011 and beyond.

Best wishes, Michael Wilson Editor

N E W S R E V I E W C O M M E N T A N A LY S I S

LAUNCH ISSUE â– MAR 2011

Circulation and Demographics IFA Magazine gives you access to policy makers, financial planners, directors and key decision makers in top IFA businesses.

Readership criteria: registered readers must hold a relevant CF number, suitable AFPC or equivalent qualification, and work within a discretionary client fund management company or top 250 IFA business or network* with a turnover of +ÂŁ1million.

Senior Partners and Directors only within financial networks.

*

N E W S R E V I E W C O M M E N T A N A LY S I S

magazine

For today’s discerning financial and investment professional Every issue of IFA Magazine reaches 5,632 investment intermediaries with a £1m+ turnover Readership Breakdown 1 Investment Intermediaries by turnover:

2,000 Turnover: £1m+ to £5m 1,500

CF1 CF2 CF3 CF4 CF8 CF10 CF11 CF21 CF22 CF24 CF28 CF29 CF30 No Flags

Turnover: £5m+

1,000

£5m+ 374 3 58 88 0 50 40 0 1 0 36 32 2,322 249

Total 1432 6 186 281 1 294 274 3 1 1 83 54 4,316 464

No Flags

CF30

CF29

CF28

CF24

CF22

CF21

CF11

CF10

CF8

CF4

CF3

CF2

0

CF1

500

£1m+ 1,058 3 128 193 1 244 234 3 0 1 47 22 1,994 215

1,075 of total readership are key decision makers with discretionary fund management power Readership Breakdown 2 Investment Intermediaries able to hold client money by turnover:

400 Turnover: £1m+ to £5m

300

Turnover: £5m+

CF1 CF3 CF4 CF10 CF11 CF21 CF24 CF28 CF29 CF30 No Flags

200

£5m+ 124 12 10 12 9 0 0 12 5 492 16

Total 303 40 26 45 39 1 1 30 19 865 43

No Flags

CF30

CF29

CF28

CF24

CF21

CF11

CF10

CF4

CF3

0

CF1

100

£1m+ 179 28 16 33 30 1 1 18 14 373 27

N E W S R E V I E W C O M M E N T A N A LY S I S

LAUNCH ISSUE â– MAR 2011

IFA Magazine is read by senior decision makers, comprising of Directors, Chief Executives, Partners, Compliance officers, investment advisers, product designers, practice principles, specialists, fee charging IFAs and client and fund influencing personnel at, amongst others, the following organisations:

Our experience in the B2B publishing market means that we are well versed in providing accurate and substantiated circulation data. Our advertisers can rest assured in the knowledge that we are already working, and are registered with, ABC.

N E W S R E V I E W C O M M E N T A N A LY S I S

magazine

For today’s discerning financial and investment professional

Editorial ...

“By IFAs for IFAs” Throughout 2010, IFA Magazine has extensively surveyed and discussed the current media offerings with IFAs. This feedback has enabled us to gain a wonderful insight into the perceptions of the IFAs and formulate a publication with meaning and relevance to today’s top IFA. The results from both written and verbal investigation have enabled us to build the platform for the most preferred publication for our readers. The magazine has been effectively designed and commissioned by IFAs for IFAs.

LAUNCH ISSUE â– MAR 2011

The editorial team Editor: Michael Wilson has been active in both the trade and the retail side of investment publishing for some 30 years. Starting out at The Financial Times during the distant days of Big Bang, he went on to develop a diverse client portfolio ranging from the Securities Institute, Nasdaq Europe and The Banker to consumer publications like What Investment?, Personal Finance, Euromoney and a number of financial websites.

Neil Crossley writes for national publications such as The Guardian,The Independent, The Financial Times and The Daily Telegraph, mainly on technology, business, media affairs and TV. For the last five years has worked as consultant editor for The Musician, the quarterly contract publication for the Musicians’ Union.

David Nicholson writes on business, technical, scientific and financial subjects for The Financial Times. The Wall Street Journal, The Sunday Times, The Guardian, The Observer, European Businessman, GQ and innumerable business web sites.

Rob Mackrill is probably best known to clients from his many years at the editorship of the Zurich Club and the Finance Confidential newsletters. Rob is a Life Consultant for Axco Insurance Information Services Ltd, a specialist international insurance publisher. But, having spent some ten years as an IFA, he also brings long experience in tax matters, pensions and asset allocation.

Nick Sudbury is a chartered accountant, is widely known to clients from his regular columns in What Investment?, Money Market, Shares Magazine, the Zurich Club newsletters, Information Age and the Mindful Money website. Nick brings a particular expertise in funds, ETFs, and CFDs and spread betting.

Clare Sturges is a freelance writer and editor who has worked extensively in the financial services industry.

Monica Woodley is a senior editor in the Business Research division of the Economist Intelligence Unit. Previous experience includes Exchange Traded Funds Magazine, Investment Week, The Financial Times and Money Management.

Editorial Advisory board: Paul Wilson. Mark Pullinger and Nicola Mould

magazine

For today’s discerning financial and investment professional

Editorial written in plain English • News review, comment and analysis. We will round up the most important and relevant stories from the financial world. Our approach is to listen to what IFAs have asked us for and to follow their requests – to remove the barrage of nonsense press releases and irrelevant information and to supply them with informative and useful news. Importantly, our comment and analysis will also detail how the latest news is relevant or will affect them in their roles, making it a must-read section of the magazine.

Newsweek for the IFA world. What are the major events that have happened in the IFA press and what do they mean/how will they impact/what opportunities do they provide to top level IFA companies.

• Back to basics and industry training. Here we look at some of the basics that IFAs need to know or may need to refresh their knowledge of, and find some key industry training programmes available to help them in their work.

• Humour. This is distinctly lacking from the current trade press, so our house style is not afraid to comment amusingly on some of the issues and bureaucracy facing today’s financial advisers.

• Latest key product reviews. We look at the interesting products reaching the market.

• Latest fund analysis. Supplied by providers and split into investment area.

Providers supply us with basic key facts and 150 word summary.

• Compliance update. What are the new regulations that people need to know and where can they get more detail.

• Political summary. What has happened in the world of politics that will affect the financial community and what do IFAs need to be acting on.

• RDR. Satirical insight into the latest twists and turns. Humorous, who’s said what, contradicted who and what do companies need to know after the fall out.

• IT review. Latest IT and technology products and offerings to assist IFA businesses.

• FSA. Summary of FSA publications from this month. Look at FSA website and publications.

• Economy Update. Our snapshot for the IFA world to use with clients.

• Company Profile. Every issue we will provide an in depth and broad look at one of the key financial providers and asset management companies. This will enable our IFA readers to get a much better understanding of the history, ethos, ethics and people behind the funds in which they are investing their clients’ money.

N E W S R E V I E W C O M M E N T A N A LY S I S

LAUNCH ISSUE â– MAR 2011

Look and Feel IFA Magazine is glossy, stylish, attractive and high-quality in look and content. It raises the bar and provides our readers with the kind of publication they deserve, ensuring shelf life, and readability and, of course, it will showcase our advertisers in the best possible light.

Why advertise?

In essence, the magazine will be going directly to those professionals who have client funds and influencing power for your financial products.

There will be no wastage, no copies picked up by the wrong demographic or left stacking up in office receptions. Advertising and marketing material within the publication will be placed directly in front of the ideal target audience, within a trusted media vehicle.

Your support through advertising will enable your company to cement their name in the minds of independent financial advisors across the country. The timely delivery, quality, approach and engaging editorial content will ensure that the magazine is loved by our readers and in turn this will reflect upon any advertising within the magazine. It will enable your sales people to grow their customer base and ensure your brand is at the forefront of the IFAs minds when they are deciding on product recommendation.

N E W S R E V I E W C O M M E N T A N A LY S I S

magazine

For today’s discerning financial and investment professional

Rate Card DPS Junior Page Quarter Page

£6,900 £2,250 £1,100

Full Page Half Page

£3,750 £1,950

Guaranteed positions are subject to a 25% increase. Inserts £250 per thousand (weight dependant, please discuss exact requirements for an individual quote). Agency Commission 10%.

Creative advertising rates available on request. All prices exclusive of VAT. Please see The Clifton Agency website (www.thecliftonagency.com) for acceptance of advertising terms and conditions.

IFA Magazine is published on the 7th of each month (joint Jul/Aug and Dec/Jan issues, 7th of first month). Booking and copy deadline is the 14th of the month prior. (all dates subject to closest working day).

Mechanical Data DPS (Bleed) Page (Bleed) Page (Trim) Page (Type Area) Page Dimensions: in millimetres

303 x 426 303 x 216 297 x 210 247 x 155

½ ½ ½ ½ ¼

Page (Horizontal Bleed) Page (Horizontal Type Area) Page (Vertical Bleed) Page (Vertical Type Area) Page

Please contact our production team before sending any artwork. They will be happy to advise you on supplying your advert correctly.

Production: Tony Merlini, Art Director, IFA Magazine, 45 High Street, Charing, Kent TN27 0HU tony.merlini@thewowfactory.co.uk For advice on supplying artwork call 01233 713 852

150 x 216 122 x 155 303 x 102 247 x 74 122 x 74

LAUNCH ISSUE â– MAR 2011

Seminars, Events and Sponsorships Throughout the year, IFA Magazine will be putting on a number of sociable dinners, events and seminars exclusively for our IFA Magazine readership.

Smart phone App: cross platform and mobile manufacturer, enabling IFA’s to have the latest news and info immediately to hand.

Please contact Alex Sullivan for more information and sponsorship opportunities.

www.IFAmagazine.com

LAUNCH ISSUE ■ MAR 2011

magazine

For today’s discerning financial and investment professional

IFA Magazine is published by The Clifton Agency Ltd. All advertising is subject to TCA terms and conditions for acceptance.

The Clifton Agency, Basement Flat, 3 Worcester Terrace, Bristol BS8 3JW +44 (0)7974 708771

www.thecliftonagency.com