Press Releases

25 June 2007

Vice President of the PFS Joins the Board of the CII’s Faculty of Life and Pensions

Robert Reid, Managing Director and founder of financial planning practice Syndaxi Financial Planning Ltd (Syndaxi), has been appointed as an Advisory Board member of the Chartered Insurance Institute (CII) Faculty of Life & Pensions.

Robert Reid has been invited to join fellow key industry leaders on the Advisory Board, a Board that is involved in shaping the strategy of the Faculty and ensuring that the CII’s qualifications, competency and learning solutions are tailored to the needs of the market. As existing Vice President of the Personal Finance Society (PFS), Reid’s forthcoming involvement develops the link between the PFS and the Faculty, enabling the PFS to be represented at board level.

Peter Hales, Chairman of the Board, notes,‘ I am delighted that Robert has agreed to join the Faculty Board. His profile in the market as a leading IFA and his longstanding support for PFS ensures that he will bring a valuable dimension to the development of the Faculty’.

A now highly respected figure within the industry, Reid entered the financial services sector in 1976 and has been an IFA since 1985 for both provincial and national operations. Robert set up fee based Syndaxi in 1998, which operates in the City of London as an Appointed Representative of Raymond James Investment Services. Syndaxi is dedicated to providing personal financial planning advice to high net worth individuals and employee benefits services to small and medium sized enterprises, as well as expert witness testimony and reports in respect of pensions in divorce and other dispute cases. Robert also heads up the Financial Planning department for Raymond James Investment Services, and was one of the first advisers to graduate as a Chartered Financial Planner in 2006.

Robert comments “I am delighted to join the board formalising the strategic link with PFS, at the optimum time in their respective development.”

Notes to Editors

CII, a respected and internationally recognised professional body, formed the Faculty of Life & Pensions in 2006 as a market forum dedicated to promoting professionalism and raising standards of practice within the sector. The Faculty is managed by experts within the life and pensions field and, with the backing and under the direction of the CII, it provides seminars, events, information and guidance to organisations and individuals within the sector. Membership demonstrates commitment to the profession and ultimately helps companies benefit from enhanced consumer confidence.

The other members of the Advisory Board are:
Richard Anderson - Distribution Development Director, Scottish Widows
Margaret Craig - Director of Life & Savings, ABI
Graham Dumble - Director of Risk and Regulation, AEGON UK
Jo Dawson - Chief Executive (Insurance & Investments ) , HBOS
Paul Evans - Chief Executive, AXA Sun Life
Patrick Gale - Chief Executive, Sesame
Ben Gunn - Chief Executive, Friends Provident Life & Pensions Limited
Carole Jones – HR Director, Norwich Union Life
Barry Kayes – Chairman, AIFA Board working group
Elaine MacLean, HR Director of Legal and General
Trevor Matthews - Chief Executive, Standard Life
Nick Prettejohn, Chief Executive, Prudential UK plc
John Simmonds - Managing Director, Advisory Services, AXA Sun Life
Chairman: Peter Hales - Non-Executive Director Just Retirement and Skipton Building Society

Biography

Robert Reid APFS ACII CFPcm
Managing Director
Syndaxi Financial Planning Ltd

Robert Reid entered the financial services sector in 1976 and has been an IFA since 1985 for both provincial and national operations.

Robert lectures frequently on all pension topics in particular retirement options and pensions and divorce. His management consultancy Syndaxi, which is fee based, has developed a series of multimedia solutions and strategic advice for providers and IFAS.

Robert was retained by the Financial Times to advise them on the build and design of the personal finance web site www.ftyourmoney.com.

He is also the author of the inaugural G60 - Pensions AFPC syllabus. The G60 was recognised as the definitive exam for those advising on Pensions Transfers.

Robert is Vice President of the Personal Finance Society and Chairman of the Practitioners Advisory Committee – European Financial Planning Association plus past Chairman of SOFA

In 2006 Robert was one of the first advisers to graduate as Chartered Financial Planner.

Robert is an Associate of the Chartered Insurance Institute, a Chartered Financial Planner, an Associate of the Personal Finance Society and a Certified Financial Planner.

Syndaxi Financial Planning Ltd is an Appointed Representative of RJIS. RJIS is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority.

About Raymond James Investment Services Limited (RJIS)
RJIS is the UK private client investment management arm of Raymond James Financial, Inc., a US based diversified financial services company. The firm commenced operation in 2001 and has 37 locations across the UK. RJIS offers private client investment managers and advisers a platform of choice, providing alternative methods of affiliation through three business models: Independent Contracting, Professional Partners and the Wrap Platform. Its goal is to provide investment professionals in the UK with the freedom to deliver to clients a complete integrated wealth management solution whilst retaining their independence. RJIS is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority.

About Raymond James Financial, Inc. (RJF)
Established in 1962, Raymond James Financial has been listed on the New York Stock Exchange since 1983 and has a current market capitalization of approximately $3.6B. RJF offers a comprehensive range of wealth management products and services to 1.6 million client accounts, representing total assets under control of $200 billion. RJF currently has 4650 advisers located in 2,200 office locations throughout the US, Canada, the UK and elsewhere overseas.

Having pioneered the independent contractor concept in the early 1970’s in the US, Raymond James Financial today enjoys an enviable reputation amongst investment managers and advisers for client service and investment in new technologies.

For further information, please contact
Robert Reid, Managing Director, Syndaxi Financial Planning Ltd
77 Cornhill
London, EC3V3QQ
Tel: 020 7 993 0017
Email: RJReid@Syndaxi.co.uk

Or

Cynthia Poole, Director of Relationship Management and Business Support
Raymond James Investment Services
Tel 020 7096 6751 or Cynthia.Poole@RaymondJames.com

Online information
www.syndaxi.co.uk
www.rjis.co.uk
www.adviserchoice.co.uk