MEDIA PACK 2013

The Official Journal of the Institute of Financial Planning

Reach the most valuable fi nancialadvisers in the UK -with precision

Financial PlannerT H E V O I C E O F T H E F I N A N C I A L P L A N N I N G P R O F E S S I O N

Financial Planner - ready for the RDR generation of advisers

Financial Planner Readers:Job Definitions

Financial Planner Readers:Average Client Portfolio Size

10 Reasons to Advertise in Financial Planner magazine

Financial Planner is a unique publication which reaches the growing professional Financial

Planning and wealth management sectors in the UK like no other title.

Financial Planner is the offi cial magazine of the Institute of Financial Planning and is a high quality, glossy, A4 professional publication designed for the post-RDR world of professional fi nancial advisers.

The publication is circulated to all members of the Institute of Financial Planning and many other UK Financial Planners and wealth managers. A growing number of blue chip advertisers are using the magazine including Aberdeen, AXA Wealth, Aviva, Cazenove, Fidelity, Henderson, Prudential, Standard Life, Seven IM and many more. They want to reach an audience which is professional and growing and which is responsible for billions in funds under management.

With more fi nancial advisers destined to follow the Financial Planning model, now is the perfect time to disover the value of this unique and professional audience through Financial Planner magazine. Financial Planner is the right choice to reach the sought-after, fee-based adviser sector in the UK cost effectively and accurately.

Ask too about opportunities on the new Financial Planner Online website. A Media Pack for our website - www.fi nancialplanneronline.co.uk - is also available. We pride ourselves on working with you to make the most of your budget so call us today to fi nd out more.

1. Great coverage. Financial Planner’s monthly circulation is 3,350 and average readership per issue is 5,360 (based on 1.6 readers per copy).*

2. High Value Readers. Financial Planner readers’ clients have, on average, £605,000 invested. 10% have over £1m invested.*

3. High penetration. 99% of the 2,200 Institute of Financial Planning members read the magazine regularly.*

4. High Engagement. Average time spent reading each issue is 41 minutes.*

5. Quality Publication. It’s a highly targeted, quality professional magazine - a great home for advertising.

6. Great value. IFP sponsors and regular advertisers gain exclusive access to discounts. Series discounts also help stretch budgets too.

7. Professional. Financial Planner reaches the RDR-ready professional adviser audience effectively and without waste. Many readers are light or non-readers of traditional trade titles meaning a fresh audience to target.

8. Global. IFP members are part of a global profession with over 139,000 professionals and growing.

9. Popular. A growing number of advertisers and sponsors are using Financial Planner (see box left).

10. Reaches Paraplanners. 67.8 % of Financial Planner readers employ in-house or outsourced Paraplanners.*

* Details from Portfolio Publishing Reader Research - available on request.

Source: Portfolio Publishing Reader Research Source: Portfolio Publishing Reader Research

Financial Planner 62% £100,001 - £250,000 36%

Product Provider 3% Less than £100,000 16%

Wealth Manager 7% £250,001 - £500,000 27%

£500,001 - £1m 11%

£1.01m - £5m 9%

IFA 12%

Paraplanner 11%

Other Financial Adviser 4%

Other Advisers 1% £5.01m+ 1%

DOUBLE PAGE SPREAD .......................................................................................................................................... £ 6324OUTSIDE BACK COVER ........................................................................................................................................... £ 4340INSIDE COVERS ........................................................................................................................................................ £ 3682FULL PAGE COLOUR (1st Half) ................................................................................................................................ £ 3650FULL PAGE COLOUR (2nd Half) ............................................................................................................................... £ 3205HALF PAGE COLOUR (horizontal) .......................................................................................................................... £ 1836QUARTER PAGE COLOUR (horizontal) ...................................................................................................................... £ 942HALF PAGE COLOUR - RECRUITMENT (horizontal) ............................................................................................. £ 1526BOUND-IN INSERT .......................................................................................................................................... from £ 6622ADVERTORIAL (1 page) ............................................................................................................................................ £ 4243ADVERTORIAL (DPS) ................................................................................................................................................ £ 6349LOOSE INSERTS & OTHER OPTIONS: ................................................................................................. £ rates on request

IFP Sponsor Terms and Series Rates: IFP Sponsors qualify for a 10% discount on the above rates. All advertisers, including IFP sponsors, also qualify for a 12% discount for series bookings of three or more insertions of the same size and type booked at the same time to be run within a 12 month period. Rates for any specials not listed here are available on request. Agency commission: 10%. Special/guaranteed positions: 15% extra. All rates ex VAT. Rates apply from 1 Jan 2013 until further notice.

Advertising Copy:Digital copy only. Ideally sent as a Passed for Press PDF fi le. CMYK Quark fi le (with fonts and images), Photoshop, Illustrator, and InDesign fi les also acceptable. All images must be at least 300dpi and CMYK. The publisher will not accept responsibility for the reproduction of a colour advertisement if a colour proof is not supplied. Preparation of artwork & typesetting (if required) from £135.00 Amendments to copy: from £55.00.

Advertising Ratecard 2013

For advertising copy enquiries and for a copy of our 2013 Online Media Pack: Louise Glover t: 01895 672771 e: louise.glover@portfoliopublishing.co.uk; or sales@portfoliopublishing.co.uk

Artwork Specifi cations

DPS

Trim Area:w.420mm h.297mmType Area:w.388mm h.266mmBleed Area:w.426mm h.303mm

Full page

Trim Area:w.210mm h.297mmType Area:w.178mm h.266mmBleed Area:w.216mm h.303mm

Half page(horizontal)

Advert Area:w.178mm h.130mm

Quarter page(horizontal)

Advert Area:w.178 mm h.63mm

All advertising material is subject to approval by the publisher and agreement by the advertiser to indemnify and protect the publisher from loss or expense on claims or suits based upon the contents or subject matter of the advertisement. This includes any suits for libel, copyright, plagiarism, infringement and unauthorised use of a person’s name or photograph. The publisher is not responsible for any errors in any copy supplied nor for any loss or damage to such material. No guarantees are given with any advertising insertions and no liability for any loss or omission can be accepted. The publisher will take all necessary steps to publish booked and confi rmed advertisements in the issue requested but no liability can be accepted for non-inclusion or non-printing or non-distribution of any issue due to circumstances outside the control of the publisher. In the event of cancellation within 21 days of publication date 75 per cent of the agreed rate will be due, 25 per cent prior to this date. Soft proofs are available on request.

In addition to display advertising, Financial Planner also offers other advertising opportunities including inserts, bound-in inserts, cover-mounts, carrier sheet advertising and online opportunities on our website, www.fi nancialplanneronline.co.uk (ask for separate Media Pack). If you would like further information or sample copies please contact Louise Glover: email: louise.glover@portfoliopublishing.co.uk, tel: 01895 672771.

Below is a list of key topics and themes planned for 2013. Other topics and themes will be added regularly. Special supplements are available and may be requested.

Key surveys and features - Cover Feature in bold Published

Investment Special - Prospects for 2013 Dec 2012

Sipps Survey, High Net Worth Clients Jan 2013

Investment Wrap and Platform Survey, ETFs Feb 2013

RDR Update Special, Asset Allocation, Technology Mar 2013

Sipps Survey, Pensions, Financial Planning Week 2013 Preparation April 2013

Investment Wrap and Platform Survey, IFP Conference 2013 Preparation May 2013

Investing Best Practice, Retirement Planning June 2013

Sipps Survey, Investment Advice July 2013

Investment Wrap and Platform Survey, Tax Planning, HNW Clients Aug 2013

Investment Survey, IFP Conference 2013 Preview Sept 2013

Sipps Survey, Business Development, IFP Conference 2013 Coverage Oct 2013

Investment Wrap and Platform Survey, Pensions Nov 2013

Investment Special: Prospects for 2014 Dec 2013

Note: All topics subject to change. For copy deadlines ring for details. The month listed is the month of publication. Issues are published and distributed the month prior to the date on the front cover to ensure maximum “shelf life.” Issues are published on or about the 16th of each month. For advertising or editorial copy enquiries please contact: Kevin O’Donnell, publisher, tel: 01895 678629; email: kevin.odonnell@portfoliopublishing.co.uk. Updated: Nov 2012.

Publishing Schedule: 2013

Terms of Acceptance

Advertiser Guidance

The Institute of Financial Planning is a rapidly growing professional body for Financial Planners. It is a member of the worldwide International FPSB Council, part of the Financial Planning Standards Board (FPSB). It has exclusive rights to their licensed trademarks in the UK. Worldwide, there are over 139,000 Certifi ed Financial Planner professionals.