June 2018
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  • Bankhall partners with The Timebank to launch paraplanning service

    14 June 2018

    Bankhall has partnered with outsourced paraplanning firm The Timebank to launch an exclusive new service for its members firms, to help them increase their advice capacity. The service provides firms with access to experienced paraplanners who are qualified to level 6. The options for firms range from a full hourly rate bespoke service, which...

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  • CISI conference delivers range of topics to engage audience

    14 June 2018

    For its annual Paraplanner Conference 2018, the Chartered Institute of Securities and investments (CISI) put together, in the words of Dan Atkinson, head of Technical at EQ Investors, and a member of the CISI Paraplanner Interest Group, “a great mixture of sessions that equipped paraplanners to rise to the challenge of enabling top quality...

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  • Winners of the Professional Paraplanner Awards 2018

    6 June 2018

    Professional Paraplanner is pleased to announce the winners of the Professional Paraplanner Awards 2018.  The awards were announced last night, 6 June 2018, after the Technical Insight Seminar, held at the Grange St. Paul’s Hotel in London. Congratulations to all the winners. Thank you to National Savings and Investments for sponsoring the Awards. The Paraplanner...

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  • June Issue OUT NOW

    3 June 2018

    For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

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  • Sarika Dhanjal of Tenet describes her role as Paraplanning Team Manager

    31 May 2018

    For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and its new outsourced service. In this video, Sarika discusses how her role differs from the norm, in that although she is running a paraplanning team, she is not a...

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS (JUNE 2018 ISSUE)

    31 May 2018

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Here are the answers to this month’s TDQ: Test Your Knowledge questions, published in the June 2018 issue of Professional Paraplanner....

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  • TDQ: Test your knowledge – Questions (June 2018 issue)

    31 May 2018

    Professional Paraplanner has teamed up with key training and exam support providers to help you in your training, development and qualifications. Here are this month’s TDQ: Test Your Knowledge questions, published in the June 2018 issue of Professional Paraplanner.   These questions relate to examinable Tax year 17/18, examinable by the CII until 31 August...

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  • Should paraplanners be doing more to promote paraplanning as a profession?

    28 May 2018

    In a recent parameters survey, we asked you if you thought paraplanners should be doing more to promote the profession. The overwhelming majority of respondents said yes. The survey found 72% of you felt more should be done to promote paraplanning, while just 11% said no and 17% were unsure. Amongst those in favour,...

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