May 2018
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  • May Issue Out Now

    26 April 2018

    Welcome to the May 2018 issue of Professional Paraplanner In a few days we head out for the first of 11 Technical Insight Seminars around the country, starting in Woodbury Park, Exeter. I’m looking forward to meeting faces familiar and new at our events. If you would like to come to Woodbury there are...

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  • Qualities required of an outsourced paraplanner

    26 April 2018

    In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business. Rebecca recently celebrated the fifth anniversary of Lime. You can read her story in the Paraplanner Profile in the May 2018 issue of Professional...

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  • TDQ: Test Your Knowledge (May 2018 issue)

    26 April 2018

    Professional Paraplanner has teamed up with key training and exam support providers to help you in your training, development and qualifications. Here are the answers to this month’s TDQ: Test Your Knowledge questions, published in the May 2018 issue of Professional Paraplanner.   B CII R01 Study Text Chapter 5:2 A CII R02 Study...

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  • TDQ: Test your knowledge – questions (May 2018 issue)

    26 April 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 May issue of Professional Paraplanner.   These  questions relate to examinable Tax year 17/18, examinable by the CII until 31 August...

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  • Final few places remain for Exeter Tech Insight Seminar – exciting agenda news

    24 April 2018

    We are looking forward to welcoming paraplanners to our Exeter Technical Insight event next Wednesday 2nd May, we have around 5 more places now available. The event is free to attend for paraplanners (and those in a similar role) and attracts structured CPD. Pre-registration is essential. The exciting news is that the suitability report...

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  • Paraplanner Awards 2018 – entry deadline extension

    19 April 2018

    We’ve extended the awards entry deadline until midday, Friday 27 April. Due to a glitch in the system which has meant a number of people received their awards entry forms later than intended, we have decided to extend the deadline for the awards until midday Friday 27 April. If you intended entering the individual...

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  • Paraplanner of the Year Awards – deadline approaches

    17 April 2018

    Are you the Paraplanner of the Year. Is your Paraplanning Team a cut above the rest? Don’t miss out on your chance to gain one of these two accolades. The closing date for entries to the Paraplanner of the Year and the Paraplanner Team of the Year Awards are fast approaching. Entries require a 500-word...

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  • Adviser firms still struggling with GDPR

    15 April 2018

    With a matter of weeks before the General Data Protection Regulation (GDPR) comes into force, advisers are still struggling to meet all the requirements, according to new research by Intelliflo.  In a survey of 245 Intelligent Office users during mid-February to early-April 2018 testing their knowledge of the new regulation, just one in five...

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