February 2018


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  • What could 2018 bring for paraplanners?

    7 February 2018

    The introduction of a benchmark for the paraplanning role and one set of qualifications would help, says Jamie Evans, Business Development Manager, Seven Investment Management 2017 was a year that Seven Investment Management (7IM) will use as a benchmark for our future plans in support of paraplanners. We attended the September Powwow, our fifth...

  • Paperwork… tell me honestly, do we actually need it all?

    6 February 2018

    Richard Philbin, chief investment officer, Wellian Investment Solutions, says he understands the need for compliance and appreciates the role of his compliance officer but he bemoans the mountain of paperwork under which the financial services industry suffers.  My daily commute consists of a short walk to the local train station, a 25 minute train...

  • Paraplanner Pointers: Client meetings

    30 January 2018

    This Paraplanner Pointers reports on a discussion amongst paraplanners regarding their involvement in client meetings and what impact it has on the way they work. One of the ongoing debates in financial planning firms is whether paraplanners should be part of client meetings. While some firms see paraplanner involvement as essential to delivering a...

  • February Issue – OUT NOW

    25 January 2018

    Our first issue of 2018 provides a wide range of topics for you. Click here to view the issue Paraplanner Profile We have an extended Paraplanner Profile this issue. Elsa Ordonez Garcia, paraplanner with Mazars, tells Rob Kingsbury why she believes paraplanners have the power and ability to shape and develop the paraplanning profession....

  • Getting the best from the adviser/paraplanner relationship

    25 January 2018

    In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship. First, it should not be a ‘them and us’ situation, she says. You can read interviews with Elsa as well as with the Mazars paraplanning team, and how they work together, in the February...

  • Test your Knowledge – exam support

    25 January 2018

    In our new series, Professional Paraplanner TDQ (Training, Development and Qualifications), we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. We will be providing you with valuable advice and guidance materials to help you achieve your...

  • Standard Life’s 1825 acquires London Chartered firm

    3 January 2018

    1825, Standard Life’s wholly-owned financial planning business, has entered into an agreement to acquire Cumberland Place Financial Management Ltd. Cumberland Place is a Chartered Financial Planning firm with assets under advice of around £400m, specialising in all aspects of advice as well as offering a discretionary investment management service. The firm’s 21 employees, including...

  • What do paraplanners want for Christmas?

    19 December 2017

    In the spirit of the season, in our last parameters survey of the year and for a bit of fun, we asked paraplanners if there was one wish they could have for Christmas what it would be. Here are the top 5 things paraplanners said they would like (go to the end of the...