November 2017
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  • Mike Morrison receives posthumous award from PFS

    23 November 2017

    Mike Morrison has been given the prestigious lifetime achievement award at the annual Personal Finance Society awards, which took place last night (Wednesday 22 November) at the Roundhouse in Camden. Mike, who tragically passed away earlier this month, was a hugely influential figure during his three decades in the financial services industry, in which...

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  • PFS awards finalists announced

    20 November 2017

    The Personal Finance Society has announced the finalists for its 2017 Personal Finance Awards, due to be held on 22 November in London. In the running for Chartered Financial Planner of the Year is Phillip Rose, Group IFA; Gemma Siddle, Eldon Financial and Natalie Wright, Mazars, while the finalists for the Chartered Financial Planning...

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  • November 2017 Issue Out Now!

    26 October 2017

    In this issue of Professional Paraplanner click here to read. A paraplanner abroad Rob Kingsbury talks to Keith Boyes, paraplanner with St James’s Place, who moved from Edinburgh to Hong Kong, discussing why he decided to make the move, the differences in paraplanning in Asia and the ex-pat lifestyle. You’ll be packing your bags...

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  • Paraplanner Standard “imminent” says Hoskin

    23 October 2017

    Paraplanners wanting to register their interest for the first tranche of applications for the Paraplanner Standard should get their applications in on or before Tuesday 31 October 2017. In a video uploaded to YouTube (see below) Hoskin said the final version of the Paraplanner Standard was going through the sign off process and that launch...

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  • POINTERS: 10 Top Powwow Tips and more when writing suitability reports

    15 October 2017

    At last month’s Paraplanners  Powwow, attendees shared some of their top tips when writing suitability reports for tackling writers block, making space in your day for proofing reports, getting the right tone in a report and one major mistake to avoid. Paraplanner and campfire facilitator Kat Mock (pictured centre) highlighted key points she took away from...

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  • CISI gets behind World Financial Planning Day – 4th October

    2 October 2017

    The Chartered Institute for Securities & Investment (CISI) UK has pledged its support for the Financial Standards Planning Board (FSPB) first ever financial planning day. World Financial Planning Day will take place on 4 October as part of the International Organization of Securities Commissions’ (IOSCO) World Investor Week, in an effort to help consumers...

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  • October 2017 – Out Now

    28 September 2017

    Welcome to another issue of Professional Paraplanner packed with great content. Click here to read. For this issue’s Paraplanner Profile Rob Kingsbury talks to Para-Sols MD Cathi Harrison about how she is building the outsourced paraplanning business and why she is setting up new compliance company Apricity. See the accompanying video on our website...

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  • Calling all North West paraplanners – confirm your seminar place now

    28 September 2017

    We’re looking forward to meeting up with North West paraplanners at the Technical Insight Seminar at the Midland Hotel, Manchester on Wednesday 11 October. At the seminar you will hear what the FCA has to say about DB Pensions Transfers and also what we can expect from upcoming regulatory changes such as MiFID II. There...

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