September 2017


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  • Redmill Advance prize draw

    19 September 2017

    Congratulations to the 10 winners of the Professional Paraplanner and Redmill Advance prize draw. The draw, which closed on Friday, was to win one of the 11 courses that are being offered by Redmill Advance from its range of RO and AF training courses. Winners will receive access to the RO or AF training course of...

  • Know a local charity that needs funding? Aviva could help

    18 September 2017

    Insurance giant Aviva has launched its 2017 Aviva Community Fund for a third year running, offering funding to inspirational causes across the UK. The competition invites members of the local community and advisers to submit an idea that will make a difference to a local group or charity, with funding ranging between £1,000 –...

  • Have you completed our latest Parameters Survey?

    13 September 2017

    Call out to our readers to complete our latest Parameters Survey Thank you to everyone who has completed this month’s Parameters Survey. If anyone has yet to do so, the deadline is close of play on Friday. The latest survey focusses on 1. DB Pensions Transfer 2. Questions from paraplanners about their role in the...

  • Paraplanner feedback on our Technical Insight Seminars

    13 September 2017

    Professional Paraplanner’s autumn Technical Insight Seminars kicked off in style in Edinburgh and we have Manchester and Bristol lined up for October and November.  Attendance at the Seminars is free for paraplanners. If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case...

  • COMPETITION: WIN one of 10 RO and AF training courses from Redmill Advance

    4 September 2017

    Professional Paraplanner has teamed up with Redmill Advance to offer 10 lucky paraplanners free access to one of the company’s new exam preparation courses which launched this month. The courses cover R01, 2, 3, 4, 5, 6, 8, and AF1, 3, 4, 5. The competition will give 5 readers access to an RO course...

  • September Issue out now

    31 August 2017

    IN THIS ISSUE: Click here to view the digital edition Paraplanner Profile Caroline Stuart tells Rob Kingsbury what her role as head of Technical Solutions at DB Wood entails, how she thinks paraplanning will progress as a profession, and why she is the host at this year’s national Paraplanners’ Powwow Day in the Life...

  • MiFID II and PRIIPs mean we are all going to need more training

    29 August 2017

    With new regulations and legislation on the horizon, financial planning firms need to ensure their planners and paraplanners receive suitable training and continuous professional development, writes Jamie Evans, business development manager, 7IM The latest Adviser Market research report by Platforum highlights some interesting trends in the financial planning industry. Aside from the usual statistics...

  • Qualifications and training – upskilling online can help close the advice gap

    28 August 2017

    The industry needs new advisers and paraplanners to fill the skills gaps in the advisory market. One way to achieve that could be through online training and qualification courses that engage with the way people actually want to learn, says David Tait of Redmill Advance. Over the past couple of decades, the number of...