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  • Increasing client numbers leading to capacity issues

    11 July 2018

    Advisers saw client numbers jump by 21% in the last year, with one in five expecting significant growth to continue throughout 2018.  According to the wrap platform Nucleus’s latest survey of its users, the rise in demand also brings with it capacity issues. Two fifths (40%) of users said they spent less than 20%...

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  • Paraplanner’s input to update of Fidelity funds range

    10 July 2018

    Martin Green, paraplanner manager at Chadney Bulgin, recently provided input to Fidelity on a range of funds the international asset management group wanted to update. Paraplanners can use their knowledge, experience and integrity to not only affect best practice in firms but to help providers create useful products, he tells editor Rob Kingsbury What...

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  • Firm closes office for a month as it backs flexible working

    10 July 2018

    AKFP Group has pledged its commitment to flexible working by announcing it has closed its offices for the whole of July. After first trialling the initiative last summer, AFKP said the exercise was so successful it decided to repeat it again this year. Developments in modern technology have meant the team is able to...

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  • Employee wellbeing at risk from pressure to work ‘out of hours’

    1 July 2018

    In an age of always being ‘online’, new research has revealed that almost a third of employees in the financial services industry are at risk of jeopardising their mental wellbeing by working outside of traditional office hours. According to the Global Benefits Forum Survey by insurance broker Lockton, large employers need to reassess what...

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  • July / August Issue OUT NOW

    28 June 2018

    In your bumper edition of Professional Paraplanner this month we have two specials for you: Click here to read The Professional Paraplanner Awards 2018 – We celebrate our second year of awards, recently held at the Grange St. Paul Hotel, London AND a Tax Special. In this 8-page section, we look at inheritance tax...

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  • TDQ: Test Your Knowledge QUESTIONS (July/August 2018 issue)

    28 June 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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  • Paraplanner Standard attracts overseas attention

    20 June 2018

    The Paraplanner Standard, launched on 1 May 2018 by Standards International, is receiving interest from paraplanners in countries across the globe. “Word of the Standard has spread to places we hadn’t dreamed of,” says Michelle Hoskin, MD of Standards International. “We’ve had enquiries from an outsourced operation in India who want to put their...

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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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