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  • 5 good business and leisure reads recommended by paraplanners

    31 July 2018

    In our last Parameters survey we asked paraplanners to name the business and non-business book they would recommend to their peers to read over the summer. There were some interesting responses – it seems that paraplanners are voracious readers with eclectic tastes. We also asked you how you tend to read books – electronic,...

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  • From the Report Writing Howwow 2018

    24 July 2018

    Jane Holt, director and paraplanner at Mackenzie Financial Planning, provides a report  on the recent Paraplanner Howwow in Manchester. Paraplanners are a diverse bunch, and nowhere was this better represented than at the recent Report Writing Howwow, hosted by Paraplanners Powwow in the cellar of a Cuban Bar in central Manchester. Attended by around...

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  • Paraplanning has come a long, long way

    11 July 2018

    One of paraplanner pioneers, Martin Vaughan of Clear Capital Management LLP, reflects on how paraplanning is now being more widely recognised for its value to the financial planning profession. I had the pleasure of attending the CISI Paraplanner conference held at the Hinckley Island Hotel in Leicestershire recently. I had not been able to...

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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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