November 2017


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  • 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...

  • 500 sign up to new CII pension transfer certificate in first week  

    21 August 2017

    There has been huge initial demand for the Chartered Insurance Institute’s (CII) newly launched pension transfers qualification, with over 500 personal finance professionals having signed up to it in the first week of enrolment. The qualification was created following the Financial Conduct Authority’s (FCA) proposals to tighten the advice requirements for the transfer of...

  • Paraplanners run half marathon in aid of Cancer Research

    17 August 2017

    Caroline Stuart, head of Technical Solutions, DB Wood and Rachel Kitching, operations director for Cooper Parry Wealth (ex-paraplanner with the company and our cover star back in September 2014), will be running a half marathon in October for Cancer Research. Rachel was diagnosed with breast cancer in August 2016, while 7 months pregnant. She...

  • Utmost Technical Academies Hit the Road Again

    16 August 2017

    Utmost Wealth Solutions is launching its latest series of Utmost Technical Academies. Following the successful schedule of academies that took place earlier in the year, the forthcoming series will focus on the financial planning opportunities created by the use of trusts and appropriate tax wrapper selection. In addition to revisiting the fundamental aspects of...

  • Join Architas for the World Market Review

    8 August 2017

    As the year flies by and we head into Q3, things seem calm on the markets front… but is all as it seems? While a global recovery is on the cards, there are a few ominous shadows lurking in the wings in the form of inflation, the unknown outcome of Brexit negotiations on Britain’s...