May 2018
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Latest - COMMUNITY

  • 3 new speakers announced for Technical Insight Seminars

    4 April 2018

    Platform due diligence, compliance and suitability, and Treasury-backed solutions have been added to topics for the Professional Paraplanner Technical Insight Seminars 2018. We are delighted to announce that speakers at this year’s Professional Paraplanner Technical Insight Seminars will be covering a range of core topics from writing suitability reports, compliance, pensions regulation and tax, through...

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  • 5 minutes with… Rory Percival

    3 April 2018

    This issue’s Q&A is with ex-FCA technical specialist, Rory Percival. Rory now runs his own consultancy focussed on professionalism and compliance in the advisory market. We asked him about his views on paraplanners, professionalism, file review and suitability (Rory is a confirmed speaker at our Exeter and Birmingham Technical Insight Seminars – we also...

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  • TDQ – Test your knowledge – questions and answers

    29 March 2018

    In our new series, Professional Paraplanner TDQ (Training, Development and Qualifications), we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. We will be providing you with valuable advice and guidance materials to help you achieve your...

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  • Your April Issue – OUT NOW

    28 March 2018

    THIS ISSUE Our Paraplanner profile this issue is Grahame Hopper, chartered financial planner at VWM Wealth, who tells how taking time out to travel helped him to realise the job he wanted and scoop the PFS Paraplanner of the Year award. Click here to read TDQ For our Technical, Development and Qualifications article we...

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  • Technical Insight Seminars 2018 – Q&A, Paul Squirrell

    8 March 2018

    In this quickfire Q&A, Paul Squirrell, national pension sales manager at Fidelity FundsNetwork tells Rob Kingsbury how the company is supporting paraplanning and what he likes best when presenting to paraplanners. 1. How do you see the role of paraplanners in the financial planning market and going forward? Paraplanning has really risen to the...

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  • March TDQ Answers

    5 March 2018

    In our new series, Professional Paraplanner TDQ (Training, Development and Qualifications), we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. We will be providing you with valuable advice and guidance materials to help you achieve your...

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  • Professional Paraplanner Awards 2018 launched

    4 March 2018

    We are delighted to announce the launch of the Professional Paraplanner Awards 2018. The awards are now open for your nominations and entries. We want you to: nominate the product and service providers you feel are delivering the best service/support/products in the market to you as a paraplanner. enter our Paraplanner of the Year...

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  • First speakers for Technical Insight Seminars announced

    26 February 2018

    We are delighted to announce the first speakers and topics for this year’s Professional Paraplanner Technical Insight Seminars. To pre-register for any of our 11 Seminars around the country just CLICK HERE. They are free to attend, paraplanner-only events. Some locations are at or nearing capacity so if you would like to attend, please...

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