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  • Shortlist for Professional Paraplanner Awards 2018 announced 

    23 May 2018

    Professional Paraplanner is delighted to announce the shortlists for the Paraplanner of the Year and the Paraplanner Team of the Year awards for 2018 which are in association with NS&I. Rob Kingsbury, editor of Professional Paraplanner, says: “We received even more submissions this year than in our inaugural awards in 2017 and the quality...

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  • Powwow takes Report Writing Howwow to Manchester

    21 May 2018

    The Paraplanners Powwow is taking the Report Writing Howwow it ran in London last autumn to Manchester. The paraplanner only, physical event, is being hosted at Revolución de Cuba on Peter Street on 28 June. The format of the Manchester event is to take real-life report examples and work through three aspects of report...

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  • Rory Percival tackles suitability reports at our Birmingham Seminar this week

    13 May 2018

    Rory Percival will be at our Birmingham Technical Insight Seminar on Wednesday 16 May tackling the issues around writing compliant, FCA-friendly suitability reports. (Limited space remain) BOOK HERE for our Birmingham event. Our events are free for paraplanners. Rory is a well-known figure in the industry, both for his role as technical specialist for the...

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  • Cathi Harrison to speak on Suitability Report writing at Technical Insight Seminars

    8 May 2018

    Following the success of the first of this year’s Professional Paraplanner Technical Insight Seminars, held in Exeter, we are delighted to announce that Cathi Harrison, founder of Para-Sols and newly launched compliance firm Apricity, will be leading focussed Suitability Report workshops at our Norwich seminar on 23 May. Cathi will be providing insight into...

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  • Paraplanning Standard launches today

    30 April 2018

    Standards International has launched the Paraplanning Standard alongside the Standards International Academy, a skills and knowledge training facility for the financial planning profession. Paraplanners who want to be assessed for the Standard can either do so as a standalone process or as part of the membership programme of the Academy. The membership gives the...

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  • Rise to the challenge – CISI Paraplanner Conference agenda announced

    29 April 2018

    The Chartered Institute for Securities & Investment (CISI) has announced the agenda for its 2018 Paraplanner Conference 2018, which runs over two days 12 -13 June at Jurys Inn Hinckley Island Hotel, Hinckley, Leicestershire. Included in the programme, this year entitled Rise to the challenge – it’s all in the detail, are three sessions...

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  • Suitability Report writing workshop with Rory Percival – Exeter Seminar

    26 April 2018

    Delegates attending our Woodbury Park, Exeter, Technical Insight Seminar will have a workshop session with Rory Percival discussing suitability report writing. This is a must-not-miss session to hear from an expert on this subject. Delegates will be divided into smaller groups for workshop sessions to allow for more in-depth questioning of presenters, which we...

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  • Rebecca Lucas: Systems, software and technology I can’t do without

    26 April 2018

    In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the systems and software she uses in her business and the technology she says she can’t do without. Rebecca recently celebrated the fifth anniversary of Lime. You can read the story of how she set up the business and the...

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