September 2017


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  • Tax and trusts speakers confirmed for Autumn Technical Insight Seminars

    26 July 2017

    We are delighted to announce that our Edinburgh Technical Insight Seminar, as well as those in Manchester and Bristol, will feature analysis of the Income Tax treatment of trusts from the technical consultants of Utmost Wealth, John Haley (pictured) and Barry Foster. In addition, John and Barry will explain some of the administrative issues that...

  • CISI’s Campbell Edgar retires and Keri Carter appointed vice chair of CISI IFP Forum Committee

    24 July 2017

    Campbell Edgar is retiring from his role as head of Financial Planning at the Chartered Institute for Securities & Investment (CISI) in October 2017, although he will continue to be involved in some CISI financial planning technical projects. He joined the CISI in May 2016, along with Jacqueline Lockie, after the Institute of Financial Planning...

  • New CII pensions transfer qualification to open in August

    14 July 2017

    The Chartered Insurance Institute (CII) has announced it is opening its new pension transfers qualification for enrolments in August. The launch follows the Financial Conduct Authority’s (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits. The Level 4 Certificate in Pension Transfers Advice includes a new Level 6 unit (AF7) Pension transfers...

  • July/August Issue Out Now – The Awards Issue!

    3 July 2017

    Professional Paraplanner – THE AWARDS ISSUE Welcome to the latest issue of Professional Paraplanner in which we celebrate our inaugural awards. This issue we’ve changed our viewer for the magazine to html5, which does away with the need for you to download the Adobe Flash Player every time it updates. It’s a slightly different...

  • The Great Pensions Debate – paraplanner report

    22 June 2017

    Caroline Stuart, head of Technical Solutions at DB Wood, attended the Great Pensions Debate this week. She provides her view of the event and her take-aways for Professional Paraplanner readers. The Great Pensions Debate was exactly what it promised; excellent speakers who knew their stuff; attendees there to make sure clients get the right outcomes...

  • Suitability report writing – full day Howwow

    20 June 2017

    The Paraplanner Powwow is running its first full day Howwow on suitability report writing. Taking place on 27 July in London, the event is following the new format of the Powwows, which is to bring in expert speakers for half the event, followed by ‘campfire’ discussions between paraplanners. Howwow organiser Richard Allum said: “Report writing is...

  • Winners of Professional Paraplanner Awards announced

    8 June 2017

    Winners of the Professional Paraplanner Awards 2017 were announced to an audience of paraplanners and industry figures following a jam-packed day of presentations and workshops at our Technical Insight Seminar in London. Alongside 18 provider awards categories, reflecting the key areas for paraplanners when undertaking their daily paraplanning role, the winners of which were...

  • Paraplanner Team of the Year shortlist announced

    1 June 2017

    Professional Paraplanner is hosting its first Annual awards on 7 June 2017. The short-list for the Paraplanner Team of the Year is published today. Chair of the judges, Professional Paraplanner editor Rob Kingsbury said: “With the Paraplanner Team of the Year we wanted to recognise that while there are many superb individual paraplanners out...