February 2018


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Newsletter, Jobs & Event Alerts


  • Calling all North West paraplanners – confirm your seminar place now

    28 September 2017

    We’re looking forward to meeting up with North West paraplanners at the Technical Insight Seminar at the Midland Hotel, Manchester on Wednesday 11 October. At the seminar you will hear what the FCA has to say about DB Pensions Transfers and also what we can expect from upcoming regulatory changes such as MiFID II. There...

  • New PFS Financial Planning Practitioner Panel focused on good practice

    27 September 2017

    Sharon Sutton, the new president of the Personal Finance Society, has chaired the first meeting of a new Financial Planning Practitioner Panel, focused on industry good practice. Working alongside consultants Steve Gazzard, ex-IFP chief executive, and Carrie Bendall, the new panel will be responsible for guiding the Personal Finance Society in its drive to...

  • Cathi Harrison refreshes Para-Sols brand and preps launch of new compliance service

    24 September 2017

    Para-Sols founder Cathi Harrison has given the Para-Sols brand a fresh look as she gets set to bring a new compliance service to the market. The reason for the brand refresh, which includes a new website outlining the full service it offers adviser firms, Harrison said, is that recent changes to the firm, bringing in dedicated...

  • We asked Cathi Harrison… about setting up an outsourced paraplanning business

    24 September 2017

    To hear what Cathi has to say press the play button. In the October issue of Professional Paraplanner, Rob Kingsbury talks to Cathi Harrison about growing her outsourced paraplanning business from scratch and why she is setting up new compliance company Apricity. In this short filmed interview we asked her: • If she would recommend...

  • New President and board members for the Personal Finance Society

    20 September 2017

    The Personal Finance Society has named Sharon Sutton as its new President for 2017-18 and appointed consultant Rory Percival and Gordon Wilson of Carbon Financial Partners to the board. Sutton, Managing Director of Thornton Chartered Financial Planners, takes over from Nick Turner, who has stepped down from the board after completing a 12-month rotation as...

  • Redmill Advance prize draw

    19 September 2017

    Congratulations to the 10 winners of the Professional Paraplanner and Redmill Advance prize draw. The draw, which closed on Friday, was to win one of the 11 courses that are being offered by Redmill Advance from its range of RO and AF training courses. Winners will receive access to the RO or AF training course of...

  • Know a local charity that needs funding? Aviva could help

    18 September 2017

    Insurance giant Aviva has launched its 2017 Aviva Community Fund for a third year running, offering funding to inspirational causes across the UK. The competition invites members of the local community and advisers to submit an idea that will make a difference to a local group or charity, with funding ranging between £1,000 –...

  • Have you completed our latest Parameters Survey?

    13 September 2017

    Call out to our readers to complete our latest Parameters Survey Thank you to everyone who has completed this month’s Parameters Survey. If anyone has yet to do so, the deadline is close of play on Friday. The latest survey focusses on 1. DB Pensions Transfer 2. Questions from paraplanners about their role in the...