September 2017


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  • Paraplanner of the Year shortlist announced  

    31 May 2017

    Professional Paraplanner is hosting its first Annual awards on 7 June 2017. The short-list for the Paraplanner of the Year has been decided and we publish it today. Chair of the judges, Professional Paraplanner editor Rob Kingsbury said: “Thank you to every one who entered our inaugural awards. The response was fantastic. We received...

  • Demand for financial guidance is strong – Financial Planning Week proves it, says CISI

    30 May 2017

    Consumer reaction and engagement with Financial Planning Week (8-12 May 2017), is proof of the very real need for financial planning across all spectrums, ‘not just for the wealthy’, says the Chartered Institute for Securities & Investment (CISI), which runs the initiative. During the week consumers throughout the UK were able to take advantage of free, professional...

  • Paraplanning Standard – Michelle Hoskin

    26 May 2017

    In this short film Michelle Hoskin outlines her vision of the Paraplanning Standard. At Professional Paraplanner’s Technical Insight Seminar in Birmingham, Michelle Hoskin told the audience “the future is yours”, laying out where she believes the market is heading, paraplanning’s place within it and providing an update on the Paraplanning Standard. “The professional paraplanner is what...

  • June 2017 Issue Out Now

    25 May 2017

    Welcome to the June 2017 issue of Professional Paraplanner, marking our third anniversary serving the paraplanning community. It has been a thoroughly enjoyable and inspiring journey over the past three years. Thank you all for reading and we look forward to providing you with quality content for many more years to come. Click HERE...

  • DFM Alliance events last spaces remain

    24 May 2017

    The DFM Alliance members have pooled their resources to provide an insightful and educational day for Paraplanners and IFAs, as part of the DFM Alliance initiative to improve client outcomes in our industry. This is a complimentary event and qualifies for 6 hours CPD. Dates & Venues: Tuesday 6 June 2017 Rudding Park Hotel,...

  • Being part of the Paraplanning Standard

    24 May 2017

    Christina Georgiou is a member of the Paraplanning Standard Committee set up by Standards International to oversee the principles and design of the Standard, which is due to launched in the summer. Rob Kingsbury asked Christina about her involvement and what she believes the Standard will offer paraplanners. Rob Kingsbury: Why and how did...

  • CISI Annual Conference 13-14 June 2017

    24 May 2017

    The CISI’s annual Paraplanning conference is taking place this year on 13-14 June at the Jury’s Inn, Hinckley Island Hotel, in Hinckley Leicestershire. With a superhero them – The League of Extraordinary Paraplanners – and hosted by Dan Atkinson of EQ Investors and Farida Hassanali of UBS, sessions include a half-day excel training workshop, paraplanning...

  • I was impressed by the Pensions Dashboard

    22 May 2017

    Graham Miller of O&M Systems attended the recent ABI Challenge Session in London where he saw the first prototype in action. Here he gives his view of the dashboard.   The proposed Pensions Dashboard is something that has the potential to change UK pensions planning for ever. At the tail end of 2014, the FCA...