Latest - COMMUNITY

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  TDQ: Test Your Knowledge QUESTIONS (July/August 2018 issue)

  28 June 2018

  Professional Paraplanner has teamed up with key training and exam support providers to help you in your training, development and qualifications. Here are this month’s TDQ: Test Your Knowledge questions, published in the June 2018 issue of Professional Paraplanner.   These questions relate to examinable Tax year 17/18, examinable by the CII until 31 August...

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  Paraplanner Standard attracts overseas attention

  20 June 2018

  The Paraplanner Standard, launched on 1 May 2018 by Standards International, is receiving interest from paraplanners in countries across the globe. “Word of the Standard has spread to places we hadn’t dreamed of,” says Michelle Hoskin, MD of Standards International. “We’ve had enquiries from an outsourced operation in India who want to put their...

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  Bankhall partners with The Timebank to launch paraplanning service

  14 June 2018

  Bankhall has partnered with outsourced paraplanning firm The Timebank to launch an exclusive new service for its members firms, to help them increase their advice capacity. The service provides firms with access to experienced paraplanners who are qualified to level 6. The options for firms range from a full hourly rate bespoke service, which...

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  CISI conference delivers range of topics to engage audience

  14 June 2018

  For its annual Paraplanner Conference 2018, the Chartered Institute of Securities and investments (CISI) put together, in the words of Dan Atkinson, head of Technical at EQ Investors, and a member of the CISI Paraplanner Interest Group, “a great mixture of sessions that equipped paraplanners to rise to the challenge of enabling top quality...

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  Winners of the Professional Paraplanner Awards 2018

  6 June 2018

  Professional Paraplanner is pleased to announce the winners of the Professional Paraplanner Awards 2018.  The awards were announced last night, 6 June 2018, after the Technical Insight Seminar, held at the Grange St. Paul’s Hotel in London. Congratulations to all the winners. Thank you to National Savings and Investments for sponsoring the Awards. The Paraplanner...

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  June Issue OUT NOW

  3 June 2018

  For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

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  Sarika Dhanjal of Tenet describes her role as Paraplanning Team Manager

  31 May 2018

  For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and its new outsourced service. In this video, Sarika discusses how her role differs from the norm, in that although she is running a paraplanning team, she is not a...

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  TDQ: TEST YOUR KNOWLEDGE – ANSWERS (JUNE 2018 ISSUE)

  31 May 2018

  As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Here are the answers to this month’s TDQ: Test Your Knowledge questions, published in the June 2018 issue of Professional Paraplanner....

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