September 2017


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Newsletter, Jobs & Event Alerts


  • Invesco to speak at Professional Paraplanner Technical Insight Seminars

    12 May 2017

    We are delighted to announce that Invesco Perpetual will be speaking at the remaining four Technical Insight Seminars of 2017. Their session is titled – Multi Asset investing – multiple choices Matthew Parlour, Nationals & Networks Account Manager at Invesco Perpetual will explore how the approaches to multi-asset investing have proliferated in recent years, providing...

  • Powwow Down South – highlights from the discussions

    8 May 2017

    Rob Kingsbury reports on discussions from the recent paraplanner mini-Powwow held in London. [Powwows are held under Chatham House rules whereby the content may be reported but not who said what.] When planning this first 2017 Powwow Down South, the three organisers – Alan Gow of Argonaut Paraplanning, Nathan Fryer of Plan Works and Dan Atkinson of...

  • Last minute place for Birmingham Technical Insight Seminar

    3 May 2017

    Birmingham here we come! Now in their third year, the Professional Paraplanner Technical Insight Seminars are running from May to November 2017, starting in Birmingham. We kick off our 2017 Technical Insight Seminars at the Crowne Plaza, Birmingham City Centre on 9 May. Due to last minute cancellations we have additional places available at...

  • Judges for the Professional Paraplanner awards announced

    3 May 2017

    We are delighted to announce that the judges for the Paraplanner of the Year and the Paraplanner team of the Year awards this year will be three people who are keen advocates of paraplanning and to see it progress as a profession. The awards themselves will be presented at the Grange St Pauls Hotel, following...

  • CashCalc hits 5,000 registered accounts

    1 May 2017

    Financial planning software provider, CashCalc, has reported it has over 5,000 registered accounts Launched in May 2014 by Chartered Financial Planner Ray Adams, CashCalc provides an online suite of financial planning tools including cashflow modelling. Designed to be both easy for the adviser to use and easy for the client to understand, CashCalc are experiencing...

  • Your May 2017 Issue

    26 April 2017

    Welcome to our May 2017 issue, jam-packed with good content for you. Please click here to read to your digital version Here’s some of what you can see inside: Paraplanner Profile In this issue’s Paraplanner Profile Rob Kingsbury talks to Rebecca Tuck, who moved from large financial company to new launch, five-person firm, Magenta...

  • Which providers give you the best service?

    20 April 2017

    Which companies do you believe deserve the recognition and reward for providing the service and support that consistently helps you to deliver great service to your clients? There are just a few days left to get your nominations in for the Professional Paraplanner awards – deadline is midnight Friday 21 April 2017 . You...

  • Solomon Nevins – to speak at Technical Insight Seminars

    19 April 2017

    We are delighted to announce that Solomon Nevins, Senior Investment Manager at Architas will be discussing Alternatives at all of our Technical Insight Seminars in 2017.  Solomon is co-manager of the Architas Diversified Real Assets Fund, Architas Monthly High Income Fund, Architas Diversified Global Income Fund and Architas Strategic Bond Fund. In addition to his responsibilities...