March 2018


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Newsletter, Jobs & Event Alerts


  • 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...

  • Paraplanner feedback on our Technical Insight Seminars

    13 September 2017

    Professional Paraplanner’s autumn Technical Insight Seminars kicked off in style in Edinburgh and we have Manchester and Bristol lined up for October and November.  Attendance at the Seminars is free for paraplanners. If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case...

  • COMPETITION: WIN one of 10 RO and AF training courses from Redmill Advance

    4 September 2017

    Professional Paraplanner has teamed up with Redmill Advance to offer 10 lucky paraplanners free access to one of the company’s new exam preparation courses which launched this month. The courses cover R01, 2, 3, 4, 5, 6, 8, and AF1, 3, 4, 5. The competition will give 5 readers access to an RO course...

  • September Issue out now

    31 August 2017

    IN THIS ISSUE: Click here to view the digital edition Paraplanner Profile Caroline Stuart tells Rob Kingsbury what her role as head of Technical Solutions at DB Wood entails, how she thinks paraplanning will progress as a profession, and why she is the host at this year’s national Paraplanners’ Powwow Day in the Life...