May 2018


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Newsletter, Jobs & Event Alerts


  • Paraplanner of the Year Awards – deadline approaches

    17 April 2018

    Are you the Paraplanner of the Year. Is your Paraplanning Team a cut above the rest? Don’t miss out on your chance to gain one of these two accolades. The closing date for entries to the Paraplanner of the Year and the Paraplanner Team of the Year Awards are fast approaching. Entries require a 500-word...

  • 5 minutes with… Rory Percival

    3 April 2018

    This issue’s Q&A is with ex-FCA technical specialist, Rory Percival. Rory now runs his own consultancy focussed on professionalism and compliance in the advisory market. We asked him about his views on paraplanners, professionalism, file review and suitability (Rory is a confirmed speaker at our Exeter and Birmingham Technical Insight Seminars – we also...

  • Pension transfer values remain stable during February

    7 March 2018

    Pension transfer values as measured by the Xafinity Transfer Value Index remained stable during February 2018. The index was £231,000 at the end of January and £232,000 at the end of February but was down from 236,000 at the end of December 2017and had been close to 245,000 in April  2017. The difference between...

  • 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...

  • Pop Up Paraplanner event from Seven Investment Management

    28 March 2017

    7IM is running a dedicated paraplanning and trainee adviser event in Leeds on 26 April 2017. Registration is at 14.45 and the event goes on until 17.30, following which food will be served and there will be a chance for networking with peers and the 7IM team. The event is taking place at Tiger...

  • Technical Insight seminars return – Register now

    26 February 2016

    They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding thumbs up from paraplanners to last year’s event. The seminars will give paraplanners the opportunity to hear from expert presenters, who will tackle a range of topics relevant to paraplanners’ day-to-day roles. The first event...

  • Technical Insight Seminar – June 2015

    29 May 2015

    Professional Paraplanner launched its first Technical Insight Seminar on 9 June 2015 at the Grange St Paul’s Hotel, London. The investment and savings environment made for a challenging backdrop to our seminar, which gave paraplanners structured educational material from some of the best names in the industry. As well as hearing from our speakers offering...