September Issue


Register with PP

Newsletter, Jobs & Event Alerts


  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • New standards body set to help industry deal with evolving market  

    16 January 2018

    Criterion, the newly formed industry body, has appointed four non-executive directors to the board, as it looks to help the industry deal with changes arising from the ongoing impact of the pensions freedoms, fintech innovation and implementation of the ambitions of government and the regulator. The body is focussed on the development of sustainable...

  • iPipeline acquisition increases ‘digital experience’ for consumers

    7 January 2018

    iPipeline has announced its acquisition of TCP LifeSystems, a software solutions provider to life and pensions insurance companies. TCP LifeSystems provides an end-to-end software solution, underpinning insurance policy administration, underwriting, and acting as a central communication exchange point between customers, advisers, providers and reinsurers. It allows customers and intermediaries to manage policies and iPipeline says...

  • Dispelling the Common Law ‘rights’ myth

    12 December 2017

    Incorrect assumptions around the ‘rights’ of the common law spouse continue to abound and need to be addressed in financial planning, says Kay Ingram, director of public policy at national IFA LEBC. The myth of the common law spouse lives on and it’s a fantasy which can have devastating consequences for one or both...

  • iPipeline’s SolutionBuilder integrated with Time4Advice’s Curo

    16 November 2017

    iPipeline has integrated its client-centric portal SolutionBuilder with Time4Advice’s client management system Curo, focused on helping advisers build their protection business. The integration will allow advisers to research and compare both single and multi-benefit protection products on one screen. Paul Yates, product strategy director at iPipeline (pictured), said the partnership demonstrated the role technology...

  • Criterion and TeX to collaborate on improving transfers and re-reg processes

    15 November 2017

    Criterion and TeX look set to collaborate in supporting the Transfer and and Re-registration Industry Group (TRIG) in overhauling the transfer and re-registration processes, across long-term savings and investments. Criterion is the independent, not-for-profit industry body for Standards and Governance working in the UK’s long-term savings, investment, pensions and protection markets, agreeing sustainable Standards...

  • Industry must evolve to meet the requirements of female clients

    17 October 2017

    The financial industry must do more to meet women’s advice needs, with a new report revealing they are put off by the “aggressively masculine” world of financial services. The report, published by research firm Kantar, highlighted the differences between male and female perceptions of advice and found the industry must evolve to meet the...

  • Aegon speeds up protection application process by 5-days

    21 August 2017

    Aegon claims recent changes to its back-office systems and underwriting processes will significantly speed up the time it takes to put client’s protection in place, saving advisers around five days of waiting. In addition, the assurer says it will let advisers know what extra information it needs for an application via its protection document...