November 2017


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Newsletter, Jobs & Event Alerts


  • Mobile banking tech keeping people more in touch with their finances

    4 August 2016

    Survey shows technology advances are putting the British public more in touch than ever with their bank balance. Technology advances within banking have resulted in people using online and mobile banking apps to check their spending more than ever, according to a recent survey from Nationwide Building Society. Fast access to their accounts means...

  • Demonstration of live pensions feed brings Dashboard closer

    25 July 2016

    FinTech company Origo has reported that it has demonstrated a successful LIVE feed for a pensions dashboard to a group of industry representatives, including large pension providers, third-party administrators and other industry and government bodies. The not-for-profit organisation said that the collaborative work it had been undertaking with the industry and through the Pension...

  • Paraplanners Powwow North West

    18 July 2016

    Paraplanners in the North West came together to discuss the issues most pertinent to their role, in the first Paraplanner Powwow held in Liverpool. Editor Rob Kingsbury joined the discussion. The Paraplanner Powwow North West was a sold out event with 25 paraplanners signed up to it, representing a range of business structures: small,...

  • Platforms Due Diligence

    13 April 2016

    Annalise Toberman, head of Insight, Research in Finance, garnered the advice of seven heads of platform on what paraplanners should look out for when conducting platforms due diligence “Due diligence” is a term often bandied about in our industry. It can apply to in-house fund selection, outsourced services and solutions and of course, choice...

  • WBS launches new service to power next generation of platforms

    11 April 2016

    Winter flood Business Services (WBS) – anoutsourced dealing, custody and settlement services provider – has announced the launch of a new offering on its EOS platform. The firm says it expects the new live ‘segregated institutional’ service to power the next generation of investment platforms. The new offering provides a dealing, settlement and custody solution...

  • 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...

  • Cashflow forecasting – not an exact science

    16 November 2015

    In his monthly article for the Professional Paraplanner, Dan Atkinson, senior technical consultant with EQ Investors, looks at using cashflow modelling, particularly in client meetings. This month I wanted to highlight a couple of benefits that I have found running through cashflow modelling with clients. I’m not going to go into too much depth, but...

  • We are live!

    29 June 2015

    It’s been a few months in the building but we’ve researched, we’ve populated, we’ve carried out the user testing and now this is the crunch point – we’re live! Since its launch in May 2014, Professional Paraplanner has been going from strength to strength. This month, June 2015, has seen our first Technical Insight...