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 advisory business.
So, if you are involved in DB Pensions Transfers in any way, and/or have views on the influence of the paraplanner in financial advice firms, please spare us the few minutes it will take to complete our form.
Here’s the link: http://www.surveygizmo.com/s3/3816016/Para-Meters-special
Everyone who completes the form will be entered into the prize draw that we offer with every Parameters Survey, with one lucky paraplanner scooping £50 worth of Amazon vouchers.
Martin Tilley, director of Technical Services, Dentons Pension Management, describes how a non-advised action by a husband cost his...
Steve Bailey, director of compliance consultancy ATEB Consulting, is not surprised by the recent figures published by the Regulator...
Paraplanners wanting to register their interest for the first tranche of applications for the Paraplanner Standard should get their...