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Latest Editions

  • April 2015

    THIS ISSUE

    In this issue’s profile Mandy Kemp, director of paraplanning at Tilney Bestinvest, talks about the challenges presented by managing a team of 20 paraplanners dotted around the country and how she looks to instill best practice in the team.

    Cathi Harrison, recently elected board member of the Personal Finance Society, writes for us on what the trade body is looking to deliver for paraplanners over the next year and how the recently formed Paraplanner Practitioner panel fits in.

    While Sam Rees-Adams from the IFP writes on how to deal with conflicts of opinion with your adviser/planner.

     

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  • March 2015

    THIS ISSUE

    What you’ll find inside this edition – This issue features the Professional Paraplanner annual Paraplanner Survey. We highlight some of the key areas from this in-depth survey, conducted by Research in Finance, including salary levels, qualifications, how paraplanners spend their working day and platforms due diligence.

    For our Paraplanner Profile we go to Northern Ireland to talk to Sean Donald, paraplanner with The TimeBank, who has been working in a paraplanner-type role since 1994.

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