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  • Apricity Compliance revamps support and adds 90-days free access offer

    7 April 2020

    Apricity Compliance has revamped its compliance support system and is offering 90-days free access to new users, to enable them to adapt to working remotely. In addition the firm has created a range of additional resources, including Suitability Report templates and Covid-19 support for existing users. Director Kim Binks (pictured) said: “Speaking to firms,...

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  • Defaqto protection report shows advice firms using more providers

    7 April 2020

    The number of protection providers used by advisers in 2019 rose from the previous year, but satisfaction levels declined year-on-year, new data from Defaqto showed. According to the financial information firm’s protection service review, advisers used an average 6.1 protection advisers in 2019, compared with 5.4 in 2018. The sector continued to be dominated...

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  • Income investing in trying times

    7 April 2020

    How can fund managers negotiate the current environment when seeking income? David Jane, fund manager, Premier Miton Investors considers strategies from a multi-asset perspective The current market downturn has created an especially challenging environment for income managers. All the major stalwarts used by income generating funds have been negatively affected, either by market movements...

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  • Working from home – the two week reset

    6 April 2020

    Enforced remote working and end-of-tax-year planning will have seen many paraplanners thrown in the deep end and doing what is necessary to ‘get things done’ over the past two weeks. With lock down potentially lasting another two months, now will be a good time to review and reset how you are working, and whether...

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  • 6 top tips when working from home

    6 April 2020

    Michelle Hoskin, business consultant and managing director of Standards International, offers six tips to help paraplanners now working from home.   Number 1: Protect your brain The first 8 minutes after you wake in the morning are important in preparing our brain for the rest of the day. When we first wake up our...

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Latest Development

Technical: Buying a business with help from self-invested pensions (with case study)

Paraplanners and advisers may sometimes find themselves handling an...

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Latest Events

COVID-19 and our Events

Given the fast-changing situation around COVID-19, we wanted to provide an update regarding the Professional Paraplanner events for 2020....

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