Latest - COMMUNITY

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  Winner of the CISI Paraplanner of the Year

  24 September 2020

  The CISI has announced Pippa Oldfield, paraplanner and assistant manager at Mazars, as winner of the professional body’s Paraplanner of the Year award 2020. Pippa was named the winner of the award at the end of the first day of the CISI’s annual Paraplanner conference, this year held virtually via Zoom from 24-25 September....

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  Coronavirus crisis boosts demand for advice

  22 September 2020

  The financial impact of the Covid-19 pandemic has led to greater demand for financial advice, new research from Openwork has revealed. Nearly one in five (17%) adults say they are now more likely to seek financial advice in the wake of the crisis, with this figure rising to nearly one in four (23%) among...

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  Paraplanner one of 17 new recruits for South West firm

  22 September 2020

  Paraplanner Barry O’Leary has joined financial planning group Old Mill, alongside 16 other new joiners as the firm continues its expansion plan. O’Leary, who joins the Wells Wealth Management team, brings with him a wealth of investment management experience, having previously held roles at HSBC, Citigroup and Deutsche Bank. More recently, he moved across...

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  How one administrator learned new ways to pass exams

  19 September 2020

  Micheala Hawkins, Professional Paraplanner’s Administrator of the Year 2020, failed a number of exams before she adapted her studying process to best suit her way of learning. Here, she describes her exam experience and how at Navigatus, supported by the firm, she broke through the barriers that had been holding her back from achieving...

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  Comment: Rising to the challenge of Covid

  16 September 2020

  Could the Coronavirus crisis actually turn out to be good for financial planning firms? Anecdotal evidence is pointing that way, says Caroline Stuart, director of Sparrow Paraplanning and PFS Board member. First published in the September 2020 issue of Professional Paraplanner. It’s been a funny old year, hasn’t it? Six months ago, most of...

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  Financial advice boosts wellbeing and wealth

  15 September 2020

  Financial advice can boost clients’ emotional wellbeing, making them feel better about themselves and their finances, according to new research from Royal London. It also suggested that advised clients who have an ongoing relationship with their adviser are almost twice as likely to feel in control of their finances than those who didn’t. The...

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  Concerns for workers’ mental health due to Covid impact

  12 September 2020

  Nearly a third (29%) of small businesses are concerned that the Covid-19 pandemic is impacting the mental wellbeing of their employees, according to new research by WorkLife. The research, carried out among 750 senior financial and HR decision makers, also showed that a third (32%) of firms said employees were worried about their own...

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  Paradigm Norton publishes client-focussed Cost of Covid white paper

  10 September 2020

  Financial planning firm Paradigm Norton has published a client-facing white paper, The Cost of Covid, an in-depth look at the country’s coronavirus-induced debt liabilities and what steps the government might take to balance the books in the next Budget. Co-authored by the firm’s senior tax manager James Mohide and head of Technical, Dan Atkinson,...

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