Latest - COMMUNITY

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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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  Be a winner in the Paraplanner Awards 2020

  6 April 2020

  We are currently taking entries for the professional Paraplanner Awards 2020. Pictured is the winner of  last year’s Paraplanner of the Year (Outsourced) award, Alexandra Sasin, founder and chief paraplanner, Navigatus. Presenting the awards is Patrick Ingram of Parmenion. We are delighted that Parmenion is the sponsor of the Professional Paraplanner’s 2020 Awards. An email...

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  Current CII Exams Pass Rates

  29 March 2020

  The Brand Financial Training team look at a selection of CII qualifications and their exam pass rates. This post was originally published on the Brand Financial Training Blog at https://brandft.co.uk/organise-your-study-notes/ and has been reproduced here with their permission. All content © Brand Financial Training. The current CII exams pass rates have now been published....

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  Verve Group offers two free suitability letter templates to help firms in current crisis

  26 March 2020

  The Verve Group has created two template documents to help financial planning firms deal with the changes in their workload and workplace while also needing to comply with MiFID II requirements. The first is a draft letter for the 10% falls in clients’ portfolios. This is an optional letter firms can send to clients...

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  TEST YOUR KNOWLEDGE QUESTIONS

  26 March 2020

  For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  YOUR APRIL 2020 MAGAZINE IS LIVE

  25 March 2020

  CLICK HERE TO ACCESS THE ISSUE ONLINE OR AS A PDF HERE: Professional Paraplanner April 2020 What you’ll find inside this issue: Paraplanner profile Rob Kingsbury spoke to Kimberley Tyson senior paraplanner at Telford Mann in Kettering, who recently received an award for her exam achievements, reflecting a career progression that started when she...

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  Enter the Professional Paraplanner awards

  23 March 2020

  The Professional Paraplanner Awards 2020 are open for nominations and entries. We are asking you to nominate the firms delivering the best products, solutions and software that help you deliver great service to your clients. Every paraplanner registered to receive Professional Paraplanner will have received an email (on 8 or 9 March) with the link...

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