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  • May 2021 issue is now live

    28 April 2021

    The May 2021 issue of Professional Paraplanner magazine is now live. Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection and paraplanner community news and analysis, and to keep up with the latest in our series of Technical Insight and Investment Committee Webinars, SIGN...

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  • Less than half of paraplanners see clear career path

    27 April 2021

    Less than half of paraplanners (47%) see a clear career path in a recent parameters survey from Professional Paraplanner. While respondents agreed that the learning structure has improved in recent years, many noted that the role of paraplanner continues to differ greatly between firms. One respondent said: “The paraplanner role is defined by the...

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  • Are digital exams here to stay?

    20 April 2021

    Has the CV-19 pandemic changed the way we approach regulated exams forever? Luiza Todd, director Bespoke Training Solutions, asks One year ago this month the world found itself in the grip of a global pandemic. CV-19 is a virus that takes no account of wealth or status, geographic location, religious or political leanings. UK...

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  • Openwork Partnership extends remote training and wellbeing support

    19 April 2021

    The Openwork Partnership has extended its successful remote training and wellbeing support for colleagues to its adviser network as part of its ongoing commitment to support its partnership. Advisers and their teams can now access a wide range of training and learning material through an online portal called the OpenLearningZone, which was launched to...

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  • The Happiness factor

    18 April 2021

    Do you work for a ‘happy’ business! If not, is there something you could do about that? asks Michelle Hoskin, MD of Standards International   In his book Happiness by Design, Paul Dolan describes how happiness can only be truly achieved when there is the perfect balance of purpose and pleasure! In most cases,...

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  • 5 top tips for dealing with an R0 remote exam glitch

    18 April 2021

    Continuing issues are being experienced with remote exam operations. Luiza Todd, director Bespoke Training Services, provides some advice to help mitigate any effects should it happen to you. For the last nine months exam candidates have had the option of using the CII’s remote testing system. The remote exam system allows candidates sit R01...

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  • CISI course to help better understanding of ESG jargon

    15 April 2021

    The Chartered Institute for Securities and Investment (CISI) has launched a new online sustainable investment course to help advisers better understand industry ESG jargon.  The intermediate level CISI Sustainable and Responsible Investment Professional Assessment is designed to give an overview of the terminology used, the use of benchmarks and future trends. It will cover...

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  • Viewpoint: Rolling up your shirt sleeves

    15 April 2021

    Bradley Goodman says there were three elements that helped him succeed in the pre-graduate placement he won during the pandemic at Cathedral Financial Management  One of the key components to gaining an undergraduate degree is gaining practical experience to complement and solidify your academic studies. The opportunity to gain work experience I felt, would...

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