Latest - COMMUNITY

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  YOUR DECEMBER 2020 ISSUE IS LIVE

  25 November 2020

  INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can be used as a powerful planning tool for clients in a variety of different scenarios, a Q&A on VCTs and their importance in supporting UK smaller businesses, and we talk to paraplanners about when and...

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  Viewpoint: Changing my job during Covid was a big decision

  23 November 2020

  Moving company brings with it a feeling of trepidation, not least during Covid, says Rebecca Tuck, paraplanner with Paradigm Norton Financial Planning. This article was first published in the November 2020 issue of Professional Paraplanner. When I made the decision to leave Magenta Financial Planning it was a big one for me. I had...

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  2020 pivotal year for advice conversations

  19 November 2020

  2020 has been a pivotal year for advice conversations amid a shift in attitudes towards personal finances, new research has shown. According to a survey by Charles Stanley, more than half (52%) of advisers reported an increase in ‘out of hours’ contact with clients during the Covid-19 pandemic, while 47% of advisers also noted that...

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  Business: Why brand matters – and how to protect it

  17 November 2020

  As competition drives innovation and awakens the creative spirit, brand identity is, now more than ever, paramount to staying memorable, says Adela Dinca, trademark assistant at intellectual property firm, Mathys & Squire. It is, therefore, not surprising that businesses will extend their creative efforts far beyond choosing a brand name and logo. Indeed, elements...

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  Professional connections importance rises during Covid

  16 November 2020

  Advisers who put effort into seeking professional connections attract a greater number of referrals, according to Octopus Investments.   Research from the investment firm found there was a four-fold increase in referrals from accountants and solicitors among advisers who actively pursued professional connections. However, while more than two thirds (70%) of advisers said these...

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  Barry Foster appointed to Curtis Banks technical role

  14 November 2020

  Curtis Banks has appointed Barry Foster as its new Technical Sales Manager. Barry joins Curtis Banks in a newly created role, as part of an expanded Group sales team. The firm said he will use his combination of knowledge and experience accumulated across a wide range of businesses to help expand and evolve the...

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  Paraplanner appointed as new CISI head of Financial Planning 

  9 November 2020

  The Chartered Institute for Securities & Investment (CISI) has announced the appointment of Sally Plant as its new head of Financial Planning. Sally is currently working with Robur Wealth Management, a Partner Practice to St James’s Place Wealth Management, where her role covers paraplanning and business development. She previously worked for the CISI between...

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  Navigating remote exams – 10 top tips from the LIBF

  3 November 2020

  As The London Institute of Banking and Finance (LIBF) opens registration for its 2020-21 Level 4 Paraplanning Diploma course, the professional body is providing 10 tips to help paraplanners successfully navigate remote examinations. John Somerville, head of Financial Services, LIBF, says the LIBF was already testing remote exams and invigilation in Q4 2019, as...

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