Latest - COMMUNITY

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  Techniques to improve your productivity: 2

  22 October 2019

  Talking at the yearly Paraplanners Powwow, Aleksandra Sasin, founder of Navigatus and Jackie Manning of Tilney shared some of the techniques they have discovered and use to improve the way they work and to get things done in the working day. Over the course of this week we are publishing some of the ideas...

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  Techniques to improve your productivity: 1

  21 October 2019

  Talking at the yearly Paraplanners Powwow, Aleksandra Sasin, founder of Navigatus and Jackie Manning of Tilney shared some of the techniques they have discovered and use to improve the way they work and to get things done in the working day. Over the course of this week we are publishing some of the ideas...

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  Paraplanner as Investment Committee Member

  20 October 2019

  Rob Kingsbury spoke to Martin Green, paraplanning manager at Chadney Bulgin, about being a member of the firm’s Investment Committee and what it entails. First published in the October issue of Professional Paraplanner Martin Green has been a member of the Chadney Bulgin Investment Committee since it was formed over a decade ago. The...

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  New CISI portal to encourage conversations around mental health

  17 October 2019

  The Chartered Institute for Securities & Investments (CSIS) has launched a mental health portal to encourage a conversation around mental health in financial services and break down the stigma.  The launch of the portal, part of an initiative to support World Mental Health Day, follows a 2018 membership survey which found that only 46%...

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  Paraplanners – It’s time to lean in

  9 October 2019

  Michelle Hoskin recently ran a Paraplanner Masterclass in Australia. Here she talks about the experience, why paraplanners should have confidence in their abilities, and three key things that make for top performing paraplanners. As I approached the closing section of my presentation on day one at the AFA united conference in Adelaide, Australia (28–30...

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  Tips when becoming a self-employed paraplanner  

  3 October 2019

  Ashley Wiltshire, owner of outsourced paraplanning firm Wiltshire Paraplanning, offers advice for other paraplanners looking to step out into the self-employed world Ashley Wiltshire set up her outsourced paraplanning firm Wiltshire Paraplanning in October 2013. She has grown it to seven paraplanners and an office manager and is set to add further staff over...

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  CISI Paraplanner of the Year announced

  1 October 2019

  Kat Mock ACSI, founder of Unity Paraplanning, has scooped this year’s CISI Paraplanner of the Year Award. The award was presented at the Institute’s annual financial planning dinner by Jacqueline Wilkins, director of Intermediary Business, JUST. The award process required candidates to answer a technical questionnaire and those with the highest scores were then asked to...

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  SMES to expand employee benefits to attract staff

  30 September 2019

  Small and medium sized businesses plan to expand their employee benefits package in a bid to attract more staff, new research has shown. According to MetLife UK, more than half (53%) of SMEs will increase the benefits they offer staff over the next two years. Of the 34,000 businesses polled as part of its...

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