October 2018


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  • Call to differentiate advisers by commitment to higher standards

    16 October 2018

    The Chartered Body Alliance has called for advisers to be differentiated by their commitment to higher standards. In response to an FCA consultation on a new directory to help consumers check the status and history of advisers, the Chartered Body Alliance has called on the regulator to include details about those who have pledged...

  • Role of paraplanner set to grow, survey finds

    15 October 2018

    Advisers expect the role of a paraplanner to increase in the near future, according to new research from Canada Life. Two in five (39%) advisers would like to see paraplanners take on a more substantial role, while an additional quarter (25%) believe that they should start meeting with clients. The research taken from Canada...

  • Winner of the CISI Paraplanner of the Year Award

    2 October 2018

    CISI announces the winners of five awards, including Paraplanner of the Year, at the professional body’s annual Financial Planning conference. Among the winners, Rebecca Tuck, paraplanner with Magenta Financial Planning, has been named as the CISI Paraplanner of the Year 2018. Rebecca joined 5-woman Magenta, based in Bridgend, Wales, from the firm’s launch in...

  • TDQ: Test Your Knowledge – Answers

    27 September 2018

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

  • TDQ: Test Your Knowledge – Questions

    27 September 2018

    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...

  • October 2018 Out Now

    26 September 2018

    Welcome to the October 2018 issue of Professional Paraplanner Click here to read you new issue For this issue’s Paraplanner Profile, editor Rob Kingsbury spoke to Blake Ellis of Simpson Financial Services about why he feels cash flow modelling is core to all clients’ plans and the benefits of being the sole paraplanner in...

  • Paraplanning firm shortlisted for entrepreneur award 

    18 September 2018

    Paraplanning firm Para-Sols has been shortlisted for an entrepreneur award, after spending over a year and a half focusing on its growth strategy.   The Darlington-based firm of 27 beat off tough competition to make the regional shortlist for the 2018 NatWest Great British Entrepreneur Awards’ Team of the Year award. Now in its sixth...

  • Cathi Harrison launches ‘Going it Alone’ service

    11 September 2018

    Apricity, the compliance service founded by Cathi Harrison, has launched a new service providing hands-on support for those looking to start their own advisory business or move to a directly authorised status. The service ‘Going it Alone’, offers a range of advice, support, guidance, tools and practical help, such as with applying for authorisation, building...