MARCH 2021
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Latest - COMMUNITY

  • Bespoke Training Solutions launches five R0 e-Learning programmes

    3 March 2021

    Bespoke Training Solutions (BTS) has launched five e-Learning programmes to match the five multi-choice exam-based R0s that take candidates towards their level 4 qualification. The training provider, which specialises in supporting trainee financial advisers, paraplanners and administrators through the CII Diploma in Financial Planning (R0 exams), launched the programmes on 1 March 2021. Luiza...

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  • New Level 6 retirement planning qualification launched

    1 March 2021

    The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification to help navigate the increasingly complex client needs in later life The Level 6 Financial Planning in Retirement (FPIR) covers all aspects of retirement planning, from pensions and inheritance tax to long-term care and equity release. In summary, the...

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  • From singer to The Mortgage Mum – bringing more women into the industry

    28 February 2021

    Sarah Tucker, founder of The Mortgage Mum, tells LIBF’s Juno Baker about becoming a mortgage broker, fitting CeMAP studies around work and home, and why she believes more women should work in the advice industry. Asked why she became a mortgage adviser, Sarah Tucker says, “Britain’s Got Talent made me do it!” She goes on...

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  • Paraplanners Wanted for Corporate Pension Research Project

    25 February 2021

    Our sister company Research in Finance is currently running a online survey aimed specifically at paraplanners, advisers and employee benefit consultants. If you are a paraplanner (or an adviser of course) and you are currently involved in corporate pension work please email Richard Ley to request a link to take part in the survey....

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  • YOUR MARCH 2021 ISSUE IS NOW LIVE

    24 February 2021

    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 UP HERE. We issue one email a day, at 8am. DOWNLOAD...

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  • Mental ‘W’health!

    23 February 2021

    Michelle Hoskin, managing director of Standards International, used Lockdown to take Mental Health First Aider training – a course which both opened her eyes and was instantly usable, she says Given all of the obvious distractions, I decided to make 2020 my year of learning: a year for broadening my knowledge in areas that...

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  • How well has the advice market fared during the pandemic?

    21 February 2021

    Just how well the advice market has fared during the pandemic is a question Lewis Byford of Anthony George says he is asked almost every day. Working on the ground and speaking to our clients who are financial planning business owners, this is what we have found. We have seen the larger advice firms...

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  • Training firm set to deliver to PFS, de Vere Group and SJP

    21 February 2021

    Redmill Advance has signed both the de VereGroup and St James’s Place as clients for its range of eLearning, digital support and live or virtual training facilities. The deVere Group has launched the Redmill Advance digital platform and suite of training solutions including CII and CISI exam support, compliance, soft-skills, and leadership learning pathways...

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