May 2019
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Latest - COMMUNITY

  • May 2019 Issue Out Now

    24 April 2019

    In your May issue of Professional Paraplanner – Click here to read  Kat Mock talks to Rob Kingsbury about starting up her new outsourced business, Unity Paraplanning, and the challenges and practicalities involved Dan Atkinson, head of Technical at EQ Investors, looks at recent academic research from the Centre for Ageing Better and how...

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  • Personality of the Year Award – who will you nominate?

    17 April 2019

    We are rapidly approaching the deadline for the Paraplanner Awards – midnight Tuesday 23 April. If you want to be in with a chance of picking up an award at the ceremony on 13 June, you need to get your entry in as quickly as possible. To receive an entry form, email: robkingsbury@researchinfinance.co.uk stating...

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  • Professional Paraplanner awards – sponsor and your entries

    15 April 2019

    Professional Paraplanner is pleased to announce that the sponsor of the Professional Paraplanner Awards 2019 is Parmenion. This year there are 6 Paraplanner awards in which to participate: In-house Paraplanner of the Year Outsourced Paraplanner of the Year New Paraplanner of the Year Paraplanner Team of the Year Administrator of the Year (nominated by...

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  • 7 questions to help to start a revolution

    14 April 2019

    Jacqueline Lockie, head of Financial Planning, CISI, wants paraplanners to help her start a quiet revolution by getting their firms to ask questions from 7 categories in client meetings, to get better answers in order to create better financial plans for clients. I’ve noticed something about the financial advice world, we ask boring questions! Since...

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  • Cathi Harrison: This is a problem the industry needs to fix

    14 April 2019

    The industry’s paraplanner pool is not growing fast enough to meet demand and by focussing only on experienced individuals adviser firms are not helping resolve the problem, says Cathi Harrison, MD, The Verve Group I was recently on a conference practitioner panel at where one of the things we discussed was the need for more...

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  • The Brooks Macdonald National Academy is back for 2019

    11 April 2019

    The Brooks Macdonald National Academy is back for 2019. Their influential panel of speakers will be focusing on one of the biggest challenges facing the wealth management industry right now: wealth transfer and acquiring millennial clients. Hosted at the historic Merchant Taylor’s Hall in London, the session will provide insights for advisers and paraplanners...

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  • What winning Paraplanner of the Year has meant for Rebecca Lucas

    11 April 2019

    Rebecca Lucas talks to Professional Paraplanner about her involvement in the paraplanning community and why winning the Paraplanner of the Year award spurred her to help others. Have you entered this year’s Paraplanner awards? There’s still time to get your entry in – the deadline is 23 April 2019. Email robkingsbury@researchinfinance.co.uk for an entry...

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  • Royal London to provide technical support for CISI Financial Planning Mentoring Scheme

    11 April 2019

    Royal London has leant its support to the Chartered Institute for Securities and Investment by offering a technical helpline for its new Financial Planning Mentoring Scheme. The scheme, which began in January and is free to join, is designed to give mentees, who must be members of both the CISI and its Financial Planning...

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