Latest - COMMUNITY

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  WINNERS OF THE PARAPLANNER AWARDS 2020

  18 June 2020

  Professional Paraplanner is delighted to announce the winners of the Paraplanner Awards 2020. This year our Paraplanner Awards not only received the highest number of entries ever but also were the most highly competitive to date – reflecting the incredible talent in this profession. The quality of submissions was matched by the very high...

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  Provider Awards – Winners and Highly Commended 2020

  17 June 2020

  Professional Paraplanner is pleased to announce the winners of the Professional Paraplanner Provider Awards 2020. For these awards we ask our paraplanner readers to nominate the company they feel has given them the best overall service or has the best product or solution in each of the categories. Paraplanners can nominate one company per...

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  Paraplanner Awards shortlists announced

  14 June 2020

  Fourteen individuals and companies are through to this year’s Paraplanner Awards. This year we had a record number of entries again and some excellent submissions, making these awards highly competitive – probably our most hotly contested to date. The judges will be announcing the winners on Thursday 18 June on the Professional Paraplanner website....

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  Home office de rigueur post pandemic?

  11 June 2020

  A home office has become a desirable property feature since the Covid-19 pandemic forced the vast majority of employees to work from home, new research has shown.  Across London, demand for homes with office space has increased from 8% since the start of lockdown to 27%, according to estate agent Benham and Reeves. Demand...

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  The Power of a Process

  11 June 2020

  Paraplanners are perfectly positioned to see where firms’ processes are working or not, which is why they should get involved in business improvement, says Michelle Hoskin, MD of Standards International. This article was first published in the June issue of Professional Paraplanner. As a paraplanner, you sit and work firmly at the coalface of...

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  Paraplanner to adviser: what’s the right ratio?

  10 June 2020

  Two thirds of paraplanners feel their firm has the right ratio of paraplanners to advisers, according to the Professional Paraplanner parameters survey. The findings showed that the majority of firms have one paraplanner to two or more advisers, but respondents said that if workload were to increase they would like to see the number...

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  Network calls for more promotion of value of advice

  10 June 2020

  National network Openwork has called upon the government, schools and industry bodies to do more to promote the value of financial advice and highlight the different services on offer.  Openwork said advisers were particularly in favour of promoting the value of advice as part of financial education in schools, with 65% believing more emphasis...

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  LIBF expands use of remotely invigilated exams

  8 June 2020

  The London Institute of Banking & Finance (LIBF) has confirmed that it is making exams with remote invigilation more widely available from mid-June. This follows rigorous testing and a number of successful pilots. Roll-out starts on 10 June 2020 and LIBF has published a timetable with information on the timings and how to book,...

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