Latest - COMMUNITY

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  Untapped demand for financial advice

  14 June 2019

  A large percentage of consumers want financial advice but have no idea how to access, a nationwide study by Openwork has shown. The findings revealed 43% of people were unsure where to go to receive advice, with women more affected than men. Sixty two percent of women surveyed expressed uncertainty, compared to 38% of...

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  Winners of our Paraplanner Awards 2019

  14 June 2019

  We are delighted to announce the winners of the Professional Paraplanner Paraplanner Awards 2019. The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades. Our thanks to this year’s sponsor – Parmenion This year...

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  Winners of the Professional Paraplanner Provider Awards 2019

  14 June 2019

  We are delighted to announce the winners of the Professional Paraplanner Provider Awards 2019. The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades. For these awards we asked our readers to nominate...

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  Authors sought

  12 June 2019

  We are looking for proven authors to help us with the creation of learning materials for a new learning package for Paraplanners. Please note this will be a paid for contract. You will be a current practitioner working in a financial services environment who has the necessary up-to-date knowledge and experience to be able...

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  Suitability 2.0 – Cathi Harrison to speak at Technical Insight Seminar

  9 June 2019

  Cathi Harrison, MD of the newly formed The Verve Group – including Apricity, Para-Sols and The Art of Finance – will be presenting at the Professional Paraplanner Technical Insight Seminar in London on 13 June, as well as other of our events in the autumn. After presenting at some of our 2018 seminars, where...

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  Fall in adviser numbers of up to 7% predicted

  5 June 2019

  The number of advisers and wealth managers in the UK could fall by as much as 7% by 2022, wealth management group Succession Wealth has warned. To mark its tenth anniversary, Succession Wealth carried out research which suggested that a stringent regulatory environment is forcing many financial services firms to sell up. Over half...

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• Demand for advice increasing, particularly amongst under 35s

  3 June 2019

  Despite only a small percentage of people regularly seeing a financial adviser, 56% of adults believe they would benefit from doing so, with the highest percentage aged under 35. A nationwide study by Openwork found 15% of adults see an adviser, with men more than twice as likely to receive support with their finances...

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  Professional Paraplanner Awards 2019 Shortlists announced

  2 June 2019

  Professional Paraplanner is delighted to announce the shortlists for the 2019 Awards. This year we increased the number of awards enabling more paraplanners, as well as administrators, to enter the awards. Alongside the new awards we had a record number of submissions for this year’s awards, exhibiting a very high standard of entry. Consequently,...

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