DECEMBER 2019
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Latest - COMMUNITY

  • The Paraplanner Standard™ 2019 – review by Michelle Hoskin

    11 December 2019

    Michelle Hoskin reviews the first year in which candidates have gone through The Paraplanner Standard™ and some of the issues it has thrown up for the profession We are now well into the process of assessing paraplanners against The Paraplanner Standard™ and it has been interesting to see the results. I think to describe...

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  • Rise of the Paraplanner report – download your copy

    9 December 2019

    The Rise of the Paraplanner – published in association with Fidelity FundsNetwork – is the culmination of six years of research waves into paraplanning, its ever growing influence within financial advice/planning firms and importance within the market. Published this summer, the report was made available to users of the FundsNetwork platform as well as the...

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  • North West firm appoints three paraplanners

    4 December 2019

    Pareto Financial Planning has appointed three new paraplanners as it continues to grow and develop its team. Caroline Singh-Bhaker and Lucas Jones join the Manchester-based firm with more than 20 years’ experience each in the financial services industry. Chris Swaby has 10 years’ experience working with a client base of sports professionals – a...

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  • 5 minutes with… Andy Schleider, director, Haven Paraplanning

    28 November 2019

    For this 5 minutes with… Rob Kingsbury talked to Andy Schleider, director and paraplanner at Tunbridge Wells-located Haven Paraplanning Ltd How did you get into paraplanning? I started my career as a financial adviser but from the start it was paraplanning and the more technical side of the role where my best skills lay....

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  • 5 minutes with… Para-Sols’ Jo Campbell

    24 November 2019

    Part of our new series where we fire a number of quick questions at people in the industry, to help provide insight into what they do and offer the market. We spoke to Jo Campbell, director of Operations and paraplanner at Para-Sols.  How did you get into the paraplanning profession? The same as everyone,...

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  • Paraplanner launches platform cost comparison tool

    21 November 2019

    Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which will allow paraplanners to quickly and accurately calculate and compare platform costs for clients.  Lucas says Wrapcompare takes into account the range of provider charges and how these are applied. The calculations are done on a month-on-month basis. The...

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  • What I learned from the soft skills Howwow

    20 November 2019

    Andy Schleider, owner and paraplanner at Haven Paraplanning, reviews the recent Soft Skills Howwow On 12 November 2019 I attended a first of its kind event: an all-day Howwow relating to soft skills, called ‘This Time it’s Personal’. It was designed specifically for paraplanners by paraplanners and throughout the day we were discussing subjects...

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  • Jacqueline Lockie joins international Financial Planning Standards Board committee

    19 November 2019

    The Financial Planning Standards Board Ltd has appointed Jacqueline Lockie, head of financial planning at the Chartered Institute for Securities & Investment, to its Chief Executives Committee.  The Committee is comprised of the chief executives from the seven FPSB affiliates with the largest chartered financial planning professions; United States, Japan, China, Canada, Australia, South...

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