DECEMBER 2019
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Latest - COMMUNITY

  • Dan Atkinson appointed Chair of CISI Paraplanner Interest Group

    14 January 2020

    Dan Atkinson, has been appointed as chair of the CISI Paraplanner Interest Group, taking over the role from Farida Hassanali who held the position since the Group was established in early 2016. The Group is run by volunteers and organises events over the year, with its practitioner committee playing a key role in the...

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  • 5 minutes on… the new LIBF Level 4 Diploma in Paraplanning

    13 January 2020

    This week the London Institute of Banking and Finance launched its level 4 Diploma in Paraplanning (DipPP). Rob Kingsbury spoke to John Somerville, Relationship Director – Corporate & Professional Learning, LIBF, about the new qualification and how it works. RK: What is the new qualification and how does it help paraplanners? JS: The Diploma...

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  • New Diploma in Paraplanning launched

    13 January 2020

    The London Institute of Banking & Finance has launched a new Level 4 qualification in paraplanning, developed in consultation with the industry. Mark Heaton, managing director of Corporate & Professional Learning at The London Institute of Banking & Finance (pictured), said LIBF had launched the qualification in recognition that “the skills and knowledge being demanded...

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  • 5 minutes with… Lucy Talbot, PFS Paraplanner of the Year

    9 January 2020

    Lucy Talbot has worked for the same firm, HB&O Financial Services in Royal Leamington Spa, for over 10 years, first as an administrator and now as paraplanner. In November 2019 she was named the Personal Finance Society Paraplanner of the Year. Rob Kingsbury spoke to her about her career and winning the award. RK:...

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  • 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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