October 2018
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Newsletter, Jobs & Event Alerts

Latest - COMMUNITY

  • Rory Percival to talk DB Transfers in Nottingham

    4 September 2018

    Interested in hearing from Rory Percival on DB Transfers? Rory will be running 45 minutes sessions in small groups (6-10) at the Professional Paraplanner Technical Insight Seminar in Nottingham on the 19th September at the Park Plaza. We have limited spaces left – the event qualifies for CPD, and is free to attend for...

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  • Technical Insight Seminars – Key take-aways from 3 of our speakers

    2 September 2018

    As we prepare for the last 6 of our Technical Insight Seminars which we are taking around the country between 12 September and 28 November, here you can hear snippets from three of our speakers. If you’ve not signed up to one of the Seminars as yet there is still time. Check out the list...

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  • Interview: Being a paraplanning manager

    2 September 2018

    In this video, Martin Green, paraplanning manager at Chadney Bulgin, Chartered Financial Planning, talks about his role, what it entails, including being on the investment committee, the challenges and his ambitions both on a personal level and for the team. You can read about the way the Chadney Bulgin paraplanning team manages a hybrid...

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  • TDQ: Test Your Knowledge – QUESTIONS

    29 August 2018

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • September Issue OUT NOW

    29 August 2018

    In your September issue of Professional Paraplanner – CLICK HERE TO VIEW Paraplanner profile Editor Rob Kingsbury spoke to the paraplanning team at Chadney Bulgin, about how they operate both a dedicated and a pooled unit within the business Changing jobs Jenny Madhoo, paraplanner at A2+B Wealth, suggests points paraplanners should consider when moving...

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  • Book review and competition

    27 August 2018

    Mathematics: A curious history By Joel Levy Have you ever wondered about the origins of mathematics and when and where certain hypotheses were first proposed? This book unravels the story of maths from its earliest beginnings with the Egyptians and Babylonians through the work of the Arabian scholars and Galileo to ‘modern day’ geniuses...

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  • Is your firm taking part in Financial Planning Week, 3-10 October?

    23 August 2018

    The Chartered Institute for Securities & Investment (CISI) is encouraging the UK financial planning community to sign up to national Financial Planning Week 3 – 10 October to offer pro-bono guidance for consumers and highlight the life-changing value of financial planning. The annual CISI campaign (#PlanWell2LiveWell) aims to encourage all UK consumers to sign up...

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  • Putting paraplanning on the career choice radar

    21 August 2018

    What needs to be done to create greater awareness of paraplanning as a career choice? Fiona Bond took the results of our recent parameters survey and discussed the issue with paraplanners keen to see the profession grow A lack of awareness around paraplanning has been well documented of late, with the advice industry bemoaning...

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