May 2019
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  • TDQ: Test Your Knowledge – Answers

    25 April 2019

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • TDQ: Test Your Knowledge – Questions

    25 April 2019

    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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  • May 2019 Issue Out Now

    24 April 2019

    In your May issue of Professional Paraplanner – Click here to read  Kat Mock talks to Rob Kingsbury about starting up her new outsourced business, Unity Paraplanning, and the challenges and practicalities involved Dan Atkinson, head of Technical at EQ Investors, looks at recent academic research from the Centre for Ageing Better and how...

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  • Personality of the Year Award – who will you nominate?

    17 April 2019

    We are rapidly approaching the deadline for the Paraplanner Awards – midnight Tuesday 23 April. If you want to be in with a chance of picking up an award at the ceremony on 13 June, you need to get your entry in as quickly as possible. To receive an entry form, email: robkingsbury@researchinfinance.co.uk stating...

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  • Professional Paraplanner awards – sponsor and your entries

    15 April 2019

    Professional Paraplanner is pleased to announce that the sponsor of the Professional Paraplanner Awards 2019 is Parmenion. This year there are 6 Paraplanner awards in which to participate: In-house Paraplanner of the Year Outsourced Paraplanner of the Year New Paraplanner of the Year Paraplanner Team of the Year Administrator of the Year (nominated by...

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  • 7 questions to help to start a revolution

    14 April 2019

    Jacqueline Lockie, head of Financial Planning, CISI, wants paraplanners to help her start a quiet revolution by getting their firms to ask questions from 7 categories in client meetings, to get better answers in order to create better financial plans for clients. I’ve noticed something about the financial advice world, we ask boring questions! Since...

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  • Cathi Harrison: This is a problem the industry needs to fix

    14 April 2019

    The industry’s paraplanner pool is not growing fast enough to meet demand and by focussing only on experienced individuals adviser firms are not helping resolve the problem, says Cathi Harrison, MD, The Verve Group I was recently on a conference practitioner panel at where one of the things we discussed was the need for more...

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  • The Brooks Macdonald National Academy is back for 2019

    11 April 2019

    The Brooks Macdonald National Academy is back for 2019. Their influential panel of speakers will be focusing on one of the biggest challenges facing the wealth management industry right now: wealth transfer and acquiring millennial clients. Hosted at the historic Merchant Taylor’s Hall in London, the session will provide insights for advisers and paraplanners...

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