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  • Financial planners publish Covid-19 money guides through CISI

    4 May 2020

    Certified Financial Planners professionals have produced a series of money guides for the consumer, published by the CISI (Chartered Institute for Securities & Investment). The CISI said the guides, which contain tips from CISI’s CFPTM membership on managing finances during the current crisis, “have been produced to help all consumers, including those who are...

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  • Your May issue – out now

    29 April 2020

    CLICK HERE TO ACCESS THE ISSUE ONLINE OR AS A PDF HERE: PP_May 2020 In this issue of the magazine: Paraplanner profile Tony Slimmings, Managing Director, Paraplanning Hub talks to Rob Kingsbury about establishing his paraplanning businesses and why he thinks the days of the freelance outsourced paraplanner are numbered Viewpoint Rebecca Kowalski, paraplanner...

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  • Last chance to enter and nominate for the 2020 awards

    28 April 2020

    The closing date for the Professional Paraplanner Awards 2020 is Thursday  30 April. There are six awards to enter. If you want to enter and have not yet received an entry form please email [email protected] saying which form you require. For the Paraplanner awards you need to write a short 500-word essay on a chosen...

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  • Why paraplanners leave their jobs

    26 April 2020

    Can you guess one of the biggest reasons paraplanners want to leave their job? It’s an important point and firms need to take action on it, says Lewis Byford, director of Antony George Recruitment. This article was first published in the April 2020 issue of professional Paraplanner. As a Recruitment business we specialise in...

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  • Paraplanner Awards close on 30 April

    24 April 2020

    The closing date for the Professional Paraplanner Awards is this coming Thursday – 30 April. There are six awards to enter. If you want to enter and have not yet received an entry form please email [email protected] saying which form you require. The Paraplanner Awards are: The Paraplanner of the Year Award The award is open...

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  • Crisis management is about viewing the bigger picture – Martin Green 

    20 April 2020

    Continuing our Team Leadership in the current crisis interview, Martin Green, paraplanning manager, Chadney Bulgin tells Rob Kingsbury how the firm has been tackling the lock down, given it was an entirely office-based operation, setting realistic productivity targets, keeping up morale and the unfortunate need to furlough staff Chadney Bulgin was running a traditional...

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  • Managing a team through the crisis – Jonny Stubbs

    16 April 2020

    Continuing our interviews with team leaders about running their operations in the current crisis, how they are dealing with issues of isolation, motivation and morale and the potential effect of the current situation on their businesses and the industry, we talk here with Jonny Stubbs, head of Technical Support, Lift-Financial. The purchase of 20...

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  • Team challenges in the current crisis – Aram Kupelian

    15 April 2020

    Over the next few days we are publishing interviews with team leaders about running their operations in the current crisis, how they are dealing with issues of isolation, motivation and morale and the potential effect of the current situation on their businesses and the industry. We begin with a discussion with Aram Kupelian, paraplanning...

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