SEPTEMBER 2019
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Latest - COMMUNITY

  • Our September Issue is Live

    28 August 2019

    Welcome to September 2019 issue of Professional Paraplanner. We kick off the autumn with a new dedicated section. View your copy of the magazine here IN THIS ISSUE Paraplanner profile This issue we talk to Samantha Gratton, senior paraplanner at Old Mill, about how recent structural changes at the firm have improved her role...

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  • TDQ: Test Your Knowledge – Answers

    28 August 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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  • The industry message must be: You are not alone

    26 August 2019

    The pressures and demands of financial planning can take their toll (sometimes in the extreme ). One way to combat that is to instil a level of professionalism, trust and technical support across the industry, says Michelle Hoskin, managing director of Standards International.  Globally, the professional financial services sector has undergone radical change over the past...

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  • Technical Insight Seminar SPEAKER – Edward Bateman, FE Analytics

    18 August 2019

    This September to November we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Edward Bateman and his colleagues from FE will be presenting on ways to better and more efficiently use FE analytics at selected...

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  • Technical Insight Seminar SPEAKER – Paul Squirrell, FundsNetwork

    11 August 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Paul Squirrell and his colleagues from FundsNetwork will be presenting on pension regulation and tax at the events. The...

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  • Attitude Financial Services launches LGBTQ-friendly advice proposition

    5 August 2019

    Attitude Financial Services has launched a new advice proposition which aims to provide the LGBTQ community with financial advice. Darren Styles owner of British gay lifestyle magazine Attitude has partnered with managing director Dawn Gale and financial planner and director Ian Meekins from financial advisory firm Blueprint South West to create the firm. Attitude...

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  • Technical Insight Seminars – Scotland

    3 August 2019

    In September we will be running back-to-back Technical Insight Seminars in Scotland. The first of the Scottish events takes place in Glasgow on Wed 18 September, immediately followed by the seminar in Edinburgh on Thurs 19 September. The seminars are paraplanner-only events and free for paraplanners to attend. The seminars will cover areas such...

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  • Hear from Rory Percival at this autumn’s Technical Insight Seminars

    31 July 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We will be joined once again at selected venues by ex-regulator Rory Percival. Hear what Rory will be talking about in his session.  The seminars...

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