November 2018
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest - COMMUNITY

  • Cathi Harrison launches ‘Going it Alone’ service

    11 September 2018

    Apricity, the compliance service founded by Cathi Harrison, has launched a new service providing hands-on support for those looking to start their own advisory business or move to a directly authorised status. The service ‘Going it Alone’, offers a range of advice, support, guidance, tools and practical help, such as with applying for authorisation, building...

    READ ARTICLE
  • Should paraplanners spend time as administrators?

    6 September 2018

    Over half of paraplanners (54%) believe those working in the profession should spend time working as a financial planning administrator first, according to a survey by Professional Paraplanner. However, just under a quarter (24%) of respondents did not think it was a requirement, while a further 22% answered ‘not necessarily’. Of the majority of...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • 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...

    READ ARTICLE