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  • Technical Insight Seminar Speaker – Brian Radbone, Transact

    22 September 2019

    From now to the end of November we are taking the Technical Insight Seminars to more venues around the country, including new venues of Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Brian Radbone and his colleagues from Transact will be presenting at selected events on effective use of pensions in...

  • Paraplanner Report reveals paraplanner influence has grown significantly in past 5 years

    19 September 2019

    Research into the paraplanner role has revealed a significant growth in influence of paraplanners in financial planning firms over the past 5 years. The Rise of the Paraplanner Report 2019, published by Research in Finance, in association with FundsNetwork, is the latest in a series of in-depth studies conducted over the past 5 years, which has tracked key metrics including paraplanners’ influence and responsibility within adviser...

  • Art of Finance opens Northern cohort paraplanner courses

    18 September 2019

    The Art of Finance has opened registration for the January Northern cohort of the Paraplanner and Compliance courses. Initially launched in London, the Art of Paraplanning course starts on 23 January 2020. It last 20 months and is designed to take someone with little or no financial services experience through to a fully qualified,...

  • Suitability report workshop in Edinburgh

    17 September 2019

    There’s still tim to attend this year’s Technical Insight Seminar in Edinburgh. Paraplanners will hear first hand from Jo Campbell, director of operations and quality at Para-Sols, about how the firm has developed its suitability report writing over the years to be highly efficient, meeting deadlines while maintaining a high standard and quality of work.   ...

  • Final reminder: Glasgow & Edinburgh Technical Insight Seminars

    16 September 2019

    Paraplanners attending theTechnical Insight seminars in Glasgow (Wed 18 September) and Edinburgh (Thurs 19 September) can expect a great line-up of speakers covering a range of topics including: Suitability report writing Cashflow modelling Pension regulation and tax Regulation and compliance Due diligence on SIPP and SSAS Behavioural investing Centralised investment propositions Generating income for...

  • Last chance to register for Glasgow and Edinburgh seminars

    15 September 2019

    This week we take the Technical Insight seminars to Glasgow on Wed 18 September, immediately followed by a seminar in Edinburgh on Thurs 19 September. REGISTER TO ATTEND HERE The seminars are paraplanner-only events and free for paraplanners to attend. The seminars will cover areas such as suitability report writing, pension regulation and tax, regulation...

  • University of Lincoln’s ‘Best Finance Student’ joins East Midlands financial services group

    12 September 2019

    University of Lincoln graduate Emma Raine has joined financial services and wealth management firm The RU Group at its Nottingham HQ as a full time client servicing administrator. Emma (pictured), who graduated from the International Business School at the University of Lincoln with a First Class Honours Degree in Business and Finance and the accolade of...

  • Paraplanners Howwow goes soft (skills)

    11 September 2019

    This year’s National Howwow is to focus purely on the soft skills needed by paraplanners to do their job. Richard Allum, organiser of the Powwows, says: “Every year, in preparation for our annual National Paraplanners Powwow, we run a topic survey. Nearly every year we’re asked for something on emotional intelligence and soft skills....