January 2019


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  • TDQ – Powers of Attorney

    1 November 2018

    The incidence of Powers of Attorney being tested in CII exams AF1 and J02 are high, so make sure you are prepared, says Catriona Standingford of Brand Financial Training Powers of Attorney is tested in CII AF1 (personal tax and trust planning) and CII J02 (Trusts). Within the syllabus for J02 learning outcome 4...

  • Pointers – Dealing with interruptions

    31 October 2018

    How can you deal with the interruptions to your working day, in particular when you need to get your head down and get on with a report? Here are some tips and tricks from your peers. At the recent Paraplanners Powwow, Elsa Ordonez Garcia and Rebecca Tuck facilitated a discussion on time management and,...

  • 4 new committee members appointed to CISI financial planning forum

    28 October 2018

    The Chartered Institute for Securities & Investment (CISI) has appointed four new members to its financial planning forum committee. The new additions to the global organisation are Neil Bailey, director at Fortitude Financial Planning (pictured); Amyr Rocha-Lima, financial planner at Holland Hahn & Wills; James Mallinson, senior manager, partnership development at SJP and David...

  • TDQ: Test Your Knowledge – Questions

    26 October 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...

  • November Issue OUT NOW!!!

    25 October 2018

    In the November issue of Professional Paraplanner, we talk to Rebecca Tuck, CISI Paraplanner of the Year 2018, about why she entered the award and how her role at Magenta Financial Planning has evolved in the past two years (and since she was our cover star in May 2017. CLICK HERE TO READ DIGI...

  • Paraplanner Pointers: Workload management

    24 October 2018

    In Paraplanner Pointers we highlight tips from your paraplanning peers and others that you can use in your working day to speed up processes, become more efficient and generally get things done in a better way. Here we report some of the tips offered at the recent national Powwow in a discussion between paraplanners,...

  • Call to differentiate advisers by commitment to higher standards

    16 October 2018

    The Chartered Body Alliance has called for advisers to be differentiated by their commitment to higher standards. In response to an FCA consultation on a new directory to help consumers check the status and history of advisers, the Chartered Body Alliance has called on the regulator to include details about those who have pledged...

  • Role of paraplanner set to grow, survey finds

    15 October 2018

    Advisers expect the role of a paraplanner to increase in the near future, according to new research from Canada Life. Two in five (39%) advisers would like to see paraplanners take on a more substantial role, while an additional quarter (25%) believe that they should start meeting with clients. The research taken from Canada...