May 2019
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  • What winning Paraplanner of the Year has meant for Rebecca Lucas

    11 April 2019

    Rebecca Lucas talks to Professional Paraplanner about her involvement in the paraplanning community and why winning the Paraplanner of the Year award spurred her to help others. Have you entered this year’s Paraplanner awards? There’s still time to get your entry in – the deadline is 23 April 2019. Email robkingsbury@researchinfinance.co.uk for an entry...

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  • Royal London to provide technical support for CISI Financial Planning Mentoring Scheme

    11 April 2019

    Royal London has leant its support to the Chartered Institute for Securities and Investment by offering a technical helpline for its new Financial Planning Mentoring Scheme. The scheme, which began in January and is free to join, is designed to give mentees, who must be members of both the CISI and its Financial Planning...

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  • 5 tips on how to set yourself apart in interviews

    10 April 2019

    Preparing for your interview will ensure you stand out from the competition.  Preparation and being confident about your abilities are key for success, says Alison MacMillan, Reedglobal.com Dress to impress It goes without saying that financial services in general and so the financial advice market, is still very smart and business like in its...

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  • Compulsory reporting will not close the gender pay gap, says law firm

    5 April 2019

    Compulsory gender pay reporting will not eliminate the discrepancy in salaries between men and women, according to law firm Prettys.  Since 2018, companies with 250 or more employees have had to report their gender pay gaps at the end of their financial year. Almost nine in 10 (88.5%) of public sector organisations have shown...

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  • How to stay motivated when working from home

    1 April 2019

    Professional Paraplanner spoke to Kathleen, a paraplanner who works from home, about her top tips for staying motivated away from the office environment.  The number of people choosing to work from home is on the rise, with both employers and employees recognising the benefits of doing so. It is estimated that around 1.5 million...

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  • Act quickly to get further £20 off early-bird price for CISI Paraplanner Conference

    1 April 2019

    The CISI is offering Professional Paraplanner readers a £20 discount on the Paraplanner Conference full package, in addition to the early bird pricing already available. But you will need to sign up quickly as the early bird pricing ends on 5 April. Book here. The programme has been entirely devised by paraplanners, for paraplanners, and...

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  • TDQ: Test Your Knowledge – Answers

    28 March 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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  • TDQ: Test Your Knowledge – Questions

    28 March 2019

    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...

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