May 2019


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  • Your April 2019 OUT NOW

    27 March 2019

    Your April edition of Professional Paraplanner is now live. Read it HERE! This issue we cover the Paraplanning Report 2019, published by Research in Finance. Our 4-page special looks at areas such as paraplanners’ salaries, qualifications and aspirations and the growing influence of paraplanners in the industry. For our Paraplanner Profile we speak to...

  • 97% of paraplanners expected to study in their own time

    25 March 2019

    In a survey conducted by Professional Paraplanner on whether studying for exams and CPD should be undertaken in or outside of office hours, paraplanners were overwhelmingly in favour of a combined approach.  The results of the survey found 97% of paraplanners are expected to study for qualifications in their own time. In contrast, just...

  • Cathi Harrison asks: What direction for the financial advice market?

    19 March 2019

    Will we see a shift from smaller to large financial advice companies and what may be in the best interests of the client? Cathi Harrison. MD of Apricity Compliance muses on the current trend for growth and consolidation. Recently, an article caught my eye in relation to the Pearson Jones name being replaced by...

  • Nathan Fryer to join Informed Choice

    15 March 2019

    Nathan Fryer, founder of outsourced paraplanner firm Plan Works, is joining Informed Choice. Fryer, who has run paraplanning company Plan Works for more than five years, is winding down the business to become an employee of Informed Choice where he will train to become a Financial Planner. Prior to founding Plan Works in 2014,...

  • Why we need more women to invest

    13 March 2019

    The more serious engagement of women in investment has the power to make material and lasting change happen, argues Georgiana Murariu, senior researcher, Research in Finance. On International Women’s Day organisations around the world showed their support for female empowerment and drew attention to the hardships still faced daily by women globally. We think...

  • Professional Paraplanner Awards 2019 – ENTER & NOMINATE

    12 March 2019

    We are delighted to announce the launch of the Professional Paraplanner Awards 2019.  This is where you can flag those providers who are doing the best job for paraplanners in the market. 1. Give us your views in The Provider Awards. The Professional Paraplanner awards are your opportunity to recognise the firms delivering the...

  • Does experience trump Level 6 qualification in ‘real world’ paraplanning?

    11 March 2019

    Over half of paraplanners say aspiring to chartered status is not necessary, according to a recent Professional Paraplanner para-meters survey. However, 36% believe all paraplanners should seek to become chartered. Asked whether all paraplanners should aspire to chartered status rather than be content with the certificate or diploma, 55% of respondents said paraplanners could be content with a...

  • CISI raises bar with Level 7 qualification

    7 March 2019

    The Chartered Institute for Securities & Investment has launched a new pathway for candidates to gain the global Certified Financial Planner certification.  The new study pathway has been restructured to raise CISIs Diploma in Financial Planning from Level 6 to Level 7 on the National Qualifications Framework, including specialist knowledge. Candidates looking to complete...