November 2018


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Newsletter, Jobs & Event Alerts


  • Is your firm taking part in Financial Planning Week, 3-10 October?

    23 August 2018

    The Chartered Institute for Securities & Investment (CISI) is encouraging the UK financial planning community to sign up to national Financial Planning Week 3 – 10 October to offer pro-bono guidance for consumers and highlight the life-changing value of financial planning. The annual CISI campaign (#PlanWell2LiveWell) aims to encourage all UK consumers to sign up...

  • Putting paraplanning on the career choice radar

    21 August 2018

    What needs to be done to create greater awareness of paraplanning as a career choice? Fiona Bond took the results of our recent parameters survey and discussed the issue with paraplanners keen to see the profession grow A lack of awareness around paraplanning has been well documented of late, with the advice industry bemoaning...

  • PFS launches Paraplanner Pathway video

    16 August 2018

    The PFS Paraplanner Panel has launched a video describing the pathway to becoming a paraplanner as part of its initiative to bring new recruits into the profession. It covers areas such as: • Why should you choose paraplanning? • What does a career in paraplanning look like? • Where could this take me in...

  • Does Lagom have a place in financial planning?

    9 August 2018

    When you create a financial plan for a client, try and remember this Swedish phrase, says Jacqueline Lockie CFPTMChartered FCSI, head of Financial Planning, Chartered Institute for Securities & Investment. I have been reading more about how to get more balance in my life.  Long hours and lots of travelling being away from home...

  • Call out for our Nottingham Technical Insight Seminar

    6 August 2018

    If you’ve not signed up to our Technical Insight Seminar in Nottingham on 19 Sept this is your chance to do so. The event is free for paraplanners to attend and with 5 essential sessions lined up for you, it will be a half day very well spent. In addition, full attendance provides 3.75...

  • TDQ: Test your Knowledge Answers

    2 August 2018

    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. Here are the answers to this month’s TDQ: Test Your Knowledge questions which we posed yesterday, provided by Brand Financial Training....

  • TDQ: Test your knowledge – QUESTIONS

    1 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...

  • 5 good business and leisure reads recommended by paraplanners

    31 July 2018

    In our last Parameters survey we asked paraplanners to name the business and non-business book they would recommend to their peers to read over the summer. There were some interesting responses – it seems that paraplanners are voracious readers with eclectic tastes. We also asked you how you tend to read books – electronic,...