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  • Helping stressed parents through the school shutdown

    22 March 2020

    As paraplanning parents potentially not only have to work from home but also cope with enforced school closures, we asked mental health expert, therapist and parent coach, Alicia Drummond for tips on managing home life with teenagers in these unusual times. At this very worrying time, parents may be feeling anxious about schools and...

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  • Advisers want more promotion of financial advice as a career choice

    19 March 2020

    The overwhelming majority of advisers responding to a survey from Openwork, said more should be done to promote the benefits of a career in financial advice. More than eight out of 10 (84%) said they believe providers need to work more closely with schools, colleges and universities to promote the sector, while 79% said...

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  • Verve group launches first conference and awards

    11 March 2020

    The Verve Group, the umbrella company that incorporates Para-Sols, Apricity, The Grad Scheme and The Art of Finance, is launching its first conference and dedicated awards. The conference, the first in what is expected to be an annual event, will take place on 3 June 2020, 12.00-18.30, at the Banking hall, Cornhill, London, EC3V...

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  • Paraplanner recognised as outstanding exam candidate

    9 March 2020

    Senior paraplanner Kimberley Tyson has been awarded the Simon Wheatley Shield and won a cash prize for being an outstanding candidate while achieving Chartered Financial Planner and gaining Fellowship of the Personal Finance Society. Tyson, 27, who works for Telford Mann Pensions & Investments, based in Kettering, received the shield and £250 from the Chartered Insurance Institute...

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  • Professional Paraplanner Awards 2020 – ENTER & NOMINATE

    8 March 2020

    2020 AWARDS – ENTER & NOMINATE TODAY we announce the launch of the Professional Paraplanner Awards 2020.  Tell us which providers are doing the best job for paraplanners? Your nominations determine the winners of the awards. And enter and/or nominate for one of our six Paraplanner and Administrator awards. Closing date for entries and...

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  • Let’s not get complacent on gender equality, says Companies House CEO

    8 March 2020

    Louise Smyth, chief executive of Companies House, explains why a commitment to gender equality needs to come from the top The UK has seen great progress in terms of gender equality at work. Women now hold one in three board positions at Britain’s biggest companies[i]. Furthermore, the gender pay gap fell between 2018 and...

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  • Report from the Professional Paraplanner Team Leader Seminar

    2 March 2020

    Professional Paraplanner’s first Team Leader Seminar took place on 6 February 2020. Here we pick out some of the highlights of the day and from the peer-to-peer discussions The Seminar was held under Chatham House rules allowing reporting of what was said but not who said it. This article was first published in the...

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  • YOUR MARCH 2020 MAGAZINE IS LIVE

    26 February 2020

    VIEW YOUR MAGAZINE ONLINE HERE OR AS A PDF HERE: PP_March_2020 What you’ll find  inside this issue: Paraplanner profile Luan Mahoney tells Rob Kingsbury how she progressed her career from mortgage administrator to head of operations and a partner with Chadney Bulgin SPECIAL REPORT Insights from the recent Professional Paraplanner Team Leader Seminar TAX...

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