SEPTEMBER 2019
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Latest - COMMUNITY

  • Join us at one of our autumn Technical Insight Seminars

    30 July 2019

    This autumn we will be taking the Technical Insight Seminars to paraplanners from Bristol to Scotland. New venues we will be visiting from September to November are: Glasgow 18/9, Leeds 2/10 and Reading 23/10. The seminars are paraplanner-only events and free for to attend. This year’s seminars are covering areas such as Capacity for...

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  • Art of Finance opens intakes for October paraplanning and compliance courses

    22 July 2019

    Cathi Harrison’s Art of Finance, a training solution for firms looking to upskill members of their team who want to further develop their career in financial services, has opened for enrolment in its autumn paraplanning and compliance courses. Art of Finance courses offer professional training for firms wanting to develop staff with succession planning...

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  • Investing in Women Code launched

    18 July 2019

    The Investing in Women Code, a new government-backed initiative to propel female-led business has been launched. Major banks and venture capital firms have signalled their support, including Royal Bank of Scotland, Barclays, Lloyds Banking Group, Santander, TSB, Metro Bank, the Co-operative Bank and Bank of Ireland UK have today all signed up to the...

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  • IW Capital launches Women’s Entrepreneurship Index

    18 July 2019

    IW Capital has got behind the government’s latest scheme to support female entrepreneurship with the launch of its own Women’s Entrepreneurship Index.  Plans to increase the number of British female entrepreneurs by 50% have taken a leap forward with a host of major banks and venture capital firms all pledging their support to the...

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  • Growing interest in financial advice as a career

    16 July 2019

    One in four employees is considering new opportunities in the advice sector, highlighting growing interest in financial advice as a career, according to research by Openwork.  A nationwide study found one in 10 would definitely consider retraining as an adviser, while a further 15% said they would consider a career switch into the advice...

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  • First Paraplanner attains new Paraplanner Standard certification

    9 July 2019

    Reece Edwards, paraplanner at Hampshire Hill Group, has become the first paraplanner to attain The Paraplanner Standard™ certification. Launched on 1 May 2018, The Paraplanner Standard™ was devised by Standards International, the accreditation body for the ISO and BS standards in financial advice in the UK, in conjunction with a Paraplanner Standard Committee of...

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  • SimplyBiz looks to boost adviser and paraplanner numbers

    9 July 2019

    SimplyBiz is ramping up efforts to bring new advisers and paraplanners to the industry, via its New Model Business Academy, after receiving additional funding from the Education and Skills Funding Agency (EFSA). The academy, a not-for-profit training division of The SimplyBiz Group, said the funding will enable it to extend its apprenticeship programme. The...

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  • Viewpoint: Working together

    2 July 2019

    Sometimes we need to step back from the job we do and take in the bigger picture, says Dan Atkinson, head of Technical, EQ Investors. (First published in the July/August issue of Professional Paraplanner) What is the purpose of paraplanners in a business? We do lots of things, but why are we part of...

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