March 2019


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  • What’s holding paraplanners back?

    24 December 2018

    Michelle Hoskin decries the attitude to paraplanning development she still witnesses amongst seemingly progressive financial advice firms The financial services sector in general (and I am yet to be proved wrong) really still hasn’t got it! This week, I had an email from a really nice guy (a paraplanner) who had attended one of...

  • Paraplanners and technology key to adviser business success

    21 December 2018

    Paraplanners and the introduction of new technologies will ensure the long-term success of advisory firms, says Mark Harman, CEO at cashflow modelling provider i4C It is not news to the profession that the numbers of advisers in the UK is relatively static but that the number of people needing financial advice in the next...

  • TDQ: Test Your Knowledge – Questions

    20 December 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...

  • 50 Not Out – January Issue of Professional Paraplanner OUT NOW

    19 December 2018

    This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters and the team behind the scenes that have worked so hard. Paraplanner profile The paraplanner we profile for this issue is Jade Mountford, chartered paraplanner with Mazars Financial Planning. She scooped the PFS Paraplanner of...

  • What paraplanners think will happen with Brexit

    10 December 2018

    Over two thirds of paraplanners expect Brexit to have a negative impact on the UK, according to research carried out by Professional Paraplanner.  As part of our monthly Parameters survey, we asked a series of questions about Brexit and the impact paraplanners felt it would have on their roles and whether clients were expressing...

  • CII Level 4 Diploma course launched by Blackburn College University Centre

    6 December 2018

    Blackburn College University Centre is running the CII Level 4 Diploma in Regulated Financial Planning, giving North West paraplanners and technical consultants and those aspiring to become financial planners the opportunity for face-to-face taught sessions from an independent Higher Education establishment. The course will run from 8 January 2019 to 1 October 2019, taking...

  • Should paraplanners be responsible for carrying out client fact finds?

    5 December 2018

    Your Questions Answered: In a recent parameters survey the question was posed by one of your peers whether paraplanners should conduct the fact finds rather than advisers, in order to ensure all the relevant information was obtained. Here’s how you responded.     More than a quarter of paraplanners believe they should undertake fact finds...

  • TDQ: Test Your Knowledge – Answers

    29 November 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. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...