NOVEMBER 2019
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Latest - COMMUNITY

  • Capacity for Loss “nonsense” – Nottingham Seminar

    5 September 2019

    Rory Percival will be addressing what he terms “quite a lot of nonsense talked about Capacity for Loss” at the Nottingham Technical Insight Seminar next week on Wednesday 11 September. This is a session not to be missed for any paraplanner. The popular format of small group workshops allows paraplanners to come away from the...

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  • SimplyBiz opens door to more paraplanner apprentices 

    5 September 2019

    New Model Business Academy (NMBA), the training and development division of The SimplyBiz Group, has seen its second intake to its Paraplanner Apprenticeship Programme. The cohort of 20 apprentices began their 18 month programme on the 1 September and will be following a syllabus consisting of both on-the-job training and classroom-based study. SimplyBiz said it...

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  • Technical and development features you may have missed

    5 September 2019

    In case you missed them over the summer, here are 10 of the most popular technical and development articles we published over the past few weeks.  How top slicing has been changed for ever – and what to do now Taxation of trust income PROD rules and risk tolerance – an overview Property tax –...

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  • Professional Paraplanner Team Leader Seminar 2019

    3 September 2019

    Professional Paraplanner is pleased to announce the launch of dedicated educational seminars for those leading teams of paraplanners. The seminars are aimed at everyone who leads a team, from those managing one or two paraplanners to those controlling large teams, from the experienced through to those who may be new to the role. They...

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  • Rory Percival’s Capacity for Loss workshop – Nottingham

    3 September 2019

    Next week’s Nottingham Technical Insight Seminar features a workshop from ex-Regulator Rory Percival, who tackles the issues around Capacity for Loss. Also on the agenda is Ray Adams, founder of CashCalc, talking about the use of cashflow modelling in the suitability process, Paul Squirrell of FundsNetwork addressing the complexity around the State Pension and...

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  • Paraplanner Head of Technical goes freelance

    2 September 2019

    Caroline Stuart has left her role as Head of Technical at Newark-based DB Wood to pursue a freelance career. Caroline, who is paraplanner Member Director on the PFS Board and member of the PFS Paraplanner Panel, will be undertaking work for Unity Paraplanning, the outsourced paraplanning firm launched by Kat Mock in April this...

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  • CashCalc’s Ray Adams to present at Nottingham Technical Insight Seminar

    2 September 2019

    We’re delighted to announce that Ray Adams, founder of cashflow modelling system CashCalc, will be joining our range of speakers at the Nottingham Technical Insight Seminar on 11 September. Ray will be talking about the use of cashflow modelling in the financial advice suitability process, with useful case study examples. The event takes place...

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  • What a time to be a paraplanner

    29 August 2019

    With the ability to freelance and better control your work/life balance, there has probably never been a better time to be a paraplanner. But going it alone can be daunting. Jonathan Dawson, paraplanning director, 1to1 Paraplanning, looks at the opportunities and how a paraplanning network can help people make that leap from employed to...

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