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  • Team Leader Seminar: Key management take-aways

    23 February 2020

    At the Professional Paraplanner Team Leader Seminar held in London this February, Jackie Boylan, Head of UK Advisor Platform FundsNetwork, spoke from her experience as a manager, and offered some key take-aways for delegates. Included in this were her 13 ‘non-negotiables of leadership.’ Here, we’ve summarise some of the key points from her presentation....

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  • Why firms need to look beyond graduates

    13 February 2020

    In order to increase the number of new joiners, financial planning firms cannot be focussed on graduates, they must embrace those who prefer to take other routes into the profession, says Colin Lawson, founder of Equilibrium. These days, university is often seen as the only route to a good career and high paying job....

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  • F.I.R.E. Could this be a new strategy for a new decade?

    13 February 2020

    Maybe, says Jacqueline Lockie, head of Financial Planning, CISI. First published in the February 2020 issue of Professional Paraplanner In 2019 what is probably best described as a financial movement became more prominent in the USA. It is called Financial Independence, Retire Early (F.I.R.E). We love our anacronyms don’t we. So, what is it...

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  • Paraplanner comment: Joining the PFS panel and setting goals

    10 February 2020

    As well as setting up her firm Unity Paraplanning, in late 2019 Kat Mock joined the PFS Paraplanner Panel. Here, she talks about why and her goals for 2020. This article was first published in the February 2020 issue of Professional Paraplanner. As the newest member of the PFS Paraplanner Panel and a huge...

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  • Join us at our Team Leader, Investment Committee and Technical Insight Seminars

    9 February 2020

    This year Professional Paraplanner is running three series of events around the country – our Team Leader, Investment Committee and Technical Insight Seminars give paraplanners access to experts in their fields and tackle issues and provide insights from the point of view of the paraplanner. These are paraplanner exclusive events.  At Thursday’s Professional Paraplanner Team Leader Seminar held...

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  • 5 minutes with… Rebecca Lucas

    6 February 2020

    This issue Rob Kingsbury spoke to Rebecca Lucas, founder of Lime Oiutsourced Paraplanning, about her decision to take the research work she had on platform comparison and turn it into an App – WrapCompare. What was the catalyst to develop your own software/tool? I was doing annual due diligence for one of my clients...

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  • Two new exclusive paraplanner events series for 2020

    28 January 2020

    Professional Paraplanner is delighted to announce two new events series for 2020, The Investment Committee and the Team Leader Seminars. These events are exclusive to paraplanners and free to attend. The first of the Investment Committee events will take place on 7 April in London. These events are designed to complement the monthly Investment...

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  • TECHNICAL INSIGHT SEMINARS 2020 – OPEN FOR REGISTRATION

    26 January 2020

    We are delighted to announce that registration for our Technical Insight Seminars 2020 is now open. For 2020 Professional Paraplanner is expanding its series of highly successful events, which are designed specifically to meet the needs of paraplanners. The events are open only to paraplanners and are free to attend and CPD accredited. We...

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