May 2019
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Latest - COMMUNITY

  • TDQ: Test Your Knowledge – Answers

    28 February 2019

    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...

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  • March Issue OUT NOW

    27 February 2019

    In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Click here to view! Our Paraplanner Profile maps the paraplanning career of Grant Callaghan, who was Para-Sols’ first graduate recruit and is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his...

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  • Digital suitability reports included in software beta launch

    19 February 2019

    Advicefront is launching a beta version of the next module of its software aimed at streamlining the advice process, which will include a digitally-enabled suitability report. The software provider is seeking paraplanner beta testers. Advicefront founder and CEO José Supico (pictured) says the firm is looking to help advice firms blend digital with the...

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  • Richard Allum – 3 top tips for outsourced paraplanners in 2019

    15 February 2019

    If you’re running an outsourced paraplanning service, or looking to set up this year, what should you be considering as part of your strategy? We asked Richard Allum, director of The Paraplanners, for 3 top tips. Outsourced paraplanning has come a long way in the 17 years since I started my business. There’s a...

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  • Paraplanner joins Stockport-based family firm

    10 February 2019

    Paraplanner David Kershaw has joined family-owned Prest Financial Planning based in Stockport, Cheshire.   The firm has also taken on Simon Baggott as practice and operations Manager to support its continued growth. David has 20 years’ experience in financial services and as paraplanner will provide research and technical support to Prest financial advisers. During...

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  • Cathi Harrison looks to rock industry with new company – The Art of Finance

    7 February 2019

    Just as Cathi Harrison sought to break the compliance firm mould with the launch of Apricity, she tells Rob Kingsbury about how she is bringing a fresh approach to the way the financial services industry as a whole attracts and develops new talent – starting with paraplanning. Cathi Harrison, managing director of outsourced paraplanning...

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  • Paraplanner views: Transitioning – a better route to retirement?

    6 February 2019

    A recent article flagged the idea of phased retirement as a new and growing trend. We asked paraplanners whether transitioning rather than take a cliff-edge approach was new amongst clients and whether the evidence suggested it was a better route to retirement and what issues should be considered.  In a recent paraplanners survey we...

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  • Cathi Harrison – 3 top compliance tips for paraplanners in 2019

    1 February 2019

    We asked Cathi Harrison, managing director at Para-Sols and Apricity Compliance, to give us her three top tips for paraplanners from a compliance perspective. Cathi says: 1. Get your head around charges disclosure – as best as you can! Mifid II has caused all manner of bother, with very complex requirements that, for the...

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