March 2019


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  • December Issue OUT NOW

    28 November 2018

    Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning manager, and Codie Smith, paraplanner, at Cooper Parry Wealth about how they work as ‘paraplanners’ since the firm restructured We also asked Dan Atkinson to provide insight into how his role has changed in his...

  • Outsourced paraplanner profile: Aleksandra Sasin, Navigatus

    11 November 2018

    Aleksandra Sasin, founder & chief paraplanner, Navigatus stood up at the CISI paraplanner conference earlier this year and told how paraplanning had changed her life, not once but three times. Here, Fiona Bond describes Aleksandra’s journey Like many of her fellow paraplanners, Aleksandra Sasin, founder of Navigatus, fell into paraplanning by chance, but says the...

  • Pointers: Two tips for improving your working day efficiency

    5 November 2018

    Here are two tips suggested by paraplanners to help improve productivity in a working day. 1. Email efficiency: set up rules in your email system Dealing with emails can take up a disproportionate amount of time that could be used more productively elsewhere. One way to improve email handling paraplanners suggest is to colour...

  • Great line-ups for our Bristol and Newcastle Technical Insight Seminars

    2 November 2018

    This month we are looking forward to meeting many more paraplanners at our Bristol and Newcastle Technical Insight Seminars. Bristol takes place at the Aztec Hotel and Spa on Wednesday 7 November. Newcastle is being held at The Copthorne Hotel, on 28 November. Anyone looking for a last minute space – use this link...

  • TDQ – Powers of Attorney

    1 November 2018

    The incidence of Powers of Attorney being tested in CII exams AF1 and J02 are high, so make sure you are prepared, says Catriona Standingford of Brand Financial Training Powers of Attorney is tested in CII AF1 (personal tax and trust planning) and CII J02 (Trusts). Within the syllabus for J02 learning outcome 4...

  • Pointers – Dealing with interruptions

    31 October 2018

    How can you deal with the interruptions to your working day, in particular when you need to get your head down and get on with a report? Here are some tips and tricks from your peers. At the recent Paraplanners Powwow, Elsa Ordonez Garcia and Rebecca Tuck facilitated a discussion on time management and,...

  • 4 new committee members appointed to CISI financial planning forum

    28 October 2018

    The Chartered Institute for Securities & Investment (CISI) has appointed four new members to its financial planning forum committee. The new additions to the global organisation are Neil Bailey, director at Fortitude Financial Planning (pictured); Amyr Rocha-Lima, financial planner at Holland Hahn & Wills; James Mallinson, senior manager, partnership development at SJP and David...

  • TDQ: Test Your Knowledge – Questions

    26 October 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...