Latest - PROTECTION

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  TDQ: Test Your Knowledge – Answers

  20 December 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...

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  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...

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  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...

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  Power of Attorney – steering clear of the traps

  13 December 2018

  Martin Jones, technical consultant at AJ Bell, highlights some of the pitfalls for with clients who are thinking about setting up a Power of Attorney. While the incidence of many diseases has declined in recent years, the prevalence of dementia and Alzheimer’s disease has increased, and indeed figures from the Office of National Statistics...

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  Royal London introduces enhancements to its critical illness cover

  12 December 2018

  Royal London has introduced enhancements to its critical illness cover (CI) for three of the most common areas for claim – cancer, heart conditions and multiple sclerosis. This, the business says, will allow it to pay out in a wider range of circumstances.  The enhanced CI sees the addition of full payments for both...

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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...

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  90% of entitled yet to reclaim Power of Attorney fees

  27 November 2018

  Royal London has said a government scheme to refund large numbers of people who have been overcharged when registering a power of attorney has not worked to its desired effect.  According to figures obtained under a Freedom of Information Act, just 203,000 out of a possible 1.9 million people had claimed by 28 August,...

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  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...

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