May 2019


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  • Survey looks at financial terminology understood by consumers

    26 July 2018

    Financial terminology remains a minefield for many UK adults, with a large number lacking the knowledge and confidence to correctly understand the different meanings, according to research by Reboot Online Digital Marketing Agency.  Of all the financial terms, Reboot Online found ‘savings account’ was the best understood, with 92% of British adults feeling confident...

  • AIG Life’s critical illness, life, and income protection added to UnderwriteMe

    17 July 2018

    AIG Life Limited has added its upgraded critical illness, life, and income protection cover products to UnderwriteMe’s comparison service. The addition of AIG Life means a total of eight UK protection providers are now live on the online service, which enables intermediaries to quote, compare, underwrite and sell with ‘buy now’ prices. The online...

  • July / August Issue OUT NOW

    28 June 2018

    In your bumper edition of Professional Paraplanner this month we have two specials for you: Click here to read The Professional Paraplanner Awards 2018 – We celebrate our second year of awards, recently held at the Grange St. Paul Hotel, London AND a Tax Special. In this 8-page section, we look at inheritance tax...

  • iPipeline expands quoting capability via SolutionBuilder

    25 June 2018

    iPipeline has announced it is further expanding its quoting capability via SolutionBuilder.  In January 2018, it introduced the ability to quote General Insurance products via the system and Paymentshield has since joined the service allowing quotes ofr Buildings and Contents. This capability was initially launched with the Openwork network and has since had a...

  • Funeral market comes under spotlight from CMA and Treasury

    13 June 2018

    The Competition and Markets Authority is set to launch a review into the £2bn funerals market, examining both the cost of funerals and the information provided by funeral directors on prices and services.  The average cost of a funeral totaled nearly £3,800 in 2017, not taking into account extras that can add a further...

  • iPipeline sees take up of Solution Builder protection modelling and sourcing software

    24 May 2018

    Business intelligence provider iPipeline UK said a number of mortgage brokers and estate agents have adopted its protection modelling and sourcing solution, SolutionBuilder, enabling them to offer protection alongside mortgages.  The firm said Knight Frank, Just Mortgages, Alexander Hall, Andrews and John Charcol have introduced SolutionBuilder to their advisers. SolutionBuilder allows advisers to demonstrate...

  • TDQ: Test Your Knowledge (May 2018 issue)

    26 April 2018

    Professional Paraplanner has teamed up with key training and exam support providers to help you in your training, development and qualifications. Here are the answers to this month’s TDQ: Test Your Knowledge questions, published in the May 2018 issue of Professional Paraplanner.   B CII R01 Study Text Chapter 5:2 A CII R02 Study...

  • Limited term protection potentially putting clients at risk

    25 March 2018

    Financial information group Defaqto has reported a decrease in the number of income protection products available, but a rise in ‘limited’ term products, potentially putting customers who buy those at risk in the event of a long-term illness or life-changing injury. The number of income protection products has fallen by 13% in the last...