MARCH 2020
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Latest - WRAPS / PLATFORMS

  • AKG updates on industry’s capability to weather current storm

    1 April 2020

    Insurers are well positioned to weather the recent turbulence in the financial markets, according to ratings and assessment firm AKG.  The group said the rules and structures imposed by Solvency II and equivalent regimes in offshore jurisdictions would offer greater protection, and said the medium to longer term outlook for the sector was “relatively...

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    26 March 2020

    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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  • TEST YOUR KNOWLEDGE QUESTIONS

    26 March 2020

    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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  • TDQ: Test your knowledge – Answers – March 2020 issue

    27 February 2020

    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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  • TDQ: Test Your Knowledge – Questions March 2020 issue

    27 February 2020

    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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  • Lang cat launches online advised platform due diligence tool

    12 February 2020

    The Lang Cat has launched a platform due diligence service aimed at simplifying the way advisers compare and analyse advised platforms. The new service, Platform Analyser, will combine the Lang Cat’s data (11,500 data points) across a range of 25 advised platforms. The online tool enables quick comparisons as well as full due diligence...

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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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