January 2019
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Dan Atkinson – 3 top tips for paraplanners in 2019
21 January 2019
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CATEGORIES
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2019 Technical Insight Seminars – 15 UK Venues Announced – Register Now
Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...
Suitability reports – making them more accessible for clients
At our Bristol Technical Insight Seminar, Rebecca Tuck, paraplanner with Magenta Financial Planning, presented on suitability reports, sharing some...
Paraplanner Pointers: Workload management
In Paraplanner Pointers we highlight tips from your paraplanning peers and others that you can use in your working...
LATEST PROFILES
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30 October 2018
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Blake Ellis – Cashflow is King
30 October 2018
MOST VIEWED PROFILES
Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan...
Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...
Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning...
LATEST DEVELOPMENT
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Supporting you in 2018 – Prudential’s 2018 End-Year Report
15 January 2019
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15 January 2019
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Rules of gifting by an Attorney or a Deputy – and the exceptions to them
Being an attorney or a deputy is a responsible position, they look after someone else’s finances and manage their...
When you’re seriously up against the clock, with coursework deadlines or exams lurking menacingly on the not-too-distant horizon, it’s...
Death benefits within annuities and the tax payable
The Prudential technical team look at the death benefits that can be provided if a member purchases an annuity contract, and...
LATEST JOBS
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London (Central)
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Experienced Paraplanner – West Yorkshire
Yorkshire
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Paraplanner – Home Based – £35k-£45k
East Midlands Region, South East England, South West England, West Midlands
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Senior Paraplanner – Edinburgh – Relocation Package Offered
East Midlands Region, East of England, Europe, Leeds, London (Central), North East England, North West England, Scotland, South, South East England, South West England, Wales, West Midlands
LATEST MAGAZINE EDITIONS
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January 2019
This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters...
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December 2018
Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning...
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November 2018
In the November issue of Professional Paraplanner, we talk to Rebecca Tuck, CISI Paraplanner of the Year 2018, about...
LATEST EVENTS
PAST EVENTS
Technical Insight Seminar – June 2015
Professional Paraplanner launched its first Technical Insight Seminar on 9 June 2015 at the Grange St Paul’s Hotel, London....
Technical Insight seminars return – Register now
They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding...
Latest - WRAPS / PLATFORMS
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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...
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3 June 2018
For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...
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FinTech Scotland appoints David Ferguson CEO of Nucleus as first chair
23 May 2018
FinTech Scotland has appointed David Ferguson, Nucleus founder and chief executive, as the first chair of its board. The appointment was confirmed this week at the joint Scottish Government and Financial Services Advisory Board (FiSAB) meeting chaired by the First Minister, Nicola Sturgeon and Chair of Scottish Financial Enterprise and CYBG, Jim Pettigrew. Ferguson was...
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Standard Life unveils development plans for Wrap and Elevate platforms
14 May 2018
Standard Life has unveiled new development plans for its Wrap and Elevate platforms, which it says are designed to strengthen and improve the support and end-to-end experience the platforms offer advisers and their clients. Standard Life said the Wrap platform will continue to focus its enhancements on the tailoring and presentation of holistic financial...
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SIPP/SSAS provider Talbot and Muir adds online functionality
23 April 2018
SIPP and SSAS specialist Talbot and Muir has unveiled a suite of website upgrades to provide advisers with better functionality. These include improved online applications, including expanded data entry and validation; additional data feeds from fund managers; video guides to assist with online applications; updated technical content; improved navigation and additional due diligence information...
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Standard Life Wrap awarded A rating by AKG
16 April 2018
Standard Life has been awarded the first A rating for the financial strength of its Wrap platform by ratings and consultancy group AKG. The rating was based on a detailed assessment of publically available information as well as face-to-face meetings and additional confidential market material. In addition to rating its financial strength, AKG also...
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5 minutes with… Glen Sweet, Transact
11 April 2018
Glen Sweet, head of sales, Transact will be presenting at selected Technical Insight Seminars this year, focussing on choice and use of platforms and in particular, determining long term suitability of the various platform choices, for the benefit of the client. Here we asked him to describe the support Transact provides to paraplanners. Platform...
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AIC launches platform comparison tool
4 April 2018
The Association of Investment Companies (AIC) has launched a new tool on its website, allowing users to research and compare platforms. Based on research by platform consultancy the lang cat, the new tool will enable users to research the availability of investment companies on platforms, as well as the costs of holding and transacting...
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