NOVEMBER 2019
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Latest - WRAPS / PLATFORMS

  • Platform survey shows increased switching and lower levels of satisfaction

    3 March 2019

    The latest platform service review by financial information business Defaqto showed a quarter of advisers had changed platform in the last 12 months, while the average satisfaction score among advisers declined. In response to the survey 25% of advisers said they had changed their preferred platform in the last 12 months, a significant jump...

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  • March Issue OUT NOW

    27 February 2019

    In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Click here to view! Our Paraplanner Profile maps the paraplanning career of Grant Callaghan, who was Para-Sols’ first graduate recruit and is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his...

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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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  • What will 2019 hold for the financial advice industry?

    18 December 2018

    Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry. Advisers won’t need a crystal ball to know that 2019 is likely to start in a more challenging place for them and for their clients than 2018 did, but the advice industry earns...

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  • MiFID II – Aggregated costs and charges

    17 December 2018

    Steve Bailey, director at compliance consultancy ATEB, provides guidance on how to deal with the new requirements for reporting aggregated costs and charges necessary under MiFID II.   MiFID II came into effect on 3 January 2018 and placed several new and enhanced requirements on firms. One of the key areas of change was the requirement for firms to...

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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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  • Call for greater transparency around platform charges

    27 September 2018

    AJ Bell has called for greater transparency around platform charges in its response to the FCA’s Platform Market Study interim report.   As the deadline for platforms to respond to the FCA closes, the firm said it would like to see further disclosure of platform charges, regulatory guidance on bulk platform transfers, a lift...

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  • New Transfer Tracking service to ‘do away’ with chasing progress by phone

    13 August 2018

    Origo has launched a Transfer Tracking service to monitor the progress of pension, GIA and ISA transfers, when being moved between providers and platforms. This, the Fintech company says, will enable advisers, paraplanners and administrators to see the exact progress of clients’ transfers online, “doing away” with the need for chase-up phone calls. The...

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