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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...

  • 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...

  • 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...

  • AIC flags platforms that allow investors to vote

    12 August 2018

    The Association of Investment Companies (AIC) has published a list of platforms which allow investors to vote their investment company shares. In a bid to help shareholders understand exactly what their chosen platform allows, the information highlights whether investors can vote on shares, what they need to do to vote their shares, how far...

  • FCA raises concerns on platform switching and client best interests

    16 July 2018

    The FCA has raised concerns over the difficulty clients face switching investment platforms in it latest market study report.  While the regulator said the platform market appears to be working well in many respects, with customer satisfaction high, it was concerned that consumers who would benefit from switching platform could find it difficult to...

  • 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...

  • June Issue OUT NOW

    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...

  • 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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