DECEMBER 2019
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New Diploma in Paraplanning launched
The London Institute of Banking & Finance has launched a new Level 4 qualification in paraplanning, developed in consultation...
What does SM&CR mean for paraplanners?
The Senior Managers and Certified Persons legislation comes in on 1 December but to what extent does it apply...
Paraplanner launches platform cost comparison tool
Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which will allow paraplanners to...
LATEST PROFILES
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6 January 2020
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Research focus: Interview with Zahid Bilgrami, CEO, Defaqto
2 December 2019
MOST VIEWED PROFILES
Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...
Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan...
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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Prudential CPD compilation – Pensions and divorce
7 January 2020
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TDQ: Capital Gains Tax and Private Residences
16 December 2019
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Using small pots when you’ve run out of lifetime allowance
Prudential technical manager Jacqueline Clezy uses a case study with three options to illustrate use of small pots and...
Long term care planning and the protection of capital – who pays, where and why
When planning for long term care, clients need to handle their capital carefully, says Tony Miles, technical director, My...
Long term care planning and the handling of income
Following on from his article looking at the protection of capital when long term care planning, Tony Miles, technical...
LATEST JOBS
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South
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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
South
LATEST MAGAZINE EDITIONS
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DECEMBER 2019
VIEW THE MAGAZINE HERE Where are they now? For this issue’s Paraplanner Profile Rob Kingsbury revisited three of our...
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NOVEMBER 2019
VIEW THE MAGAZINE HERE Paraplanner profile Rob Kingsbury talked to Siân Davies Cole, head of paraplanning at Aspirations, about...
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OCTOBER 2019
OCTOBER 2019 VIEW THE MAGAZINE HERE IN THIS ISSUE Paraplanner Profile Rob Kingsbury talks to Ashley Wiltshire, owner of...
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...