May 2019
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Latest Development - Paraplanner Pointers

  • 3 top tips for managing a team

    15 April 2019

    We asked Jonny Stubbs, head of Technical Support, Lift-Financial, to give us his three top tips for fellow paraplanners moving into a role where they are managing a team, based on his experiences. He said: 1. Lead, motivate and drive One of the biggest changes moving from a paraplanning role to running a paraplanning team was...

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  • The retirement journey and the value of advice

    3 April 2019

     The retirement journey and the value of advice   Sponsored article  When undertaking DIY at home, some say that the amateur should plan on their project taking twice as much time and three times as much money as the original estimate. The reason? DIYers make mistakes. The FCA has highlighted a similar principle in...

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  • TDQ: Test Your Knowledge – Questions

    3 April 2019

    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

    3 April 2019

    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.

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  • 5 Revision Methods to try out in 2019 – which one best suits you?

    18 February 2019

    How do you find the study method that best suits you? Brand Financial Training takes a look at a selection of the different techniques that are available to help you commit information to memory.   This post was originally published on the Brand Financial Training Blog at <https://brandft.co.uk/5-revision-methods-to-try-out-in-2019-which-one-best-suits-you/> and has been reproduced here with their permission. ...

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  • Why 25 is the magic number

    15 January 2019

    When you’re seriously up against the clock, with coursework deadlines or exams lurking menacingly on the not-too-distant horizon, it’s essential to use every moment of revision time wisely. Brand Financial Training suggests  a technique that can help you to maintain focus. This post was originally published on the Brand Financial Training Blog at and...

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  • Make things simpler with Prudential’s Extracting Company Profits tool

    26 February 2018

    Prudential’s suite of tools and calculators can help generate discussions with clients. One of the most popular one just now is the Extracting Company Profits tool. This tool helps you discuss the different options clients have for extracting profits from their business. You can input a client’s current remuneration structure and highlight how adjusting...

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  • Tips for exam preparation

    16 June 2017

    In this extended Paraplanner Pointers, Neil Clarke paraplanner with Montfort International, who has written exam questions in the past and marked the advanced (AF) exams for the CII, offers some of his tips for candidates when prepping to take their exams. When writing the advanced exam questions, the writers try to make them as...

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