July/Aug 2019
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Investing in Women Code launched
18 July 2019
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Cash flow modelling – the issues with assumptions
The assumptions advice firms make when using cashflow models, particularly in planning DB transfers, are widely variable, warns ATEB Consulting’s...
9 Ways to Increase Your Chances of Passing Your CII Written Exam
What does the CII expect and what will give you the best chance of gaining marks? This article from Brand...
First Paraplanner attains new Paraplanner Standard certification
Reece Edwards, paraplanner at Hampshire Hill Group, has become the first paraplanner to attain The Paraplanner Standard™ certification. Launched...
LATEST PROFILES
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4 July 2019
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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15 July 2019
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The offshore bond ‘biscuit tin’ solution
15 July 2019
DEVELOPMENT CATEGORIES
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Are Doctors in the NHS pension scheme misdiagnosing their pension?
The press is having a minor epidemic of commentary about doctors retiring early to avoid Lifetime Allowance (LTA) and/or...
TDQ: Case study – inheriting pension death benefits
When could inheriting pension death benefits be better planned? The Prudential technical team present a scenario
Test your pension death benefits planning knowledge
How could inheriting pension death benefits be better planned? The Prudential Technical Team present a scenario, learning outcome and test question....
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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
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Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience
South, South West England, Wales
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Full or Part Time Paraplanner – Edinburgh
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South, South East England, South West England
LATEST MAGAZINE EDITIONS
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July/Aug 2019
Welcome to the AWARDS 2019 issue of Professional Paraplanner 15-pages of Awards coverage including interviews with the winners of...
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June 2019
In the June 2019 issue of Professional Paraplanner: Paraplanner Profile Scott Daniels, director of the PLUS Group, has grown...
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May 2019
In your May issue of Professional Paraplanner: Kat Mock talks to Rob Kingsbury about starting up her new outsourced...
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 Development - Paraplanner Pointers
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9 Ways to Increase Your Chances of Passing Your CII Written Exam
16 June 2019
What does the CII expect and what will give you the best chance of gaining marks? This article from Brand Financial Training helps with with exam technique and marking for 2019, particularly in Advanced Diploma Level Exams, AF1, AF2, AF4, AF5, AF7, Diploma Level Exams, R06.
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TDQ: AF1, R03 and private landlord taxation
10 June 2019
Catriona Standingford, MD of Brand Financial Training examines the personal tax issues for private landlords, a topic that is most likely to arise within the CII’s AF1 and R03 exams
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TDQ: Test Your Knowledge – Answers
3 June 2019
Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed yesterday, provided by Brand Financial Training.
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TDQ: Test Your Knowledge – Questions
3 June 2019
This series aims to provide you with valuable advice and guidance materials to help you achieve your training goals, perfect your exam techniques and test your knowledge of the financial services market.
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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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