March 2019


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Latest Development - Paraplanner Pointers

  • Making time 

    8 December 2016

    Jenny Ryan, paraplanner with Baigrie Davis, says one of the issues that she has to contend with in a busy office is time management, particularly when it comes to working on ways to improve process efficiencies or to work on projects – things outside of the scope of the day-to-day work stream.  Jenny says:...

  • Pointers: Creating Suitability Reports for DB transfers

    24 October 2016

    In our third pointers article on DB pension transfers, we report on the discussion at the recent Powwow on how paraplanners construct Suitability Reports for these pensions transfers. In the discussion lead by Benjamin Fabi, paraplanner with Jones Sheridan Financial Consulting, paraplanners said that on average their suitability reports for DB transfers were 30 to...

  • Pointers when paraplanning DB transfers

    17 October 2016

    At the recent Paraplanner Powwow, Benjamin Fabi, paraplanner with Jones-Sheridan, ran a workshop on DB pensions transfers, providing several top tips for paraplanners who find themselves having to deal with these requests. We’ve broken down the workshop into three articles covering key areas of the process, which we will be running on the website...

  • Dealing with insistent clients

    3 October 2016

    Dealing with insistent clients is a moral and practical issue for adviser firms. CATS Mel Holman offered advice on dealing with them. Speaking at the recent Paraplanner Powwow, Mel Holman, director of compliance company CATS offered some pointers on a practical and complaint process when dealing with clients who insist that they want to...

  • The revamped Office for National Statistics (ONS) website

    14 September 2016

    Government websites have never been renowned for being cutting edge but one site that used to be dire is now worth a revisit, according to Richard Allum, director of The Paraplanners. He recommends paraplanners take a look at the revamped Office for National Statistics (ONS) website. Richard points to the fact that not only...

  • Paraplanner pointers: Excel tip from EQ Investor’s Dan Atkinson

    5 September 2016

    Shortcut for paging between sheets in a xls document Shortcuts can be so simple but an absolute boon, especially when there are a lot of similar or repetitive actions to be undertaken. Quite often though, you come across them purely by chance. This shortcut, flagged by Dan Atkinson, senior technical consultant at EQ Investors,...

  • Data mining

    3 August 2016

    The data visualisation session at the recent CISI conference got Dan Atkinson, senior technical consultant at EQ Investors thinking about how paraplanners could better use their firm’s data resources Some of us are more conscious than others about the quantity and quality of data that is collected about us. I collect points on my...

  • The Pomodoro Technique – focus on the task in hand and improve personal productivity

    15 July 2016

    Rob Kingsbury looks at the Pomodoro Technique as a way to focus on the task in hand and improve personal productivity. We flagged the use of Microsoft OneNote as one of the top tips paraplanners had suggested for getting the most out of their working day. Another top tip for when the work load...