MARCH 2020
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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...
Key compliance issues you need to be aware of in 2020
With the pace of regulatory changes seemingly set to continue unabated, Steve Bailey, director of ATEB Consulting, lists a...
Two new exclusive paraplanner events series for 2020
Professional Paraplanner is delighted to announce two new events series for 2020, The Investment Committee and the Team Leader...
LATEST PROFILES
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Administrator to partner: Luan Mahoney, Chadney Bulgin
17 March 2020
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Becoming a specialist – Benjamin Fabi, Principled Paraplanning
10 February 2020
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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TEST YOUR KNOWLEDGE – ANSWERS APRIL 2020
26 March 2020
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Don’t miss the deadline for IP2016
As the deadline for Individual Protection 2016 applications approaches, are your clients ready? the Prudential Technical Team look at how...
End of year tax planning: Calculating bond taxation – with case study
In the approach to the end of the tax year, the Prudential Technical Team take us through the calculations...
Prudential CPD compilation – Pensions and divorce
The technical team at Prudential have put together another CPD Compilation, this time on pensions and divorce. They tackle...
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
JOBS FILTER
MOST VIEWED JOBS
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
South
Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
LATEST MAGAZINE EDITIONS
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MARCH 2020
VIEW YOUR MAGAZINE ONLINE HERE OR AS A PDF HERE: PP_March_2020 What you’ll find inside this issue: Paraplanner profile...
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FEBRUARY 2020
VIEW THE MAGAZINE ONLINE HERE OR DOWNLOAD IT AS A PDF HERE: PP FEB 2020 issue IN THIS ISSUE...
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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...
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 Events
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Given the fast-changing situation around COVID-19, we wanted to provide an update regarding the Professional Paraplanner events for 2020. Our top priority is the health and well-being of our delegates, clients and staff, and we are committed to making decisions that align with this priority. Here at Professional Paraplanner we have been closely monitoring...
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Professional Paraplanner Team Leader Seminar – February 2020
Highlights from the Professional Paraplanner Team Leader Seminar - February 2020
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Register today for one of our 2020 events
For 2020 Professional Paraplanner is expanding its series of highly successful events designed specifically to meet the needs of paraplanners.
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2020 Technical Insight Seminars – Registration Open
We are delighted to announce that registration for our Technical Insight Seminars 2020 is now open. For 2020 Professional Paraplanner is expanding its series of highly successful events, which are designed specifically to meet the needs of paraplanners. The events are open only to paraplanners and are free to attend and CPD accredited. We...
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BMO launches Educational Hub and Seminars – November and December 2019 dates announced
BMO Global Asset Management has launched a new initiative – BMO Adviser Edge – an educational hub aimed at helping all those involved in the financial advice process to ensure they are up-to-date and to increase their knowledge and skills.
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Technical Insight Seminar: Reading – 7 workshop line-up confirmed
Paraplanners attending the Professional Paraplanner Technical Insight Seminar in Reading on 23 October 2019 will get access to a line up of 7 speakers running workshops on a variety of topics – including ex-Regulator Rory Percival, who will be speaking about Capacity for Loss and how firms should be assessing this key piece of financial...
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2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW
Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events, we are looking to take the events out to even more paraplanners in 2019. The dates and locations are listed below. Some seminars were oversubscribed this year, so if you’d like to attend a venue...
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Technical Insight Seminar – 5 speaker take-aways
We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what they said. The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join...
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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....
READ ARTICLETechnical 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...
READ ARTICLE