JUNE 2020
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TDQ: TEST YOUR KNOWLEDGE – ANSWERS
28 May 2020
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CATEGORIES
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Pet hates of a file reviewer – Part 3
ATEB Consulting’s Steve Bailey continues his series highlighting the pet hates of ATEB consultants when reviewing the files of...
Outsourced paraplanner adds two new services
Outsourced paraplanning firm PLUS Group is expanding the services it offers advice firms with the addition of a cashflow...
PCLS: Not as simple as it looks?
Jessica List, Pension Technical manager, Curtis Banks, considers the often complex rules and conditions applying to the pension commencement...
LATEST PROFILES
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5 May 2020
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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
DEVELOPMENT CATEGORIES
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Extracting profits from a limited company efficiently – case study
The Prudential Technical team provides a useful case study looking at how directors can efficiently extract profits from their...
Financial planning for pensions in divorce
The Prudential Technical Team looks at some of the key points paraplanners need to consider when their firm is helping...
13 benefit crystallisation events – what they are and how they apply
Currently, there are 13 benefit crystallisation events. Jessicca List, pension technical manager at Curtis Banks, gives a brief introduction...
LATEST JOBS
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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
LATEST MAGAZINE EDITIONS
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JUNE 2020
CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020 What you’ll...
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MAY 2020
CLICK HERE TO ACCESS THE ISSUE ONLINE OR AS A PDF HERE: PP_May 2020 Paraplanner profile Tony Slimmings, Managing...
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APRIL 2020
CLICK HERE TO ACCESS THE ISSUE ONLINE OR AS A PDF HERE: Professional Paraplanner April 2020 Paraplanner profile Rob...
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