Professional Paraplanner

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Investing in Women Code launched

18 July 2019

The Investing in Women Code, a new government-backed initiative to propel female-led business has been launched. Major banks and venture capital firms have signalled their support, including Royal Bank of Scotland, Barclays, Lloyds Banking Group, Santander, TSB, Metro Bank, the Co-operative Bank and Bank of Ireland UK have today all signed up to the...
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Retirees increasingly willing to take on greater investment risk

18 July 2019

Retirees are bucking the trend for more conservative investment strategies in favour of greater risk-taking, amid a perfect storm of later retirement and reduced later life provisions, new research has shown. According to investment specialist Seneca Investment Managers, around half of advisers (47%) with retired clients are happy to have up to 30% of...
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IW Capital launches Women’s Entrepreneurship Index

18 July 2019

IW Capital has got behind the government’s latest scheme to support female entrepreneurship with the launch of its own Women’s Entrepreneurship Index. Plans to increase the number of British female entrepreneurs by 50% have taken a leap forward with a host of major banks and venture capital firms all pledging their support to the...
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Should a Pension Transfer Specialist be CF30?

17 July 2019

ATEB’s Steve Bailey says the compliance consultant’s team recently pondered the question ‘Does a Pension Transfer Specialist (PTS) need to be a CF30?’ and came to a view. Requirement for a PTS COBS 19.1.1A states: “A firm must ensure that advice on pension transfers, pension conversions and pension opt-outs is given or checked by...
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MiFID II biggest headache for advice firms – while biggest opportunity is…

17 July 2019

The majority of advisers continue to find MiFID II requirements a challenge, a new poll by Intelliflo has found. At Intelliflo’s recent ‘Change the Game’ conferences in London and Manchester, 129 delegates were asked which regulations were giving their firm the biggest headache. Two thirds (66%) cited MiFID as the most challenging legislation, while...
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10 reasons why your client might find it difficult to get equity release

17 July 2019

Equity release provider more 2 life has published a guide to help advice firms understand equity release lending criteria and so help manage client expectations. more 2 life said analysis of its cases suggest that there are some signs that advisers should look out for when speaking to potential clients as it may...
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Growing interest in financial advice as a career

16 July 2019

One in four employees is considering new opportunities in the advice sector, highlighting growing interest in financial advice as a career, according to research by Openwork. A nationwide study found one in 10 would definitely consider retraining as an adviser, while a further 15% said they would consider a career switch into the advice...
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Paraplanners need to dig deep into ethical funds

16 July 2019

Paraplanners need to dig deep under the bonnet of ethical funds to ensure the investments they are selecting truly meet their clients ethical preferences. Consumer interest in ESG and responsible investing has seen a wave of communications from investment companies and companies in general professing their ESG credentials. But there have been warnings around...
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Featured Videos

Partner Content

The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. Capital at risk.
Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience

South, South West England, Wales

Salary is Dependent on experience

Magenta is an award-winning financial planning firm based in Bridgend, South Wales, and we are looking for another experienced Paraplanner to join our team – to deliver Planning with Passion to our clients.

Visit the jobs section for more information.
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 Rory Percival had to say about his very popular session.

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 over 700 of your fellow paraplanners who have registered to attend, Email info@researchinfinance.co.uk for more info.

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In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

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In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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