Professional Paraplanner

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5 minutes with… Dan Atkinson, chair of the CISI Paraplanner Interest Group

20 January 2020

Dan Atkinson was recently appointed chair of the CISI’s Paraplanner Interest Group. Rob Kingsbury spoke to him about the appointment. RK: Why become chair of the Paraplanner Interest Group? DA: There are various reasons. I’m generally up for doing things to help develop and promote the profession. I have been part of the group...
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Three-year track record: Guinness Emerging Markets Equity Income

20 January 2020

Juliet Schooling Latter, research director, FundCalibre and Chelsea Financial Services, continues her series for Professional Paraplanner looking at funds that are coming up to or have just past three-year anniversary of launch. Here she looks at the Guinness Emerging Markets Equity Income fund. In the past 15 years or so, the global income landscape...
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Technology Quick Wins – adding structured products to Iress Xplan

20 January 2020

Continuing our new series of articles highlighting quick wins when using adviser firm technology, software experts share quick tips and tricks to help make your working day more efficient. Here Iress Community Manager, Sara Row, look at how to get the most out of Xplan, specifically when clients add structured products to their plans. The...
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Eparaplan puts entire team through Paraplanning Standard

19 January 2020

Outsourced paraplanning firm Eparaplan is putting its entire team through the Paraplanning StandardTM. Rob Kingsbury spoke to the firm’s MD Michelle Wilson-Stimson about the decision and the process of undertaking the Standard Eparaplan committed last year to put its entire team through the Paraplanning StandardTM. Two of its technical analysts (paraplanners) having already achieved...
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Treasury response to annual allowance issues seen as ‘sticking plaster’ approach

17 January 2020

A potential increase to the tapered annual allowance threshold, which the Treasury could raise from £110,00 to £150,000, has been met with criticism amongst the financial advice community. Reports have suggested that the Treasury is preparing to increase the threshold to stop NHS doctors being hit with huge tax bills. The latter have been...
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Dynamic Planner CEO outlines 5 key issues for financial planning in 2020

16 January 2020

Suitability, cashflow, sustainability, regulation and technology. Dynamic Planner CEO Ben Goss outlines what he believes will be the most transformative issues affecting financial planning in 2020. 1. Sustainability becomes part of the suitability conversation: Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment...
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Are custody services an alternative to platforms? An interview with Pershing’s Matthew Lonsdale

16 January 2020

Rob Kingsbury spoke with Matthew Lonsdale, Relationship Manager at BNY Mellon’s Pershing, about how using a custodian can be more cost-effective for financial planning firms and wealth managers than using multiple platforms, the rise of digitalisation in financial services and how it can be used to create value in financial planning businesses. RK: How...
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RPI and CPIH changes consultation delayed until March

15 January 2020

Chancellor Sajid Javid has confirmed that the launch of a consultation on the Retail Price Index (RPI) will be pushed back until the March Budget. In a letter to the House of Lords’ Chairman of the Economic Affairs Committee, the Chancellor said that while the launch date had originally been planned for this month,...
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Featured Videos

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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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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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 [email protected] for more info.

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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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