Professional Paraplanner

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TDQ: TEST YOUR KNOWLEDGE – ANSWERS

28 May 2020

As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...
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Savers underestimate retirement income needs by £100k

28 May 2020

Savers are underestimating the amount they will need to retire comfortably by £100,000 new research has shown. In a survey of 2,000 people carried out by financial advisory group Foster Denovo, 64% of respondents believe they will have enough to retire on with an average amount of £125,700. However, previous research by consumer group...
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TEST YOUR KNOWLEDGE QUESTIONS

28 May 2020

For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training goals,...
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Fraudsters prey on heightened anxieties

28 May 2020

Victims of financial scams since the Covid-19 pandemic could now number in the millions, as fraudsters prey on people’s heightened anxiety caused by the current crisis. Figures published by Canada Life found 10% people in the UK had fallen victim to a scam, or knew someone else who had, during the Covid-19 outbreak, equating...
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YOUR JUNE 2020 MAGAZINE IS LIVE

27 May 2020

CLICK HERE TO ACCESS THE ISSUE OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020 What you’ll find inside: Paraplanner profile Katherine Harvey, client services director, Russell Gibson had a novel means of winning her role at interview, particularly as it didn’t exist at the time, she tells Rob Kingsbury Locked down Dan...
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Advance by Embark goes live on Origo Integration Hub

27 May 2020

Advance by Embark has gone live on the Origo Integration Hub, which now has 22 companies able to exchange data through one central system with any other company on the Hub. Integrations currently available via the Origo Integration Hub include valuations, bulk valuations, transfer tracking (for platforms/providers), account opening, remuneration and bulk transaction history,...
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Royal London to sell Ascentric to M&G

27 May 2020

Royal London has announced the sale of its platform business, Ascentric, to M&G, subject to regulatory approval. The sale of the wrap and wealth management platform follows the completion of Ascentric’s re-platforming in 2019 and the conclusion of a comprehensive strategic review led by Royal London chief executive, Barry O’Dwyer. Ascentric has assets under...
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Fidelity manager warns on narrowing market performance

26 May 2020

With equity market performance now at its narrowest since the 2008 Financial Crisis, Stuart Rumble, multi asset investment director, Fidelity International, discusses what this means for investors. Equity market performance is now at its narrowest since the 2008 Financial Crisis, with the rally riding on a dwindling number of large-cap growth stocks. Over the...
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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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