May 2019
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Personality of the Year Award – who will you nominate?

    17 April 2019

    We are rapidly approaching the deadline for the Paraplanner Awards – midnight Tuesday 23 April. If you want to be in with a chance of picking up an award at the ceremony on 13 June, you need to get your entry in as quickly as possible. To receive an entry form, email: robkingsbury@researchinfinance.co.uk stating...

    READ ARTICLE
  • New software from O&M tackles compliant DB transfer reporting

    16 April 2019

    O&M Systems has launched a new TVC tool to support advice firms in the defined benefit transfer market. The firm said it has identified three key reports as part of this launch: 1. A client facing report containing the mandatory TVC, which runs to just 8 pages. 2. An adviser/file report, containing all the...

    READ ARTICLE
  • Aegon enhances online service for business protection

    16 April 2019

    Aegon has rolled out a faster, more intuitive online service for its business protection and relevant life products to help save adviser firms time and simplify the application process. It follows on from a similar upgrade to Aegon’s personal protection and whole of life products last year. Aegon said the enhanced service would enable...

    READ ARTICLE
  • SM&CR is a problem looming larger

    16 April 2019

    As the introduction of the Senior Management and Certification Regime (SM&CR) looms closer, a number of advisers still remain a long way from becoming compliant, a new survey has found.  While almost two thirds (62%) of advisers are well on their way to meeting the requirements before the December deadline, nearly a quarter (23%)...

    READ ARTICLE
  • The problem that is Guaranteed Minimum Pensions

    15 April 2019

    Equalisation of benefits for Guaranteed Minimum Pensions is causing problems for pension schemes in terms of benefits and transfer values and requires clarification from DWP, says Fiona Tait, technical director, Intelligent Pensions Guaranteed Minimum Pension (GMP) has been in the ‘too difficult’ box for so long that for many of those reading this article...

    READ ARTICLE
  • Professional Paraplanner awards – sponsor and your entries

    15 April 2019

    Professional Paraplanner is pleased to announce that the sponsor of the Professional Paraplanner Awards 2019 is Parmenion. This year there are 6 Paraplanner awards in which to participate: In-house Paraplanner of the Year Outsourced Paraplanner of the Year New Paraplanner of the Year Paraplanner Team of the Year Administrator of the Year (nominated by...

    READ ARTICLE
  • 7 questions to help to start a revolution

    14 April 2019

    Jacqueline Lockie, head of Financial Planning, CISI, wants paraplanners to help her start a quiet revolution by getting their firms to ask questions from 7 categories in client meetings, to get better answers in order to create better financial plans for clients. I’ve noticed something about the financial advice world, we ask boring questions! Since...

    READ ARTICLE
  • Cathi Harrison: This is a problem the industry needs to fix

    14 April 2019

    The industry’s paraplanner pool is not growing fast enough to meet demand and by focussing only on experienced individuals adviser firms are not helping resolve the problem, says Cathi Harrison, MD, The Verve Group I was recently on a conference practitioner panel at where one of the things we discussed was the need for more...

    READ ARTICLE