Professional Paraplanner | Latest

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Ensuring ongoing reviews deliver value for money

8 September 2019

With value for money a key focus of the FCA’s yet to be completed reviews of RDR and FAMR, Steve Bailey, director of compliance firm ATEB Consulting, considers best practice for advice firms. Following a review of its client bank, Standard Life’s restricted advice business, 1825, announced that it would be ‘dropping’ 750 clients...
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How this paraplanner helped BlackRock design a fund range

8 September 2019

In summer last year Martin Green, paraplanning manager and CFP at Chadney Bulgin, was asked by BlackRock to help in the design of a range of new funds for the global asset manager. Editor Rob Kingsbury spoke to Martin and BlackRock about the collaboration. In May 2019 BlackRock launched the MyMap fund range, a...
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Premier and Miton merger seen as ‘a very good fit’

8 September 2019

Premier Asset Management is set to merge with Miton Group in an all-share deal. The new combined firm, which will manage £11.5 billion of assets, will offer investors a wider product range, greater scale and diversified revenues. It will be headed up by Premier chief executive Mike O’Shea. Ryan Hughes, head of active portfolios at...
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Calling Paraplanners in Glasgow

8 September 2019

Paraplanners in Glasgow will hear from a range of speakers at this year’s Technical Insight Seminars in the city. We are delighted to have been able to extend our programme of venues to include Glasgow and look forward to meeting paraplanners from the city and surrounding areas at the Hilton Glasgow for a range...
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Capacity for Loss “nonsense” – Nottingham Seminar

5 September 2019

Rory Percival will be addressing what he terms “quite a lot of nonsense talked about Capacity for Loss” at the Nottingham Technical Insight Seminar next week on Wednesday 11 September. This is a session not to be missed for any paraplanner. The popular format of small group workshops allows paraplanners to come away from the...
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News in Brief: Intelliflo, Canada Life, BlackRock & Dynamic Planner, Amundi

5 September 2019

Intelliflo receives FCA registration to facilitate growth of Open Banking Intelliflo has been authorised by the FCA for registration as an account information service provider (AISP) under PSR 2017. AISP status ensures that Intelliflo can continue to aggregate information from client’s bank accounts This capability, available via Intelligent Office’s Personal Finance Portal (PFP), enables...
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SimplyBiz opens door to more paraplanner apprentices

5 September 2019

New Model Business Academy (NMBA), the training and development division of The SimplyBiz Group, has seen its second intake to its Paraplanner Apprenticeship Programme. The cohort of 20 apprentices began their 18 month programme on the 1 September and will be following a syllabus consisting of both on-the-job training and classroom-based study. SimplyBiz said it...
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Business risks to advice firms have increased in past five years

5 September 2019

The overall risks to adviser businesses have increased in the past five years, according to new research from Canada Life, which saw almost three quarters of advisers [71%] agree with the statement, and compliance risks top the list of issues for firms. The 10 biggest risks facing advice firms at present were cited as: 1....
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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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