Professional Paraplanner | Latest

Latest

FCA says equity release advice ‘not up to scratch’

18 June 2020

The Financial Conduct Authority (FCA) has warned that equity release advisers are offering advice that is “not up to scratch.” In its latest review published today, the regulator said that while equity release worked well for many consumers, it had found three “significant areas of concern” which could pose potential harm to consumers. The...
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Martin Currie pulling FAANGS on ‘variety of threats’

18 June 2020

Legg Mason affiliate Martin Currie has shunned all FAANG stocks apart from Amazon after investors drove up prices during the Covid-19 pandemic. According to Zehrid Osmani, who heads up the Legg Mason IF Martin Currie US Unconstrained Fund, four of the famous five face a “variety of threats” which could hinder their share prices...
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WINNERS OF THE PARAPLANNER AWARDS 2020

18 June 2020

Professional Paraplanner is delighted to announce the winners of the Paraplanner Awards 2020. This year our Paraplanner Awards not only received the highest number of entries ever but also were the most highly competitive to date – reflecting the incredible talent in this profession. The quality of submissions was matched by the very high...
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Occupational pensions increasingly important to retirement income

17 June 2020

Occupational pensions now make up 30% of retirees’ income, compared to 24% a decade ago, according to research from Equiniti. Analysis from the administration firm showed that occupational pension income has risen 38% from £121 a week in 2008/09 to £167 a week in 2018/19. On average, it accounts for 30p in every...
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Vulnerable client resource launched by support company

17 June 2020

SimplyBiz has rolled out a suite of online resources to help its member firms understand how to work with vulnerable clients. The hub, which is available to all SimplyBiz’s advisers and brokers, focuses on three different components; training and awareness; guidance and documentation; and solutions. In addition, member firms will be able to access...
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Prudential’s Les Cameron thanks paraplanners

17 June 2020

Prudential’s Les Cameron has recorded a message for the paraplanner s who nominate the assurer as the winner of the Best Technical Support to Paraplanners award. Les and the team at Prudential write regularly for professional Paraplanner, focussing on technical issues that they believe paraplanners will find useful in the day-to-day roles and to...
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Provider Awards – Winners and Highly Commended 2020

17 June 2020

Professional Paraplanner is pleased to announce the winners of the Professional Paraplanner Provider Awards 2020. For these awards we ask our paraplanner readers to nominate the company they feel has given them the best overall service or has the best product or solution in each of the categories. Paraplanners can nominate one company per...
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Our next Investment Committee Webinar: A heavy world

16 June 2020

Professional Paraplanner invites you to join our next Investment Committee webinar, presented by Fidelity, examining how Covid-19 is changing investment, the new economic order and considers three long-term investment calls are for the future. Date and time: Jun 24, 2020 10:30am. Duration: 25 minutes REGISTER HERE Webinar topic: As the profound economic and...
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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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