Professional Paraplanner | Latest

Latest

Brand least important factor in multi-asset fund selection

2 July 2019

Advisers are opting for performance over brand when it comes to choosing a multi-asset fund manager, new research from Seneca Investment Managers has revealed. Nearly three quarters (74%) of advisers cited investment performance as the leading factor, while a well-known brand name was considered the least important factor, with just 37% of the vote....
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Education needed for LGBTQ+ community on IHT rights

1 July 2019

A third of the LGBTQ+ community wrongly believe they would inherit a partner’s estate or become executor, according to a nationwide survey by Farewill. As many as 33% of respondents from the LGBTQ+ community assumed they would have the same rights as married couples if they had been in a relationship (but unmarried) and...
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Gender pension planning gap cause for concern

1 July 2019

Just over a third (34%) of women don’t have a pension plan, compared to just 17% of men, new research from online investment service provider Willis Owen has revealed. The survey of 1,070 UK adults showed of the women without a pension, 41% said they have no intention of starting one, versus 34% of...
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Have US-China G20 trade talks improved global growth prospects?

1 July 2019

Ian Samson, markets research analyst at Fidelity International, considers the effect of the weekend’s G20 trade talks between the US and China on the global economy. The US and China reached a truce at this weekend’s G20 meeting in Osaka. In typical style, President Trump proclaimed that “we’re right back on track”, but the lack...
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MiFID II costs and charges spotlight could see platforms lose business

29 June 2019

Wealth managers and platform providers could start to lose business as the stringent MiFID II requirements turn the spotlight on costs and charges, a new research paper from analysts AKG and financial planning firm Netwealth has revealed. One in three (34%) of advisers expect clients to switch investment solution/ provider in the future and...
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TDQ: Test Your Knowledge – Questions

29 June 2019

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...
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TDQ: Test Your Knowledge – Answers

29 June 2019

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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OUR JULY/AUGUST ISSUE IS LIVE

27 June 2019

Welcome to the AWARDS 2019 issue of Professional Paraplanner 15-pages of Awards coverage, including interviews with the winners of the six Paraplanner Awards and selected winners of the Provider awards. CLICK HERE TO GO TO THE MAGAZINE For our Paraplanner Profile, Rob Kingsbury talked to New Paraplanner of the Year 2019award winner Alana Quinn, who...
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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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