by Richard Allum on 2 March 2012
The IFP has announced details of this year’s conference taking place on 24 May in Nottingham. Last year’s event was a great success and this year it looks even better with some great speakers lined up.
Having said that, the best thing about this event is the chance to meet other paraplanners from all sorts of backgrounds, share experiences and make lasting contacts. I’m going and it would be good to see and meet as many of you as possible.
If you are going please add a comment below and we can say hello. Full details are available here.
by Richard Allum on 26 February 2012
Over the weekend we moved the site to a new, faster server in advance of some new features. Unfortunately we ‘lost’ some of the users who joined the forum during February and also all forum posts this month too. Sorry about that. If you try to log in and can’t please sign up again and then follow these instructions.
by Richard Allum on 16 January 2012
Wizard Learning has been very helpful to this site over the years and has just published a new presentation on this subject. With the RDR implementation date less than 12 months it is well worth watching and can be found here to make sure you are aware of the professionalism and gap fill requirements that advisers need to have in place by 1 January 2013.
The presentation covers all these professionalism and gap fill requirements:
- Appropriate and transitional qualifications
- Accreditation and accredited bodies
- Identifying knowledge gaps and gap filling
- Statement of Professional Standing (SPS)
- CPD requirements
- CPD and gap fill solutions
by Martin Vaughan on 15 November 2011
| We’re pleased to announce that Paraplanner Census is back this month so please take part - your feedback is invaluable and we always put it to good use!
All you have to do is spare 15 minutes before midnight on Wednesday 23rd November - and we’ll enter you into our prize draw with a chance to win a luxury Christmas Feast Hamper, a Kindle with Wi-Fi or a £100 M&S voucher. [click to continue…] |
by Martin Vaughan on 6 November 2011
The role of the paraplanner is gaining increasing prominence with a number of industry publications including sections for paraplanners.
Professional Adviser recently published a really interesting article under the heading ‘how paraplanners can make a difference in volatile markets’ which included comment from both an adviser and his paraplanner. It provided some interesting insights into how they work together and how the adviser has used paraplanners to his advantage.
You can read the whole article here
Many thanks to Professional Adviser for allowing us to republish the article.
by Martin Vaughan on 31 October 2011
A big thank you to all those who took a couple of minutes to complete the first 2-minute survey a month ago. The results were interesting if not surprising showing that paraplanners still spend the majority of their time writing reports and undertaking research.
Risk profiling is an area which is getting increasing attention and in the second 2-minute survey there are a few very quick questions about risk profiling; it would great if as many paraplanners as possible could take a couple of minutes just to answer a few very simple questions.
For those that have not taken part already the link is below
https://www.surveymonkey.com/s/ParaplanningRiskProfiling
If you know of any other paraplanners who may not have seen this, please feel free to send the link onto them also.
If you didn’t manage to complete the first survey (that takes only 30 seconds!) you can still do so by clicking the link below.
https://www.surveymonkey.com/s/739MC9X
Thanks for your help
by Martin Vaughan on 26 October 2011
The Paraplanner.com has been working with NMG now for over 2 years and together we have been conducting the most comprehensive survey of paraplanners and paraplanning in the UK.
The survey is now conducted twice a year and comprehensively looks at the individuals who are paraplanning, their demographics, their role and the influence they have within their practices.
The most recent survey was conducted in May 2011 and the results of that survey can be found here.
A big thank you to all those who took part; for those who have not yet been involved, it would be great to have you on board and for you to take part in the next survey which will be at the end of this month.
If you are not already involved please register your interest by forwarding your details to martin@theparaplanner.com.
by Martin Vaughan on 15 October 2011
In one of the earlier posts I said that one of the highlights of this year’s conference was Nick Murray who gave an enlightening and entertaining key note speech about investing and in particular Behavioural Finance.
The content of his presentation was summed up extremely well by Andy Jervis of Chesterton House in a news letter he sent to all his clients. Andy’s newsletter summed up Nick’s presentnation far better than I could have done and also shows a practitioner’s view.
The newsletter is reproduced below (a big Thank You to Andy, Richard and all the team at Chesterton House for allowing us to reprint this here).
Andy is a leading Bacharach practitioner and you can find out more about him and his practice here.
[click to continue…]
by Martin Vaughan on 10 October 2011
Over the past year there have been a number of new initiatives for paraplanners which is excellent. The role is becoming more established and is proving popular for individuals coming into the industry as well as those looking for a long term career.
To get an appreciation of this Paragon Paraplanning is launching a series of 2-minute surveys. They are very simple with very few questions, which will literally take two minutes to complete.
It would be great if you could take part. It would also be brilliant if you could tell others who you think would like to take part.
Just click here and answer a few simple questions; it will take 2-minutes!
Thank you
by Martin Vaughan on 7 October 2011
The IFP continued with their theme of promoting the role of the paraplanner at this year’s recent conference held at Celtic Manor near Newport in Wales.
The conference had the usual format of ‘track’ sessions where you could select from a number of different sessions depending upon your interest along with Key Note speeches, the Gala Dinner and a number of Panel Sessions.
For a paraplanner the conference was particularly interesting as the committee had tried to include sessions which would be appropriate to their role. [click to continue…]
