From the monthly archives:

April 2008

New Paraplanners

by Richard Allum on 29 April 2008

In response to the fantastic feedback we have had from everyone who has visited the site we have been reminded that not everyone has been in financial services as long as us!The site has been designed to be used by ALL paraplanners and those aspiring to the role, whatever their knowledge or experience. For this […]


In the spotlight!

by Richard Allum on 29 April 2008

Each week we will be interviewing a paraplanner to gain an insight into his or her career, working day and top tips for the rest of us.  Our first interviewee is Norma Haynes from Lucas Fettes & Partners.  If you would like to feature in this section in the coming weeks and provide useful information […]


Back office systems

by Richard Allum on 29 April 2008

Anyone who knows me will tell you that I like IT and so I have taken a keen interest in the development of ‘back office, and CRM systems for advisers.    The March 2008 edition of Money Management has a 5-page feature by Geordie Clarke on adviser back office systems entitled “CRM of the crop” (you […]


SIPPcentre takes Protected Rights next month

by Richard Allum on 23 April 2008

One of my favourite SIPP providers is SIPPcentre and they have today announced that they will accept Protected Rights transfers from 12 May.  They have produced a briefing document which you can download here.  As the DWP still only permits Protected Rights within a SIPP to be held in cash until October, the funds will […]


Top tips for new Paraplanners

by Richard Allum on 18 April 2008

Elaine commented on the launch of our New Paraplanners post and following my reply has very kindly sent us details of some of the resources which helped her when she was starting out. 1. One of the best tools I ever used was a website called It provides financial calculators (have a look yourself […]


Final Salary Transfer Values

by Richard Allum on 17 April 2008

I don’t know about you but I have seen quite a few TVAS calculations so far this year with only a small minority producing critical yields within the range I would deem to be worthy of consideration for a transfer.  A lot of this has to do with the way in which transfer values are […]


ARCH cru Investment Portfolio

by admin on 15 April 2008

Fund Legal Name: CF Arch cru Investment Portfolio Manager: Arch Financial Products Initial Charge: 6% AMC: 1.3% Launch Date: 07 May 2005 IMA Sector: Cautious Managed Aim: CF Arch Cru Investment Portfolio is a multi-asset open-ended investment company that targets consistent returns with a significant focus on risk management. The Fund invests in both public […]


Welcome to The Paraplanner

by Richard Allum on 10 April 2008

The Paraplanner is now live and we would like to welcome you if this is your first visit. There is lots of information here already and lots will be added in the coming weeks. Please feel free to have a good look around by using the menus above. The following pages may be a good […]


Article in New Model Adviser

by Richard Allum on 7 April 2008

Daniel Grote of New Model Adviser has written an article about the launch of the site which you can read below or on the NMA site by clicking here. Nottingham-based paraplanner Martin Vaughan has launched a new website targeting members of the profession in a move he claims could see the emergence of a network […]


What makes an economy grow?

by Richard Allum on 2 April 2008

Are we in recession or growth.  What can turn an economy from recession to growth?  Big questions indeed.  Philip Brewer is one of my favourite bloggers on financial issues from the US and he has written a good article on this which can be found here.