The site for Paraplanners and Paraplanning in the UK
From the monthly archives:
As many of you will have noticed, since the site was launched we have had an occasional article called featured funds.Often a main part of our role as paraplanners is finding suitable funds to recommend to advisers as possible investments for their clients. Many of the research tools available, naturally, only provide data for funds [...]
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I have read a couple of articles in Money Marketing over the last few weeks, the most recent being in this weeks issue which came from research conducted by Owen James saying ‘Paraplanners double business profitability for IFAs’.
When I read this I leapt up and down and shouted with joy as this is what a [...]
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Interesting article in The Telegraph at the weekend which shows that clients holding savings with some banks of foreign origin may not get the full benefit of the UK protection scheme. The article is shown below and you may be surprised to see Icesave, Bank of Ireland, ING and Allied Irish Bank there. All clearly [...]
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On 1 August 2008 we will be launching The Paraplanner of the Year and Rising Star Awards in association with the Institute of Financial Planning. The Awards have been created as a result of the realisation that very little official recognition exists for the paraplanning profession. As well as providing paraplanners with a great opportunity [...]
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In the course of my work I have often come across things which have made me think. It could be the way you have to deal with certain companies or it could be a change in legislation.This week I have done quite a bit of work on asset allocation within portfolios and this has made [...]
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Some snippets of news you may have missed. With grateful thanks to Financial Adviser, Money Marketing, Professional Adviser and New Model Adviser.
ifs to launch ‘practical’ diploma to help advisers through RDR
The ifs School of Finance is to launch a retail distribution review compliant diploma by the end of the year.
The course will focus on practical [...]
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In October last year the BR19 service was pulled for people retiring after 2010. Good news! The Pension Service have announced that people who are due to reach state pension age on or after 6th April 2010 can now get online forecasts by visiting here.
As I am sure you know, the State Pension age is [...]
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One of the most popular sectors in recent years has been commodities and this fund from JPM has been used by many paraplanners and advisers, Fund Legal Name: JPM Natural Resources Fund
Manager: JP Morgan Asset Management
Initial Charge: 4.25%
AMC: 1.5%
Launch Date: 01 June 1965
IMA Sector: UT Specialist
Aim: The JPM Natural Resources Fund invests primarily [...]
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Now it’s time to say thanks to our sponsors who help us pay the bills over here and keep the site running. Please make sure that you click through and see what they have to offer.
Legal & General – our new main front page sponsor as part of their new distribution funds campaign.
The [...]
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In this article, Phil Billingham of Perception Support considers the relationship a client has with an advisory form and the role paraplanners play.
In this article we are going to look at the core of a Professional Services company – the relationship with it’s clients.
And the first thing to look at is – What [...]
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