The site for Paraplanners and Paraplanning in the UK
From the monthly archives:
As you may well know, we are running the Paraplanner of the Year Awards in association with the Institute of Financial Planning. Martin and Richard are also speaking as part of the dedicated paraplanning track which is being launched for the first time this year. The Awards will be presented at the Annual Conference and [...]
{ 0 comments }
After much preparation, we are now able to announce the series of dates when TheParaplanner will be visiting a place near you. These events will be based on the ‘at retirement’ theme with most of the speakers and discussions focused around that subject. We have managed to get some top industry speakers and providers to [...]
{ 4 comments }
When are you going to die? I don’t see this on many fact finds and it is a bit of a brutal question but I think that we should all be asking clients and getting their opinion on the matter. I am often putting together investment and retirement planning strategies with a ‘medium’ or ‘long’ [...]
{ 1 comment }
It’s good to see an adviser talking so well about the value paraplanners can bring to a business. Bradbury Hamilton Managing Director Sheriar Bradbury has had an article published in several places and says “contrary to popular belief within the intermediary community that paraplanners are an unnecessary cost, they are actually instrumental to success.” I [...]
{ 0 comments }
Fund Legal Name: Newton Phoenix Multi-Asset FundManager: Phil Collins, BNY Mellon Asset Management
Initial Charge: 4.00%
AMC: 1.50%
Launch Date: 11 April 2003
IMA Sector: Cautious Managed
Performance YTD: -4.72%
Annualised Standard Deviation: 6.34%
Annualised Sharpe Ratio: 0.09
Aim: The fund aims to achieve long-term capital growth in excess of benchmark cash returns from a balanced portfolio diversified across a range [...]
{ 0 comments }
Sometimes what you write down just doesn’t read as you intended!
{ 0 comments }
We published an article earlier this week by Peter Jolly, head of distribution policy at Standard Life, which included some comments about paraplanners which could be taken as not holding our skills in a very high light! This has resulted in quite a lot of activity on the site and we have also received [...]
{ 0 comments }
Yesterday’s article provoked some interesting comments and I have just seen an article published in Australia which describes the role of paraplanners more in line with my personal view. The article is called ‘Paraplanners bolster advice process’ and is published on the Oz version of Money Management which you can read here. Australia is some [...]
{ 4 comments }
Studies suggest that your memories are solidified while you sleep. Your brain does a lot of work during your rest-almost like it is busy filing and making sense of everything you’ve discovered while you were awake. When you’ve learned a new concept or information that you want to retain, consider taking a nap [...]
{ 0 comments }
Citywire published an article today from Peter Jolly, head of distribution policy at Standard Life, which basically says that making the Diploma compulsory for advisers may not be a good thing. An interesting viewpoint but within the article he also says:
‘Getting people to diploma won’t be easy. New recruits will have to get to diploma [...]
{ 7 comments }
