The site for Paraplanners and Paraplanning in the UK
From the monthly archives:
During the On the Road events I mentioned that one of my objectives was to raise the profile of paraplanners and for people generally, both within the industry and without, to know what a paraplanner is and what a paraplanner can do.We discussed this on various occasions and it was suggested that my challenge should [...]
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We’ve now completed the first series of On The Road events and they can only be described as a great success!Events were held in Birmingham, Watford, Nottingham, Edinburgh, Southampton, Bristol, Manchester and London. At each of the events the delegates heard from a number of speakers and also had the opportunity to get [...]
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This is an article I wrote for New Model Adviser last week.
As the role of the paraplanner becomes more and more understood, and as IFA businesses develop and change, one of the challenges facing the modern IFA business particularly in this time of RDR and Treating Customers Fairly, is to ensure they are [...]
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I recently had the privilege of sharing a stage at the IFP conference with Marlene Shalton and the theme of her excellent presentation was whether a Paraplanner was an expense or an investment. The simple answer to this question would be, any employee not used to their full capacity could be seen as [...]
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In case you have not seen the Awards site, here is some more information about the two winners:
Paraplanner of the Year
Rebecca Kowalski from Milne Craig in Scotland.
I am 41 and am married with 3 children.
I started my career in insurance/ financial services at 18 in Bristol. I worked for Sun Life HO for 4 years [...]
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It’s been a very busy month for us with the IFP Conference, Paraplanner of the Year and On the Road workshops. There has also been a little bit of activity in the markets and economy which have taken up some time. We are aware that there has been little activity in terms of updates during [...]
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I have written several articles for New Model Adviser recently about the benefits of paraplanners and here is the first one.
As if any further evidence were needed, the events of the last few weeks will have highlighted to many Financial Planners and Advisers the benefits of having a qualified, experienced and technical individual, [...]
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