The site for Paraplanners and Paraplanning in the UK
From the monthly archives:
As you know T Bailey have been sponsoring a competition over the past few weeks. The competition has had a fantastic response; to everyone who entered thank you.
When T Bailey started their sponsorship they very kindly offered the services of their Chief Investment Officer, Jason Britton to answer any questions that anyone wished to put [...]
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A ‘Peter Taylor’ seems to think so having added the following comment at the end of the IFA Online profile of Cathi Harrison:
Paraplanning:for those who can’t open doors. the future will be full of ‘Chartered planners’or back office advisers who have the time to study, whilst we develop and get to know clients to provide [...]
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The Professional Adviser Awards took place last night and I was kept up to date with events by Dennis Hall via Twitter (thanks Dennis). I have a slight reservation with this type of awards ceremony mainly due to the fact that the winners are declared based on a vote. It could be said that this [...]
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Day 2 of this informative and well received conference is today. I was not able to make it but, due to the wonders of the internet (and Twitter in particular), was able to follow the event throughout yesterday and have written a review together with a list of the main points, tips and links which [...]
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As most of you will be aware, it’s always been important to us to try and provide some additional information or an added insight for paraplanners in order to help us all to be as knowledgeable and efficient in our work as possible.
To help with this T Bailey, who have been a supporter of this [...]
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We are doing very well today – our league is 15th overall!!! Above some very big fund managers and Stockbrokers. And the CSA. Take from that what you will.
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Citwire reports that pilot paraplanning examinations will be held by the Institute of Financial Planning (IFP) in the coming months as the professional body prepares to roll out the country’s first level four-based qualification for paraplanners.
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So 2010 has arrived and a jolly cold start to the year it is too! However I’m sure this won’t continue for long.
Firstly, Happy New Year to all our readers! We sincerely hope that you all get everything you wish for during the coming 12 months. Richard and I have been working hard over the [...]
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