From the category archives:


Powwow! Up North

by Richard Allum on 6 September 2013

Hot on the heels of the main Powwow! happening later this month, the first regional event has been launched today.  It will take place in Leeds on 15 October and you can find out more here.


Paraplanner of the Year 2013

by Richard Allum on 6 August 2013

As you may have seen in Financial Planner Magazine and IFA Online, this year’s Paraplanner of the Year Award will – for the first time – be coordinated by the IFP following the announcement that Martin and I have opted to bow out of front-line Awards coordination to spend more time with the Judging Panel. […]


First ever Paraplanners Powwow announced

by Richard Allum on 20 June 2013

Plans to host a teepee-based powwow event to debate the future of the paraplanning profession will go ahead this September, organisers have announced. Richard Allum confirmed that the Paraplanners Powwow, which is independent of professional bodies, will take place at Upper Aynho Grounds in Northamptonshire on 19 September 2013. Up to 60 participants will be able to sign-up […]


New RDR online course

by Richard Allum on 27 June 2012

Wizard Learning have been supporters of The Paraplanner and in particular Paraplanner of the Year and have launched a new RDR online course which provides support for: Qualifications – exactly what advisers will need in the new world and how long they have to complete their training Gap fill and CPD – the new standards […]

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Paraplanner Masterclasses

by Richard Allum on 13 June 2012

threesixy has announced some more events which are open to all paraplanners and will take place in several locations throughout the UK.  You can find out more and reserve a place here.  


Paraplanner Conference 2012

by Richard Allum on 2 March 2012

The IFP has announced details of this year’s conference taking place on 24 May in Nottingham. Last year’s event was a great success and this year it looks even better with some great speakers lined up. Having said that, the best thing about this event is the chance to meet other paraplanners from all sorts […]


Wizard Learning & RO6 exam

by Richard Allum on 27 September 2011

Wizard Leaning has once again supported the Paraplanner of the Year by providing the technical assessment and two of the prizes.  We are very grateful and would like to help them by letting you know about some new learning material they have just produced . If you are taking the RO6 exam on 3 October then […]


This is a post by Lucy Courtenay, Qualifications Director at Institute of Financial Planning. The professional qualifications which Paraplanners have historically obtained have been the same as those of Financial Planners. Amongst level 6 qualifications, the Chartered Financial Planner qualification provided by the Chartered Insurance Institute (CII) and the much more challenging and more appropriate […]


IFP Surrey Branch – doors open for Paraplanners!

by Richard Allum on 14 June 2011

This is a guest post by Claire Menni –  Awarded Best Paraplanner at FT New Breed Adviser Awards 2010.  If you’ve not been to an IFP meeting before I can definitely recommend it. As the Chair for The Surrey Branch of the Institute of Financial Planning (IFP), I would like all Paraplanners in the area […]


IFP Paraplanner Conference

by Richard Allum on 17 March 2011

The IFP are running the first one day conference for paraplanners on 25 May – you can find out more details here. There is a varied and interesting programme that should suit new and experienced paraplanners and our very own Martin Vaughan is running a session on suitability letters.  One of the benefits of attending […]