The site for Paraplanners and Paraplanning in the UK
From the category archives:
I was fortunate to be able to attend the second meeting in the last quarter of 2008 of the Working Group developing the National Occupational Standards (NOS) for paraplanners at the Financial Services Skills Council (FSSC).The meeting followed on from the original meeting in which we discussed the role of the paraplanner and the typical [...]
{ 0 comments }
This week I had the pleasure of attending the Nottingham Insurance Institute’s Annual Dinner and I would like to thank all those involved for such a well organised and well run evening.
I must admit I was surprised when I received an invitation to attend having never had one before but not being one to miss [...]
{ 1 comment }
I had the pleasure of attending the Financial Services Skills Council (FSSC) recently as part of the working party tasked with developing National Occupational Standards (NOS) for the role of a paraplanner.
Not before time I hear many of you cry. Yes it may be but at least something is now being done and [...]
{ 0 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 }
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 [...]
{ 0 comments }
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 [...]
{ 0 comments }
Some snippets of news you may have missed over the last week
Skandia
Skandia is looking to launch a multi-manager Alternative Investment fund. The fund will include water, infrastructure, precious metals, currency, soft commodities and timber funds, amongst others. Skandia said: ‘Despite recent volatility in markets, investors are looking for something new and innovative to [...]
{ 0 comments }
Snippets from last week’s news you may have missed. With grateful thanks to Financial Adviser, Money Marketing, New Model Adviser and Professional Adviser.
Eclectica
A new fund which aims to invest in global agricultural commodities has been launched by Eclectica Asset Management. The specialist asset manager is offering its CF Eclectica Agricultural Futures fund, which [...]
{ 0 comments }
With discussions over the Retail Distribution Review (RDR) drawing to an initial conclusion, Mike Goldsmith of Wizard Learning considers what it takes to achieve Chartered status with the Personal Finance Society and also briefly assesses a couple of alternatives.
Many of you will be aware of the proposals outlined in the FSA’s RDR discussion paper and [...]
{ 0 comments }
We have just finished the most recent phase of CII exams and as paraplanners exams play a vital role in increasing our technical knowledge whilst demonstrating our technical competence.
It is generally up to us to be the most technically qualified part of the industry and therefore as exams are important for [...]
{ 0 comments }
