The site for Paraplanners and Paraplanning in the UK
From the category archives:
Just a year ago, you would be forgiven for thinking that Social Networking websites were just for kids, but all of sudden the business world is using them as a powerful new tool for networking, marketing and sharing best practice. And yes, even the financial advice industry is getting on board too – because according [...]
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Here at The Paraplanner we have been involved with the IFP in developing the new qualification for paraplanners. The syllabus has been published today and you can read it here. We would really like to know your thoughts so that we can pass these on. It would also be good to know what title you [...]
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The IFP Conference starts on Monday and for the second year will have a dedicated paraplanner track including a session from Martin Vaughan. The Paraplanner of the Year winner will also be announced on the Tuesday morning and we are looking forward to meeting Svenja. If you are going to be at the conference please [...]
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This is a guest post from Cathi Harrison of Para-Sols Outsourced Paraplanning which was originally published in Citywire New Model Adviser, Issue no: 176, 17/08/2009. Cathi started her freelance paraplanning business in the North fairly recently and we are pleased to welcome her as a contributor to The Paraplanner. Put Younger People in the Target [...]
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I was lucky enough to be able to attend the Morningstar Investment Conference this year and it again confirmed my opinion that this is for me one of the most worthwhile conferences of the year.For those that don’t know the conference is two days of intensive presentations discussion and debate by some very high profile [...]
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A short while ago here at Brand Financial Training, we had a telephone call from somebody studying for CF2 Investment and risk. They were querying at what stage higher rate tax becomes payable and revealed a fundamental misunderstanding of how income tax is calculated. We did of course explain the topic to them, and helped [...]
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When you’ve been in Financial Services for more than 5 years you will have heard the phrase ‘it’s time in the market not timing the market’ and this is usually followed by ‘if you missed the best 10 days….’This particular statistic has always fascinated me (probably something to do with being a paraplanner), I’d always [...]
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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 [...]
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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 [...]
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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 I [...]
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