The site for Paraplanners and Paraplanning in the UK
From the category archives:
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 Zone
A [...]
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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 miss [...]
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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 [...]
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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 [...]
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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 [...]
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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 [...]
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