by Martin Vaughan on 13 February 2010
Many of you kindly took part in the Paraplanner Census which we organised last November in conjunction with NMG.
The latest round of the survey is now open and it would be great to get even more people involved. There are some fantastic prizes on offer just for entering including a spa break and a Nintendo DS!
by Martin Vaughan on 10 January 2010
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 [...]
by Martin Vaughan on 7 January 2010
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 [...]
by Martin Vaughan on 23 April 2009
Probably the most important 10 minutes this year.
As many of you will be aware one of the major objectives of The Paraplanner has been and still is, to raise the awareness, professionalism and standing of paraplanning and paraplanners throughout the Financial Services industry.
This is an objective which is still ongoing and something which Richard and [...]
by Martin Vaughan on 2 April 2009
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 [...]
by Martin Vaughan on 21 March 2009
As many of you know I have been part of the Working Group working with the Financial Services Skills Council (FSSC) to develop the National Occupational Standards (NOS) for the role of a Paraplanner.
These are now virtually complete and I would like to personally thank everyone who has been involved in whatever way shape or [...]
by Martin Vaughan on 28 February 2009
We continue our series of interviews with a paraplanner to gain an insight into his or her career, working day and top tips for the rest of us. This week features Len Quinlan, a Financial Planning Manager in Lincoln. If you would like to feature in this section in the coming weeks and provide useful [...]
by Martin Vaughan on 21 February 2009
As many of you will recall I was privileged to be invited to the Morningstar Conference last year and was very, very impressed with both the organisation and content.
The conference was extremely well organised and also extremely well attended. It was also beneficial from the point that it was not attended solely by IFAs. There [...]