From the category archives:


Paraplanner Census

by Martin Vaughan on 15 November 2011

  We’re pleased to announce that Paraplanner Census is back this month so please take part – your feedback is invaluable and we always put it to good use! All you have to do is spare 15 minutes before midnight on Wednesday 23rd November – and we’ll enter you into our prize draw with a chance […]


NMG Paraplanner Survey

by Martin Vaughan on 26 October 2011

The has been working with NMG now for over 2 years and together we have been conducting the most comprehensive survey of paraplanners and paraplanning in the UK. The survey is now conducted twice a year and comprehensively looks at the individuals who are paraplanning, their demographics, their role and the influence they have […]


IFP Conference 2011 – Nick Murray

by Martin Vaughan on 15 October 2011

In one of the earlier posts I said that one of the highlights of this year’s conference was Nick Murray who gave an enlightening and entertaining key note speech about investing and in particular Behavioural Finance. The content of his presentation was summed up extremely well by Andy Jervis of Chesterton House in a news […]


IFP Conference 2011 – Paraplanners

by Martin Vaughan on 7 October 2011

The IFP continued with their theme of promoting the role of the paraplanner at this year’s recent conference held at Celtic Manor near Newport in Wales. The conference had the usual format of ‘track’ sessions where you could select from a number of different sessions depending upon your interest along with Key Note speeches, the […]


Paraplanner of the Year 2011

by Richard Allum on 26 September 2011

After coming a very close second in 2009, this year’s Paraplanner of the Year is Gary Tunstall of Brook-Dobson Brear Wealth Management Consultants in Harrogate.  Gary received the highest overall score from the judging panel for his essay and the testimonial received from Andrew Brook-Dobson and also achieved the joint highest score in the technical […]


Paraplanner of The Year 2011

by Martin Vaughan on 16 August 2011

The in association with the Institute of Financial Planning is pleased to announce the launch of this year’s Paraplanner of The Year award. Now in its fourth year, our Paraplanner of the Year award is the original UK Paraplanner Award and is firmly established as the premier award for all Paraplanners in the UK. […]


NPAC Autumn Event – Leeds

by Martin Vaughan on 7 August 2011

The NPAC in association with UBS is delighted to announce a further date of the extremely popular Lifetime Cashflow Planning session. Due to popular demand we are holding a further session in Leeds on 8th September 2011. The theme for this event will be the same as the previous sessions, lifetime cashflow planning – what is […]


NMG Paraplanner Census

by Martin Vaughan on 28 May 2011

The NMG Paraplanner census which is run in conjunction with is continuing to increase its awareness of the demographics of paraplanners and is also continuing to highlight the decision making made by paraplanners in a modern forward thinking financial planning practice.The latest survey is now open and it would be great if as many […]


NPAC – Spring 2011 Events

by Martin Vaughan on 17 March 2011

The NPAC in association with UBS and is pleased to announce details of its inaugural Paraplanning and Networking events taking place throughout the UK in May 2011. The theme for these events will be lifetime cashflow planning – what is it, what is it for, why you should use it and how to produce […]


threesixty forum – Scotland

by Martin Vaughan on 17 February 2011

Over the past couple of months we have been involved with a new series of paraplanner forums hosted by threesixty services. So far two have been held in London with another one in Manchester. These free events have proved extremely popular amongst paraplanners with the opportunity to meet, ask questions and network with other paraplanners […]