The site for Paraplanners and Paraplanning in the UK
From the category archives:
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!
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The articles from T Bailey over the past few weeks have had a great deal of interest. T Bailey finish their articles this week with some further information about the Fund Managers.
There is also the final chance to win £25 Amazon vouchers. The questions are simple, so well worth looking at.
The winner of the Week [...]
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As you know T Bailey have been sponsoring a competition over the past few weeks. The competition has had a fantastic response; to everyone who entered thank you.
When T Bailey started their sponsorship they very kindly offered the services of their Chief Investment Officer, Jason Britton to answer any questions that anyone wished to put [...]
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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 [...]
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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 [...]
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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 [...]
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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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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 [...]
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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 [...]
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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 [...]
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