The site for Paraplanners and Paraplanning in the UK
From the category archives:
NMG Paraplanner Survey
The NMG survey is now firmly established as the leading research into the role of the paraplanner and the thoughts and experiences of paraplanners themselves.
We have had absolutely fantastic feedback from everyone who has completed the survey so far and we both thank you enormously for taking the time to do this.
As ever [...]
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Many of you have helped over the past 12 months or so with the surveys conducted by NMG, to establish who paraplanners are, where they come from and the type of work they do in their day to day role and we thank you for taking the time to complete the surveys.
This valuable and important [...]
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As many of you will know, one of the most popular and respected conferences is the Morningstar Investment Conference. Held in May each year this is now only just a month away and we have 10 FREE passes to give away!
The conference is a high level event attended by many of the countries most influential, [...]
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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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