From the category archives:

Paraplanning

New paraplanner forum now live

by admin on 23 March 2016

Back in November we announced that this site would be going into hibernation but that a new forum would be launched in 2016 on the Paraplanners Powwow site. I’m glad to say that the new forum, called The Big Tent, is now live and available to you all.  To see it simply click here and [...]

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Powwow! Up North

by Richard Allum on 6 September 2013

Hot on the heels of the main Powwow! happening later this month, the first regional event has been launched today.  It will take place in Leeds on 15 October and you can find out more here.

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Paraplanner of the Year 2013

by Richard Allum on 6 August 2013

As you may have seen in Financial Planner Magazine and IFA Online, this year’s Paraplanner of the Year Award will – for the first time – be coordinated by the IFP following the announcement that Martin and I have opted to bow out of front-line Awards coordination to spend more time with the Judging Panel. [...]

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First ever Paraplanners Powwow announced

by Richard Allum on 20 June 2013

Plans to host a teepee-based powwow event to debate the future of the paraplanning profession will go ahead this September, organisers have announced. Richard Allum confirmed that the Paraplanners Powwow, which is independent of professional bodies, will take place at Upper Aynho Grounds in Northamptonshire on 19 September 2013. Up to 60 participants will be able to sign-up [...]

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IFP Paraplanner Conference 2013

by Richard Allum on 28 March 2013

This year’s conference will take place on Thursday 23 May with a dinner the night before.  The venue is in Kenilworth near Warwick and the content includes many speakers and sessions requested by paraplanners. Full details of the programme are available on the IFP site here and you can also book online.  I hope to see many of you there.

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Paraplanner of the Year 2012

by Richard Allum on 29 August 2012

The annual award is back for its fifth year and registrations are now being taken.  The closing date for entries is 24 September and the main award includes a cash prize of £1,000 and a full attendance package at the IFP Conference in October.  You could join the previous winners and also find out more [...]

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I am seeking election to the IFP Board. This is why.

by Richard Allum on 2 August 2012

I am Richard Allum and I am standing for election to the Board of the IFP. I am a paraplanner; a role that – just ten years ago – barely existed. Ten years from now, I hope it will enjoy professional respect in all quarters of the financial services community and beyond. But this is [...]

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Paraplanner Conference 2012

by Richard Allum on 2 March 2012

The IFP has announced details of this year’s conference taking place on 24 May in Nottingham. Last year’s event was a great success and this year it looks even better with some great speakers lined up. Having said that, the best thing about this event is the chance to meet other paraplanners from all sorts [...]

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How paraplanners can make a difference in volatile markets

by Martin Vaughan on 6 November 2011

The role of the paraplanner is gaining increasing prominence with a number of industry publications including sections for paraplanners. Professional Adviser recently published a really interesting article under the heading ‘how paraplanners can make a difference in volatile markets’ which included comment from both an adviser and his paraplanner. It provided some interesting insights into how they work together [...]

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2-minute survey 2

by Martin Vaughan on 31 October 2011

A big thank you to all those who took a couple of minutes to complete the first 2-minute survey a month ago. The results were interesting if not surprising showing that paraplanners still spend the majority of their time writing reports and undertaking research. Risk profiling is an area which is getting increasing attention and [...]

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