From the category archives:


New RDR online course

by Richard Allum on 27 June 2012

Wizard Learning have been supporters of The Paraplanner and in particular Paraplanner of the Year and have launched a new RDR online course which provides support for: Qualifications – exactly what advisers will need in the new world and how long they have to complete their training Gap fill and CPD – the new standards […]

{ 1 comment }

Professionalism and gap fill requirements

by Richard Allum on 16 January 2012

Wizard Learning has been very helpful to this site over the years and has just published a new presentation on this subject. With the RDR implementation date less than 12 months it is well worth watching and can be found here to make sure you are aware of the professionalism and gap fill requirements that advisers need to […]


Wizard Learning & RO6 exam

by Richard Allum on 27 September 2011

Wizard Leaning has once again supported the Paraplanner of the Year by providing the technical assessment and two of the prizes.  We are very grateful and would like to help them by letting you know about some new learning material they have just produced . If you are taking the RO6 exam on 3 October then […]


Henderson supporting paraplanners

by Richard Allum on 14 July 2011

We are very pleased to welcome Henderson Global Investors as sponsors of the site.  We have been talking with Henderson for some time about the role of paraplanners and how we play an important role in the financial advice process and are pleased to see that they are now focusing on how they can support […]


Paraplanner of the Year

by Richard Allum on 12 August 2010

Yes, it’s that time of the year again when you have a chance to win some nice prizes and be crowned Paraplanner of the Year 2010.  Full details of the awards, entry criteria and prizes can be found here.


£25 Amazon Voucher – last chance!

by Martin Vaughan on 4 February 2010

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 […]

{ 1 comment }

Ask Jason!

by Martin Vaughan on 31 January 2010

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 […]


Thank you to our sponsors

by Richard Allum on 6 July 2008

Now it’s time to say thanks to our sponsors who help us pay the bills over here and keep the site running.  Please make sure that you click through and see what they have to offer. 😉 Legal & General – our new main front page sponsor as part of their new distribution funds campaign. […]