14 February 2017We're really pleased to announce our newest team member, Paraplanner Becci Jones
/ more 10 January 2017Suitability and due diligence should start with clear and actionable client objectives – but how often do we get these?
/ more 10 January 2017What can be done when faced with clients who are too scared to look at their numbers?
/ more 6 December 2016Kim takes an in-depth look at the defined benefit pensions transfer process
/ more 25 November 2016We're really pleased to announce our newest team member, Paraplanner Alyson Brooker
/ more 23 March 2016Colin talks through the practicalities of taking the full pension fund for a client.
/ more 8 February 2016With demand for paraplanning on the rise, Kim asks what's best – to recruit or grow your own paraplanner?
/ more 4 November 2015A Level student James Saunders shares his thoughts on a week's work experience at The Paraplanners
/ more 21 September 2015'What information do I need to give you? is one of the most frequent questions that advisers ask paraplanners. Kim suggests a five-point checklist.
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