The Paraplanners

Blog / Regulation


The seven signs of excellent report writing

4 April 2014

Kim suggests there are seven sure-fire signs that - together - make for excellence in report writing.

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Video: Richard joins live post-RDR webcast debate

12 December 2013

Watch The Paraplanners' Richard Allum in a recent debate about post-RDR financial planning hosted by Cofunds with IFA Online.

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Keeping up to date

29 May 2012

Technical developments and how to stay up-to-date with them: one person’s guide.

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Paraplanning's professional challenge

25 May 2012

To put it diplomatically, reaction to the FSA's suggestion that paraplanners should challenge advisers over suitability letters, in particular, has been mixed among some advisers.

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Risk profiling tools - part 1

24 August 2011

The whole issue of risk profiling has always been of great interest to me and the FSA has stimulated much discussion on this subject with their recent proposed guidance

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