The Paraplanners


Work experience at The Paraplanners

4 November 2015

A Level student James Saunders shares his thoughts on a week's work experience at The Paraplanners

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An adviser's 5-point checklist for paraplanning cases

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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Advisers: Nine reasons why you should outsource your administration

24 July 2015

Three years since its launch, Gemma lists the top nine reasons why advisers like to outsource their admin to The Paraplanners' administration service.

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A student's view of the IFP's Paraplanning Conference

27 May 2015

The winner of our competition for a student to attend this year's IFP Paraplanning Conference describes his experience of the event.

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And the winner is...

19 May 2015

University student, David Smith, wins The Paraplanners' Three Wishes Challenge to be our guest at the IFP's Paraplanners Conference this week.

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Where's the next generation of paraplanners going to come from?

14 May 2015

With demand for paraplanning only set to rise, Richard wonders how the profession will be able to recruit new talent to keep pace.

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A gilt-edged retirement?

1 April 2015

The latest pension changes pose challenges to clients, financial planners and paraplanners alike. Kim explores the issues and suggests some key principles to consider.

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Budding paraplanner? Your chance to be our guest at IFP paraplanning conference

23 March 2015

We’re giving two undergraduates – with an ambition to pursue a role in paraplanning or financial planning – the chance to be our guests at the IFP’s paraplanning conference.

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Participants are all set for the first outsourced paraplanning workshop

18 March 2015

Richard and Kim to host first workshop for paraplanners seeking to start up or develop their own outsourced business.

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