The Paraplanners


How to set goals that are fit for purpose

17 March 2015

Kat discovers that the pursuit of a fitness programme offers valuable insights about the role of goal-setting for financial wellbeing.

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Discovering the work-life balance of the outsourced paraplanner

11 March 2015

What's it like to make the switch from in-house to out-sourced paraplanning? Colin picks his peaks and pitfalls from his first four months.

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Tickets now available for Outsourced Paraplanning Workshop on 19 March

9 January 2015

Free places at March's participant-led workshop for paraplanners who want to set up or develop existing outsourcing practices are now up for grabs online

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How to decide between in-house or out-sourced paraplanning

17 December 2014

Kim offers her thoughts on the key considerations before deciding on the in-house or outsourced paraplanning route.

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What's it like to move from in-house to outsourced paraplanning?

10 December 2014

A year on since she joined The Paraplanners, Claire Goodwin reflects her reasons for switching from in-house to outsourced paraplanning

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Outsourced paraplanning workshop to take place in March 2015

4 December 2014

First workshop designed to help paraplanners get outsourced paraplanning businesses off the ground will take place in Spring 2015.

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Make the world better with a sweater

3 December 2014

For our Christmas card this year we decided to feature tasteless Christmas jumpers. And then we heard about Save The Children's 'Christmas Jumper Day'...

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Events hold the key to paraplanning with confidence

15 October 2014

Kat's discovered that industry events and conferences aren't just great for knowledge, news and networking but for nurturing 'soft skills' and confidence too.

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Colin Stewart to join The Paraplanners in November

3 October 2014

Paraplanner Colin Stewart will join our team next month — becoming the first member of The Paraplanners based in Scotland

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