paraplanning

Eleanor Palmer: What Consumer Duty means for paraplanners

Regulation

Eleanor Palmer: What Consumer Duty means for paraplanners

'Indelible mark'

clock 16 August 2022 • 3 min read

Your profession

Sarah Giles: Let's give paraplanning the career status it deserves

Career of choice

clock 04 June 2021 • 4 min read

Your profession

Kim Bendall: How working remotely made me part of the team

A brave new world

clock 17 November 2020 • 6 min read

Companies

Plan Works expands with paraplanner partner addition

Growth plans

clock 03 September 2020 • 1 min read

Your profession

Natalie Bell: Putting a financial services career up in lights

Spread the financial services word

clock 28 January 2020 • 5 min read

Regulation

Paraplanner uncertainty in finalised SM&CR rules

Client Dealing Function

clock 26 July 2019 • 3 min read

Your profession

PA360: 'Lack of consensus' on paraplanner duties - Anna Sofat

Lessons learned from abroad

clock 30 April 2018 • 2 min read

People

Wiltshire adviser completes London Marathon raising £7,400 for charity

Funds go to Worldwide Cancer Research

clock 24 April 2017 • 2 min read

Your profession

Tenet in further acquisition talks following strong results

Buying up firms from retiring advisers

clock 14 March 2017 • 1 min read

Your profession

Seven IM steps up paraplanning support and training

Up to seven events to be scheduled for 2017

clock 28 September 2016 • 2 min read
Most read
01

IHT on pensions to cause 'operational complexity and risk' for providers

31 January 2025 • 3 min read
02

Shackleton cuts fees for new and existing clients

30 January 2025 • 1 min read
03

Titan Wealth eyes Norwich-based IFA Finance Shop

31 January 2025 • 2 min read
04

Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

30 January 2025 • 4 min read
05

AI and advice: Financial advisers must adapt or 'be left behind'

30 January 2025 • 2 min read