Para-Sols | News - Para-Sols

Pension Protection Fund

Due to the recent collapse of Thomas Cook and their entering liquidation, I think now would be […]

1st October 2019

Caution, increased DB transfer workload ahead

You would be forgiven if you had chosen to ignore the recent FCA paper with the catchy […]

13th September 2019

Defined benefit scheme – hints & tips

As a follow up from my previous blog covering Letter of Authority Hints & Tips, I thought […]

23rd August 2019

The age-old question… just what IS a Paraplanner?

This really is an age-old question, alongside legends such as “why is the sky blue?” and “in […]

5th August 2019

Cash flow forecasts

The introduction of the Appropriate Pension Transfer Analysis (APTA) has made the inclusion of cash flow forecasting […]

23rd July 2019

Why should you outsource your paraplanning?

Having previously worked for a financial adviser’s practice and now as an outsourced paraplanner, I know that […]

25th June 2019

A celebration of two halves

This month we officially hit double digits and turned ten! To celebrate in style, we combined our […]

24th June 2019

Fixed Protection and Pension Sharing Orders

I recently worked on a case that covered one of the quirks of legislation surrounding Fixed Protection, […]

17th June 2019

It’s our birthday!

On 1st June, we turned the grand age of ten! Below, our Founder and Director, Cathi, shares […]

4th June 2019

Letter of Authority – hints & tips

For those internal administrators out there on the verge of pulling your hair out, look no further… […]

28th May 2019

How to adapt your team’s learning styles

Recently, our Director of Culture and Engagement, Natalie Bell, wrote an article for Nucleus’ Illuminate, on adapting […]

21st May 2019

Grads Assemble; The Endgame

Our Director of Quality and Operations, Jo, explains how we manage to attract so many wonderful paraplanners, […]

10th May 2019

“We’re gonna need a bigger boat…”

If you have somewhat of a beady eye, you may have noticed an increase in the number […]

8th May 2019

The Art of Paraplanning

There’s been some exciting developments here at Para-Sols – and we wanted to bring you up to […]

3rd May 2019

Case Study: NHS Pensions and Scheme Pays

When you exceed the annual allowance through accrual in a final salary scheme, there is the option […]

18th April 2019

Claims against IFAs – a litigator’s view on how to avoid them

With recent changes to FOS requirements and the impact to professional indemnity insurance providers, the CII provided […]

17th April 2019

Taking suitability to the next level

Our Founder and Director, Cathi, spoke to Money Marketing about taking suitability to the next level – […]

18th March 2019

Suitable advice following Pension Freedoms

Recently, our Head of Quality & Operations, Jo, wrote an article for Nucleus as part of their […]

11th March 2019

Grant made the news!

From graduate, to Chartered, award-winning paraplanner… You may have heard us say once or twice how very […]

6th March 2019

Compliance: The Good. The Bad. The Future.

Our sister company, Apricity, have released a whitepaper entitled just that – Compliance: The Good. The Bad. […]

22nd February 2019

How to create a CIP

This series of blogs so far has covered; ‘What advisers need to know about CIPs‘ and ‘The […]

20th February 2019

Five minutes with Cathi Harrison

Our Founder & Director, Cathi, will be speaking at Money Marketing Interactive on 4th April 2019 – in the meantime, […]

19th February 2019

A new era

Most people associate me with Para-Sols, my original baby, and a paraplanning business that has exceeded every […]

7th February 2019

Top 3 compliance tips for paraplanners

Recently our Director, Cathi, took part in an interview with Professional Paraplanner where she was asked her 3 […]

6th February 2019

The highs (and potential lows) of having a CIP

The first part of this series of blogs, looked at the regulatory need to consider a Centralised Investment […]

4th February 2019

What can an outsourced Paraplanner do for you?

We are big believers that having good support in place is key to running a successful advisory […]

25th January 2019

What’s in store for 2019?

2018 was another fantastic year for Para-Sols – you may remember us highlighting some of our favourite […]

21st January 2019

Challenges facing financial advisers in 2019

“The only way to make sense out of change is to plunge into it, move with it, […]

16th January 2019

What advisers need to know about CIPs

By now most firms will have a centralised investment proposition (CIP) in place. A survey in 2016 […]

17th December 2018

The Great British Entrepreneur Awards

You may have heard that not so long ago, our Strategic Leadership Team (SLT) was shortlisted for […]

27th November 2018

Platform Due Diligence & CIP – Part 3

In the part that ties together the ‘why’ and the ‘what’, we look at the ‘how’ of […]

12th November 2018

The state of paraplanning

Which direction does the profession go from here? Recently our Founder & Director, Cathi Harrison, took part […]

30th October 2018

Women in Financial Advice Awards

Last night was a triumphant one for Para-Sols as we walked away with not one… not two… […]

11th October 2018

DB Transfer Files: A Best Practice Guide

What does a good defined benefit transfer file look like? A question that our sister company, Apricity, […]

1st October 2018

Case Study: Defined Contribution Death Benefits

There is a lot of planning merit in looking at the nature of death benefits paid by […]

25th September 2018

Platform Due Diligence & CIP – Part 2

In the second part of the Platform Due Diligence (PDD) and Centralised Investment Proposition (CIP) we look […]

19th September 2018

Entrepreneurs’ Team of the Year finalists!

Following on from the recent success we have had with becoming finalists, yesterday it was announced that […]

21st August 2018

Platform Due Diligence & CIP – Part 1

In our three-part blog we look at the area of Platform Due Diligence and Centralised Investment Proposition […]

14th August 2018

We’re finalists!

Last week we received some fantastic news; we have been shortlisted for Professional Adviser’s ‘Women in Financial […]

6th August 2018

Case Study: Drawdown Options and the Lifetime Allowance

The Lifetime Allowance, at £1,030,000 for 2018/19 and increasing by CPI each year, is likely to trap […]

30th July 2018

Say hello to… Megan

As the business expands and grows, we are investing more time and effort into padding out our […]

11th July 2018

Say hello to… Nic & Jasmine

Maybe you’ve noticed that we‘ve been busy little bees expanding our team recently (and if you haven’t, […]

29th June 2018

Happy Birthday to us!

If a little birdie hadn’t already mentioned it, it was our birthday at the beginning of this […]

19th June 2018

Say hello to…Fran, Alex & Helen

Can you believe it’s that time again?! Our first cohort of this years graduate training programme have […]

22nd May 2018

Exam-tastic progress!

It’s been a busy and exam-tastic start to the year so we thought it was about time […]

29th March 2018

Resilience building

We’ve been a little quiet on the blog front lately (sorry for that!), we’ve had a busy […]

26th March 2018

R. I. Why are you still using projections?!

At Para-Sols, our goal is to make our advisers life as easy as possible, and the information […]

20th February 2018

Our 2017 highlights

2017 was a pretty momentous one for us at Para-Sols – we deem it, ‘our year of […]

22nd January 2018

Latest from us