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    • Women in Finance – On Both Sides of the Coin
    Women in Finance – On Both Sides of the Coin

    A little background, I am a member of an all-female leadership team as part of The Verve […]

    25th March 2020
    Periodic Suitability Reviews
    Periodic Suitability Reviews

    MiFID II has been in force for over two years and still, we find there is a […]

    9th March 2020
    We’re the leading outsourced paraplanning provider!
    We’re the leading outsourced paraplanning provider!

    A study produced last Summer by NextWealth and the Personal Finance Society has illustrated that we are […]

    3rd March 2020
    Para-Sols & Financial Advisers: The Perfect Match
    Para-Sols & Financial Advisers: The Perfect Match

    Having joined Para-Sols team in Summer 2019 from a role in Insurance and having previously run his […]

    27th February 2020
    Suitability: Defining the Undefinable
    Suitability: Defining the Undefinable

    Suitability – without a doubt, the key word in financial advice, across all relationships, between the adviser, […]

    21st February 2020
    Breaking the taboo around mental health
    Breaking the taboo around mental health

    It is that time of the year, where we look at the business and consider what we […]

    17th February 2020
    Recruitment… the Para-Sols way
    Recruitment… the Para-Sols way

    Wondering where all the good paraplanners are? You’re not the only one.   Most advisers I speak […]

    9th January 2020
    A Gatsby themed celebration
    A Gatsby themed celebration

    It’s often said within the office that there “ain’t no party like a Para-Sols party”- and with […]

    11th December 2019
    Let’s chat value: Investments, costs & MiFID II
    Let’s chat value: Investments, costs & MiFID II

    Our Founder and Director, Cathi Harrison, recently took part in The Lang Cat DEADx event and spoke […]

    29th November 2019
    5 minutes with Jo Campbell…
    5 minutes with Jo Campbell…

    Just how does our Director of Quality & Operations, Jo Campbell, manage our growing team of paraplanners? […]

    28th November 2019
    How CIPs are the real VIPs in any advice firm
    How CIPs are the real VIPs in any advice firm

    Speaking at a seminar recently, it became scarily apparent how little notice adviser firms had taken of […]

    12th November 2019
    3 Important Considerations Around Inheritance Tax
    3 Important Considerations Around Inheritance Tax

    It’s a full-time job keeping up with the changes and developments in any one area of financial […]

    4th November 2019
    The name’s Bond, Investment Bond…
    The name’s Bond, Investment Bond…

    You may have seen recent articles and statements on slight changes to the way HMRC deal with […]

    25th October 2019
    Pension Protection Fund
    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
    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
    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?
    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
    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?
    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
    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
    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!
    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
    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
    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
    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…”
    “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
    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
    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
    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
    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
    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!
    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.
    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
    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
    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
    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
    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 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? 
    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?
    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
    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
    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
    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
    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
    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
    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
    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
    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

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