Para-Sols | News - Para-Sols

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

This blog comes from our Director of Quality and Operations, Jo Campbell, and explores the role of […]

5th August 2019
Cash flow forecasts

This blog comes from our Head of Paraplanning, Grant Callaghan and looks at cash flow forecasting and […]

23rd July 2019
Why should you outsource your paraplanning?

One of our hub leaders and top paraplanners, Pete, has been with us for a number of […]

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

This blog comes to you from one of our paraplanners and hub leaders, Kate, who goes into […]

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
2017 – ‘The Year of The Grad Scheme’

As 2017 draws to a close, we figured it was as good a time as any for […]

20th December 2017
Say hello to… Hannah

What better way to round off Para-Sols incredible year of growth than squeezing in just one last […]

18th December 2017
Say hello to… Matthew, Sophie & Alex

We’re not entirely sure where the last month or two has gone so as the end of […]

4th December 2017

Latest from us

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

Cash flow forecasts

Why should you outsource your paraplanning?

A celebration of two halves

Fixed Protection and Pension Sharing Orders

It’s our birthday!

Letter of Authority – hints & tips

How to adapt your team’s learning styles

Grads Assemble; The Endgame

“We’re gonna need a bigger boat…”

The Art of Paraplanning

Case Study: NHS Pensions and Scheme Pays

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

Taking suitability to the next level

Suitable advice following Pension Freedoms

Grant made the news!

Compliance: The Good. The Bad. The Future.

How to create a CIP

Five minutes with Cathi Harrison

A new era

Top 3 compliance tips for paraplanners

The highs (and potential lows) of having a CIP

What can an outsourced Paraplanner do for you?

What’s in store for 2019?

Challenges facing financial advisers in 2019

What advisers need to know about CIPs

The Great British Entrepreneur Awards

Platform Due Diligence & CIP – Part 3

The state of paraplanning

Women in Financial Advice Awards

DB Transfer Files: A Best Practice Guide

Case Study: Defined Contribution Death Benefits

Platform Due Diligence & CIP – Part 2

Entrepreneurs’ Team of the Year finalists!

Platform Due Diligence & CIP – Part 1

We’re finalists!

Case Study: Drawdown Options and the Lifetime Allowance

Say hello to… Megan

Say hello to… Nic & Jasmine

Happy Birthday to us!

Say hello to…Fran, Alex & Helen

Exam-tastic progress!

Resilience building

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

Our 2017 highlights

2017 – ‘The Year of The Grad Scheme’

Say hello to… Hannah

Say hello to… Matthew, Sophie & Alex

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