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- Conducting R(ESG)Search
- The importance of being admin
- Financial admin – the backbone of financial services
- 11 tips for being a successful paraplanner
- Frog free service
- Smarty Pants
- Eclipse: Dealing with providers
- Dishing the dirt on digital currency
- If I could ‘TAR-n’ back time…
- Technology talks – or does it?
- The tax planning impact of the big allowances freeze
- Business Funding Options
- How paraplanners are making the new world work for them
- Investment Pathways
- Make it brighter, shorter and better… for everyone
- Support for advisers means a stronger industry for all
- Three’s the magic number for virtual client meetings
- A pain in the ASR’s?
- #FYIFinance – Paraplanner
- To keep or not to keep?
- My first two weeks as Executive Assistant at The Verve Group…
- The planned changes around DB – what you need to know
- What we’ve learnt from the RMAR data
- Returning to the office post-Covid
- How paraplanning might change in the future
- What it’s like working in finance
- Paraplanner Team of the Year Award – Professional Paraplanner
- Eclipse: Full coverage from the last week.
- The thinking behind Project 2030
- Paraplanner Team of the Year
- The Report Report; in which Jo determines the suitability of suitability
- New reports – who dis?
- Investment bonds and top slicing – personal allowance
- #Project2030
- Financial Crisis
- Men and women approach advice differently
- Periodic Suitability Reviews
- We’re the leading outsourced paraplanning provider!
- Para-Sols & Financial Advisers: The Perfect Match
- Suitability: Defining the Undefinable
- Suitability: Defining the Undefinable
- Why we’ve made mental health first aid a priority
- Recruitment… the Para-Sols way
- A Gatsby themed celebration
- Let’s chat value: Investments, costs & MiFID II
- 5 minutes with Jo Campbell…
- How CIPs are the real VIPs in any advice firm
- 3 Important Considerations Around Inheritance Tax
- The name’s Bond, Investment Bond…
- Pension Protection Fund
- Caution, Increased DB Transfer Workload Ahead
- Defined Benefit Scheme – Hints & Tips
- 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
- One Page Annual Suitability Report
- 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.
- 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
- 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
- The rising cost of IHT
- We’ve grown up!
- Are you ready for GDPR?
- MiFid II
- Defined Benefit Pointers
- DB Pointers (3 of 3) – Compliance
- DB Pointers (2 of 3) – Technical
- DB Pointers (1 of 3) – Practical
- The Benefits & Myths of Outsourcing
- DB Pension Transfer Form
- Say hello to…. Lee & Sunaina
- Learnings and Leading
- Case Study: More than the Critical Yield
- ‘Change the Game’ Conference : Reflections from Cathi
- Happy Birthday!
- Si ditches ‘graduate’ status
- Say hello to… Sam, Holly & Johnny
- The Grad Scheme: Assessment Day Triumph
- The Grad Scheme: Kate’s Story
- The Grad Scheme: Grant’s Story
- The Grad Scheme: Rachael’s Story
- The Grad Scheme: Simon’s Story
- Survey: Are you naturally compliant?
- The Benefits & Myths of Outsourcing
- Office. Sweet. Office
- And the shortlist is…
- Healthy Body. Healthy Mind
- Take a bow 2016
- Cocktails & Conferences
- Para-Solympics
- Para-Sols support services
- PFS National Symposiums
- Case Study: Tapered annual allowance for higher earners
- Outsourcing survey winners
- Happy Birthday Adviser Store
- PFS Purely Paraplanning Conference
- Cathi covers the latest issue of Financial Planning Today
- Meet the team – Bernie
- Case study: Annuity Income
- Exams are just around the corner….
- Grow your own Paraplanner
- Tips from a graduate
- Recruitment Day
- Meet the team – Kim
- #804 (no title)
- #802 (no title)
- Simon Glazier, Chartered Financial Planner of the Year, AAB Wealth
- Simon Davis, Director of Wealth Management, Charles Stanley Financial Planning
- Steve Murphy, Chartered Financial Planner, Moore Stephens
- Jonathan Brown, Partnership Financial Planning
- Not so Boring Money!
- The ever-changing world of financial services
- We’re doing a little research!
- And the award goes to….
- Meet the team – Simon
- Outsourcing is the new normal…
- PFS Paraplanner Event Round Up
- Para-Sols goes live on Adviser Store!
- Suitability reports and the FCA
- Platform Due Diligence; A recurring theme….
- Graduate Scheme 2016
- The PFS Q1 Conference – A paraplanners perspective
- Cathi talks to Professional Adviser about the future of Paraplanning
- Case Study: State Pension Planning
- Meet the team – Cheryl
- Paraplanner Panel Focus
- The Para-family is expanding again!
- Stay one step ahead with our platform pointers…
- Meet the team – Jo
- Case Study: Offshore Bond
- 2016 plans and an end to dry January….
- Grad Blogs – Simon Warne
- Grad Blogs – Kate Hall
- Exhibition-ists!
- PFS Symposiums 2015
- Meet the team – Cathi
- Grant’s passed his Diploma!
- Cathi speaks to Professional Paraplanner
- Graduate Scheme
- Para-Sols to open Third office!
- Para-Sols Webinars
- We’re hiring again!
- Fundraising update
- Personal Finance Society Appointment
- Software
- Para-Sols Admin Service
- 4 Riveting Reasons to Intern at Para-Sols
- Exams
- New Team Members
- Productivity – or Para-ductivity!!
- Professional Adviser Personality of the Year Nomination
- Inca Trail – Part 2
- Inca Trail!
- IFP CONFERENCE – PART 2
- IFP Conference – Part 1
- FCA Delay Capital Adequacy Changes
- Paraplanners Powwow
- Recruitment White Paper
- Lifetime Allowance Protection
- Bootcamp Photos
- Para-Sols team takes on 6 hour boot camp challenge
- New Website
- Exciting News
- Thank you so much!
- Thanks and Update
- It’s a charity thing
- £100 Discount Secured for Para-Sols Clients!
- Just a quick one!
- We’re hiring!
- Big announcement
- Happy Birthday Para-Sols
- Over the moon!
- Tax Free Cash considerations
- Happy 2012!
- Offices…
- Competition Update
- Competition!
- Call for Help
- Resolutions, Directories and Changes
- Happy New Year
- Award Winning
- Glowing Testimonial
- Busy busy
- Paraplanner Perceptions
- I’m Back!
- Breakfast Club!
- Exam Success!
- New Offices
