Richard AlluminRandom thoughts of a paraplannerWhy I’m resigning from my role with CISIIn 2012 it was my privilege to become the first paraplanner to be elected to the board of the Institute of Financial Planning (IFP).Jul 27, 2016Jul 27, 2016
Richard AlluminRandom thoughts of a paraplannerGive the ‘Robos’ a breakOne thing you can always rely on in financial services is lots of people commenting on stuff, even if it’s not really got anything to do…Apr 8, 2016Apr 8, 2016
Richard AlluminRandom thoughts of a paraplannerWant to help build a paraplanning standard?Last year we talked about a big issue that’s important to many paraplanners — setting & improving our own standards.Feb 16, 2016Feb 16, 2016
Richard AlluminRandom thoughts of a paraplannerWho is financial services technology for?In a survey carried out by Defaqto in 2011, of the top ten considerations which influence an adviser’s decision to use one piece of kit…Dec 10, 2015Dec 10, 2015
Richard AlluminRandom thoughts of a paraplannerEver wondered how to start up your own outsourced paraplanning business, or grow the one you…Then our ‘How to become an outsourced paraplanner’ Howwow in London on 3 march 2016 will be just the ticket!Dec 3, 2015Dec 3, 2015
Richard AlluminRandom thoughts of a paraplannerIs that a paraplanning standard in your pocket?Whenever a bunch of paraplanners get together in a room, sooner or later someone mentions common professional standards don’t they?Dec 1, 2015Dec 1, 2015
Richard AlluminRandom thoughts of a paraplannerWhy and when TheParaplanner.com will be closing downIt’s been almost eight years since TheParaplanner.com launched as a destination for paraplanners across the UK.Nov 24, 2015Nov 24, 2015
Richard AlluminRandom thoughts of a paraplannerWork experience at The ParaplannersJames is 16 years old and started his first year of A-Levels in September 2015, studying Economics, English, Maths and Classics. He has an…Nov 5, 2015Nov 5, 2015
Richard AlluminRandom thoughts of a paraplannerWhat is a Paraplanner?In short a paraplanner is a person who works with a Financial Planner or Financial Adviser and completes a number of the non-client facing…Oct 29, 2015Oct 29, 2015