paraplanning

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Exciting times for the profession

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Accredited paraplanner Claire Goodwin is set to join outsourced business The Paraplanners later this month.

An event for paraplanners - who get to vote on their preferred topics of discussion beforehand - is set to take place in London later this month.

PARAPLANNERS

Adviser support group, Tenet, has launched an in-house paraplanning service, enabling members who do not have the requirement for a full time paraplanner to out-source technical research and report writing.

Paraplanners are being invited to take part in an independent ‘powwow' forum event this autumn - with sessions hosted in teepees.

The Financial Services Authority (FSA) has told paraplanners they should challenge their financial advisers on suitability letters to help meet regulatory requirements and improve relationships with clients.