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qualifications

Your profession

Paraplanner Zone: Svenja Keller

Svenja Keller joined John Lamb Partnership in October 2008 in her first paraplanning role and just over a year later scooped the Paraplanner of the Year title at the Professional Adviser Awards 2010.

clock 25 February 2010 •

Your profession

From the Editor: IFA battle lines are drawn

Two campaigning advisers have set out their stalls on the RDR and divided our readers.

clock 18 February 2010 •

RDR

Adviser rejects AIFA over 'pandering' to 'GCSE-level' IFAs

The Association of IFAs (AIFA) should be ashamed - not proud - of its part in reducing the minimum adviser qualification level, according to the managing director of Smart Financial Planning.

clock 16 February 2010 •

RDR

CII 'happy' to work with Davy on alternative assessment group

The Chartered Insurance Institute (CII) says it is prepared to work with Ken Davy's newly-formed Alternative Assessment Project Group, but only once the FSA has firmed up its evaluation criteria for getting to Level 4 standard.

clock 16 February 2010 •

Investment

Paraplanner Zone: Broadway Financial Planning

Julie Wycherley of Broadway Financial Planning made the unusual move from agriculture to paraplanning.

clock 11 February 2010 •

Long Term Care

The route to giving long-term care advice

Charlotte Moore looks at the qualifications IFAs need to be able to advise on long-term care.

clock 04 February 2010 •

Investment

Meet the paraplanner: Gary Tunstall

Only two out of 100 people would know what a paraplanner does, Brook-Dobson Brear's Gary Tunstall says. So his business card reads something else...

clock 04 February 2010 •

Your profession

Meet the Aviva Adviser Academy Fellows

Aviva has launched an Adviser Academy Fellowship to recognise advisers who have made a significant contribution to raising professional standards.

clock 28 January 2010 •

Investment

Paraplanner Zone: Dunham Financial Services

Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?

clock 28 January 2010 •

Investment

Paraplanner Zone: Cathi Harrison

Cathi Harrison started outsourcing group Para-Sols in 2009. She is based in the North East but has clients right across the country.

clock 21 January 2010 •
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