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  • Autumn Budget 2021 Highlights

    Posted by on November 2, 2021

    Recently, the Chancellor of the Exchequer, Rishi Sunak, stood up to give the details of his third budget, albeit...

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  • Budget 2021 Highlights

    Posted by on March 9, 2021

    Here, we share the highlights of the 2021 budget. There's both good and bad news in this most recent...

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  • Is your CII study text up to date?

    Posted by on June 23, 2020

    At this very moment, the material you've been revising from your CII study text could be outdated. In this...

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  • Articles Relevant to the Most Popular CII Exams

    Posted by on January 6, 2020

    Here are some links to the most popular exams to help you find our articles that are relevant to...

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  • And the Winner of the ‘Best Training Resource’ Award is…

    Posted by on June 20, 2019

    Professional Paraplanner presented a range of awards from Best Individual Paraplanner to Best Provider at the awards ceremony for...

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  • Many Routes to Chartered

    Posted by on January 22, 2019

    Are you working towards Chartered Financial Planner status?  Are you wondering where to start? Here, we explore the many...

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  • Getting on in Financial Services – Is it all about qualifications?

    Posted by on August 30, 2016

    In striving to achieve qualifications in financial services, we can overlook other areas that can make a difference to...

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  • What’s in a name? Brand to Standingford

    Posted by on April 9, 2015

    Choosing which surname to use in business is something that women struggle with a great deal.   This is especially...

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  • The Changing Face of the Modern Paraplanner

    Posted by on June 11, 2013

    Written by Rebecca Lucas, Chartered Financial Planner Director, Lime Outsourced Paraplanning Ltd 13 years ago when I started in...

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  • Which? fee-free mortgage advice service undercuts brokers

    Posted by on December 4, 2011

    Consumer champion Which? has thrown open their controversial free mortgage advice service to the public. The service is funded...

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  • The impact of the gender ruling 2012

    Posted by on March 14, 2011

    Financial services firms had to overhaul pricing of insurance, annuities and health cover following the European Court of Justice...

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  • Money can’t buy the benefits of pro bono work

    Posted by on September 21, 2010

    Insurance and financial services professionals shy away from pro bono work because many do not see the benefits of...

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