Almost three quarters (73%) of Financial Planners reduced their working hours to support others or provide home schooling during the Coronavirus pandemic, according to a new report.

Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.

The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’

The CISI’s Paraplanner Conference in September has been converted from a physical to a virtual event due to the Coronavirus pandemic.