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Gripes from Financial Planners about difficulties in dealing with NS&I have sparked a raft of changes.
Paraplanners will be guided through the ‘minefield’ of major changes to data protection laws via an online seminar on Wednesday.
The Personal Finance Awards have taken place in London this week with top awards announced plus a number of special awards made.
Paraplanners Kelly Guttridge and Jo Radcliffe will be hosting 'The Powwow in the Middle' event, the next in the Powwow series, which will be held in Oxfordshire.
The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.
Caroline Stuart FPFS, a Chartered Financial Planner and head of technical at Financial Planning firm DB Wood in Newark, is the new host of this year’s Paraplanner Powwow taking place next week.
The UK Paraplanning community is mourning the loss of one of its brightest stars, Gary Tunstall FPFS CFPTM, who died last weekend at the age of 41 after a long battle with stomach cancer.
Friends and family have so far raised nearly £3,000 for the hospice which cared for one of UK Paraplanning's brightest stars, Gary Tunstall FPFS CFPTM, 41, whose funeral took place last week.
Friends and family of award-winning Paraplanner Gary Tunstall FPFS CFPTM, who died recently after a battle against cancer at the age of 41, have raised nearly £4,400 for the hospice which cared for him in his last days.
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