The number of pension transfers out of DB scheme cases that were analysed by advisers and Paraplanners in 2016 rose significantly, research suggests.
Increasing numbers of advice firms are actively planning to hire more staff this year, according to a report.
The cost of taking the assessment to gain a new Paraplanning standard will start at £347.
An organisation that has pledged to set up the much-discussed Paraplanner standard says it needs to be “a collaborative effort rather than a competition”.
Owners and directors of Financial Planning and Paraplanning businesses have been revealing what is on their wish lists when it comes to hiring new Paraplanners.
A new outsourced Paraplanning company has launched with the aim of “making advisers’ lives easier”.
The future of the Paraplanners Powwow has been secured, with a package of new initiatives announced for 2017.
The Paraplanners Powwow has inspired a pensions firm to create a new online Paraplanning hub designed to help them access all of the information they need quickly and easily.
A PFS board director says she has mixed views over introducing a professional standard for Paraplanners but believes the UK profession appears “far ahead” of their US and Australian counterparts.
An FCA expert who dismissed claims that due diligence is too time-consuming and too cost-prohibitive for small firms will take over from technical specialist Rory Percival.
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