Plan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.

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.

Wealth manager St James’s Place is celebrating the 100th Paraplanner to graduate from its Academy.

The Paraplanner Powwows, the support and training initiative for Paraplanners, is launching ‘Lockdown Lingo Bingo’ to herald its new virtual Paraplanner Coffee Mornings initiative.

The Paraplanner Powwow movement, the support group and event organiser for Paraplanners, has established a number of member-led initiatives to help Paraplanners cope with the impact of Covid-19 on their lives and work.

A Paraplanner who started as a junior has won the prestigious Simon Wheatley Shield and a £250 cash prize for being an outstanding candidate while completing her PFS Fellowship.

The CISI’s Paraplanning Conference is to move to London this year and will be free for the first time for CISI members.