The CISI’s flagship Annual Paraplanning Conference has been postponed from May until September due to the Coronavirus outbreak. 

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.

It is human nature that when we are asked to give an opinion or to answer a question that what we say in response has positive connotations, that is we want to be able to help and where possible give good news, writes Certified Financial Planner and Chartered Wealth Manager John Rook.