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

 The London Institute of Banking & Finance has today launched a new Level 4 qualification in Paraplanning designed to be completed within 9 months.

Expanding wealth manager and Financial Planner firm Kingswood has announced a new managing director as part of a series of senior management appointments.

Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online platform cost comparison tool.

Financial Planning firm Pareto has expanded its team with the appointment of three new Paraplanners.

Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.

Organisers have spoken of a “great” Paraplanners Powwow last week.

Paraplanners are gathering in teepees in rolling hills in Aynho, Northants.