Atkinson: We need Paraplanning professionals to speak up

Paraplanning has never been so exciting. In June we had the 2017 CISI / IFP Paraplanner Conference and a couple of weeks ago we had the Report Writing HowWow from the Paraplanners PowWow movement. These two events had similar but different aims.

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Atkinson: Encourage clients to have 'big hairy audacious goals'

I’m assuming that many of you have been in financial services/planning/advice for many years. It’s easy to get desensitised to the jargon, language and mental constructs that pervade our industry.

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Atkinson: Paraplanners will need Chartered status

The whole ‘Chartered Body Alliance’ thing seems to have come out of nowhere to me. Clearly it has been brewing for a while and I think that it is a good thing for financial services.

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Atkinson: Are Paraplanning and Financial Planning separate?

It’s all too easy to become distracted by the hysteria of presidents, prime ministers, politics and performance in this busy start to 2017.

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