As well as writing various pieces for the financial services press, we also write the occasional blog.

Study technique

I don’t know the origin of the phrase ‘teaching your grandmother to suck eggs’, and even the wonderful Wikipedia is vague on this topic. But for the purpose of this article, I am going to attempt to share some...

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The benefits of outsourcing your paraplanning

What are the benefits of outsourcing your paraplanning?   1. Access a greater range of experience, especially if your outsourcer employs a number of paraplanners with a variety of qualifications and experience. 2. You needn’t be making a long...

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Top Ten – Qualities to look for in an Outsourced Paraplanning provider

It’s a busy time of year, fresh back from the Christmas break and heading towards tax year end. As the work starts to pile up, many advisers are looking at oursourcing their paraplanning. But what are the qualities you...

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Paraplanner Powwow Down South

I was pleased, if slightly nervous, about being invited to lead two sessions on suitability report writing at the Paraplanners Powwow, an event which took place in the Northamptonshire countryside in September. The event was a huge success with...

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