Putting Financial Planning into a gaming format could be an effective way of enticing disinterested younger people to consider their pensions, Paraplanners were told this morning.
Read more ...Ex-Army chief: Leaders don’t put themselves first
- Thursday, 26 May 2016
- Articles

Leaders serve their teams, they don’t put themselves first, a former Lieutenant Colonel in the British Army told the CISI Paraplanner Conference this morning.
Read more ...Marginal change leads to big improvements, Paraplanners hear
- Thursday, 26 May 2016
- Articles

Paraplanner of the Year Adam Wareing urged delegates at the CISI Parapanning Conference taking place today in Warwickshire to make marginal skill gains every week because they lead to "big improvements" in the quality of Paraplanning over the long term.
Mr Wareing CFPTM APP Chartered MCSI, winner of the IFP Paraplanner of the Year award in 2015, told more than 100 delegates at the event: "Getting better never stops. You are never too old to learn a new skill. Look to challenge yourself to practice a new skill each week just beyond your current abilities. Excel is a good one to build on the knowledge you have each week.
"Marginal gains add up to big improvements over time."
The head of Paraplanning at Clarion Wealth Planning said that he used the same technique himself, for example committing to learning a new Excel formula each week.
He cited the example of the Beatles, who could barely play their instruments when they went to play a long term gig in a club in Hamburg. Playing for hours every day improved their guitar skills hugely and when they came back to the UK their skills helped them changed the pop world.
Mr Wareing said other skills which could be improved over time included areas such as listening, writing financial plans, writing skills and much else besides. Paraplanners should commit to adding to their skills and improving existing skills every week, he said.
Over one hundred delegates heard Mr Wareing speak at the CISI Paraplanner Conference 2016 this morning. Some Paraplanners took part in some pre-conference technical sessions yesterday before drinks, dinner and a quiz last night.
This morning the new head of Financial Planning at the CISI, Campbell Edgar Chartered FCSI, opened proceedings, welcoming delegates to the event which is themed on "Getting Better Never Stops."
Dan Atkinson APP ACSI, senior technical consultant at EQ and IFP Paraplanner of the Year 2014, is co-chairing with Farida Hassanali CFPTM Chartered MCSI, Paraplanner at UBS and chair of the Paraplanner Professional Interest Group. Dan has recently started a new regular column for Financial Planning Today website.
Follow what delegates are saying by using the hashtag #paraconf and see our Twitter feed below for all comments.
#paraconf Tweets Tweets by @FPTodayNews
Paraplanners will survive technology disruption - Sloss
- Thursday, 26 May 2016
- Articles

Technology 'disrupters' will change the face of financial planning over the next few years but Paraplanners will continue to be in demand, predicts Colin Sloss, senior business development manager at technology firm IRESS.
Read more ...Size of firm no excuse for poor diligence - FCA's Hewitt
- Thursday, 26 May 2016
- Articles

FCA lead associate Christopher Hewitt, an expert in due diligence, says 'size doesn't matter' when it comes to Paraplanners and Financial Planners complying with regulatory due diligence demands.
Read more ...Live: CISI Paraplanner conference gets underway
- Wednesday, 25 May 2016
- Articles

Paraplanners have begun gathering in Warwick today for the CISI Paraplanner Conference, with attendance over the two days estimated at around 150.
Read more ...Live: Delegates pour in to begin Paraplanner conference
- Wednesday, 25 May 2016
- Articles

Over one hundred delegates poured into the main hall for The Paraplanner Conference 2016 this morning and you can follow all the activity here on Financial Planning Today.
Read more ...Delegates praised for Paraplanner Conference 'buzz' and interaction
- Wednesday, 25 May 2016
- Articles

The co-chairmen of the CISI Paraplanner Conference this afternoon praised delegates for their high level of interaction and engagement with the sessions.
Read more ...Nearly 150 gather for Paraplanner conference
- Tuesday, 24 May 2016
- Articles

Paraplanners will gather in Warwick today (Weds 25 May) for the CISI Paraplanner Conference, with attendance over the two days estimated at around 150.
Read more ...Paraplanners warn platforms to focus on service, not just price
- Friday, 20 May 2016
- Articles

Paraplanners have warned platform providers they must focus more on their service and not just on price.
Read more ...