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UK paraplanners are leading the way

by Richard Allum on Nov 28, 2012 at 11:03

UK paraplanners are leading the way

One of the inspirations for setting up my business over a decade ago came from Australia where, at the time, paraplanning was an integral part of the financial advice process and outsourced paraplanning was commonplace.

Since then, the role in the UK has grown and developed at quite a pace. Based on some of my recent discussions, it is now seen as leading the way by colleagues in other countries.

International information sharing

In recent weeks I have had discussions with paraplanners and advisers in Australia, South Africa and the US, all of whom were interested in the role of the paraplanner in the UK. They wanted to know about the sense of community and collaboration among UK paraplanners and the focused qualifications and events available to us.

It seems to me that, whereas a decade ago we were importing paraplanning ideas, we are now among those leading the way. And it is up to us to keep raising the standards.

Richard Allum is managing director of ParaPlanPlus

8 comments so far. Why not have your say?

Richard Callum

Nov 28, 2012 at 11:58

I would like to take a sledge hammer to your trumpet so you could stop blowing it.

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Simon Kershaw

Nov 28, 2012 at 14:30

Isn't a paraplanner an IFA who cannot sell?

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Man of Kent

Nov 28, 2012 at 14:50

@ Simon Kershaw

You'll probably never know.

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Andrew Alexander

Nov 29, 2012 at 15:35

@ Simon Kershaw

Nope, its an IFA without any clients.

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Jon De Plume

Nov 30, 2012 at 11:30

Does anyone else struggle to see the point of these embarrassingly short non-articles?

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Ed Ecrepont

Dec 03, 2012 at 08:20

Another pointless article.

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Man of Kent

Dec 03, 2012 at 10:04

Still looking for the "Advertisement Feature" banner at the top of the article...

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Jason Toumba

Dec 03, 2012 at 10:18

No, you are all wrong. A Paraplanner is more qualified and younger version of an IFA.

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