View more on these topics

Widows academy backs IFP’s paraplanner exam

The Scottish Widows Academy will support the development of the Institute of Financial Planning’s new paraplanner qualification and will offer it to intermediaries from the middle of the year.

The IFP recently published the syllabus for the certificate in paraplanning, which will be set at QCF level four.

A small number of candidates are expected to attempt the examination early this year through two pilot schemes.

The first public examination will take place towards the end of June, with an expectation that at least 100 paraplanners will take the exam this year.

The Scottish Widows Academy, which launched in 2008, offers learning support to intermediaries, including workshops, a learning library andstudy planner.

Scottish Widows head of market relations George Andrew says: “Our research shows that many intermediaries are changing their business models and this includes some advisers recruiting and working with paraplanners so we are deligh-ted to make the IFP’s new paraplanner qualification available through the academy.”

IFP chief executive Nick Cann says: “This additional support from Scottish Widows enables us to complete this exciting development on schedule in 2010.

“We have already seen strong demand from the marketplace as adviser businesses look in more detail at the value that the paraplanner role can add to their growing business.”



Last gasp

One reason for getting rid of the 82 per cent death tax on funds in alternatively secured pensions is to stop that shockingly high number being used to justify expensive and questionable financial planning solutions. A tax rate as high as 82 per cent was always going to cause problems. It may not be quite […]

The forestall saga

It’s possible that some will be caught out by the relevant income rules on higher-rate tax relief clawback

Forum will mould future shape of ISO advice benchmark

A development forum has been set up to define the future shape of international financial advice delivery benchmark ISO 22222. The forum held its first meeting last month at the London offices of consumer group Which? Among the groups which atten-ded were the Financial Services Skills Council, the ifs School of Finance and Intelligent Pensions. […]


Brokers slam Skipton SVR move

Advisers have hit out at Skipton Building Society’s move to axe the ceiling on its standard variable rate, hiking it from 3.5 per cent to 4.95 per cent.

Auto-enrolment: tips for employers

The Pensions Regulator (TPR) has released advice on communications for employers, including three tips to help you with your auto-enrolment duties. 1. Allow enough time to select your pension schemeIt’s recommended that you start to prepare for auto-enrolment at least 12 months in advance of your staging date; additionally, give yourself time to choose the […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm