Michelle Hoskin talks about progress with the Paraplanning Standard
Michelle Hoskin, MD, standards International, talks about the progress with the Paraplanning Standard and the formation of the steering committee formed of a range of volunteers from across the financial planning market
“I am absolutely thrilled by the response to the Paraplanning Standard. While this is the Standard, for paraplanners it is important that we have input from different areas of financial planning, so that the Standard is meeting the needs of paraplanners and the industry as a whole.
“We have had a range of people step up to the plate, paraplanners, operations and practice managers, managing directors, financial planners, compliance managers and consultants.
“The project plan has been formulated and the first meetings will take place in January. To ensure we get off to a good start, the meetings will be held remotely, with face-to-face meetings if diaries allow.
“We are looking to have a Standard in place by, at the latest, the end of Quarter 2. We will run a pilot during the design phase to test the process before launch.
”We are very excited by this opportunity to establish a new Standard for the industry, which has been generated from the demand and enthusiasm of paraplanners to progress not only their personal development but also the paraplanning profession.”
The committee is formed of 14 people, in alphabetical order:
Matt Bowen, Compliance and Technical Manager, eightfourtwo
Gill Cardy, Insight Consultant, Defaqto
Zoe Dagless, Paraplanner, Addidi
Reece Edwards, Paraplanner, Hampshire Hill Group Limited
Christina Georgiou, Senior Paraplanner, Fleet Street Financial
Kelly Guttridge, Technical Assistant, Wise Investments Ltd
Richard Hampshire, Managing Director, Hampshire Hill Group Limited
Michelle Hoskin, Managing Director, Standards International
Joanne Mullen, Compliance Manager, Finance Matters Corporate Solutions Ltd and Standards International
Dee Ruan, Operations Manager, Standards International (Secretary)
Jenny Ryan, Paraplanner, Baigrie Davies
Jessica Smith-Burrows, Paraplanner, Reflect Paraplanning
Helen Tandy, Chartered Financial Planner, The GAEIA Partnership
Linda Whybrow, Operations Director, The Red House Consulting Ltd
Paraplanners who want to register their interest to become certified to the Standard should contact the committee at firstname.lastname@example.org