News-Hub

Welcome to the Standards International news hub! Learn more about what we do and meet some of our amazing clients and collaborators through blog entries, press articles, videos, podcasts, case studies, tips, tricks  and much  more!

**STOP PRESS**

We’re super excited to announce Intelliflo’s Intelligent Office practice management system has been awarded ‘Approved Associate System’ status  in relation to the ISO22222 standard and The Paraplanner Standard™.  This is the first time ‘Approved Associate System’ status has been awarded to a technology-based system and it recognises the contribution Intelligent Office makes to planners and paraplanners striving to achieve high standards of best practice.

 

Michelle Hoskin, founder of Standards International, comments:

“We carried out detailed analysis of Intelligent Office to see how it measured up in supporting individuals seeking to achieve certification to our standards. We were extremely impressed at how planners and paraplanners who fully utilise the functionality of, and tools within, the system can demonstrate reaching the high standards demanded of both ISO22222 and The Paraplanner Standard™. It is a massive achievement for Intelligent Office to be awarded ‘Approved Associate System’ status and it is the first practice management system to do so. Others should watch what Intelliflo is doing with a close eye as they are clear leaders in this area, both within the UK and abroad.”

 

For further details, read the Intelligent Office press release here.

There’s more to pricing than just costs…

Michelle explains why this is true  in Illuminate here.

Make your exit a success…

Michelle outlines in  Money  Marketing  some of her best top tips when  it comes to  exit-planning.

Deliver the client journey you really want…

Read  Michelle’s tips for designing the ultimate client experience via  Illuminate here.

First paraplanner to achieve The Paraplanner Standard™

 

In July 2019 Reece Edwards of Nottingham-based Hampshire Hill Group  became the first person to achieve Certified International Professional Paraplanner™ (CIPP) status and we couldn’t be more proud!

 

In Reece’s own words:

‘Being the first paraplanner to be certified is a huge honour and an achievement I am very proud of. On a personal level, it has given me, as a Paraplanner, something to work towards each year in order to continue to improve. This is something I have felt has been missing within the Paraplanning community for some time. As time goes on, I feel like Paraplanners are going to become more and more important within financial services and would love to see more and more employers give their support to their paraplanners, as Hampshire Hill has done for me. In all honesty, the assessment itself with Michelle and Andrew was an enjoyable experience and the feedback given was constructive and helpful. Working within a firm with BS8577 and with 4 investment advisers with ISO 22222 gave me a huge “leg-up” in terms having processes in place in order to achieve the standard but the support I have been given from the firm has been invaluable and now I look forward to progressing and improving through my long (very long!) career.’

 

Read more about Reece’s appreciation for the standard and his experience of the assessment process in Professional Paraplanner.

Do you treat your team like you treat your clients?

Read Michelle’s article in Illuminate here.

Take time to plan your business strategy…

Michelle outlines in Citywire  why it’s key to take time for vital planning

Why you need to reconnect with your purpose…

Read why this is so important on Illuminate here.

Have you got what it takes to be a leader?

Running a business in financial services is no walk in the park! Here Michelle explains how to tackle common leadership hurdles.

Setting the standard…

Michelle discusses the benefits of quality standards in financial services for IFA Magazine.

One of our lovely clients, Nicola Watts of Jane Smith Financial Planning, explains to Financial Planning Today  how she has achieved her dream of  finding  work-life balance.

Watch here and contact  us at enquiries@standardsinternational.co.uk to turn this into an opportunity.

The WOWW! Hour™

Watch as Little Miss WOWW!™ catches up with Iain Mackie of Fraser Wealth Management.