News and Insights

IWD Article
4th March 2025 | 5 min read

Parmenion 2025 gender and race diversity study results

The results are in! Our 2025 gender and race diversity study is here. Are we making enough progress - or is there still a long way to go? Take a look.
  1. #AdviseHer
  2. Investment
  3. Article
TYE Deadline Alarm
23rd January 2025 | 3 min read

ISA and SIPP deadlines 2024/2025

The tax year ends on Friday 4th April 2025. Here are the important deadlines you need to know.
  1. #Stayinformed
  2. Article
Spotlight On Infosec (9)
5th March 2025 | 10 min read

AI voice scams – CPD guide for financial advisers

Parmenion's Head of Cyber & Resilience, Sarah Coles reviews recent cyber-security threats and shares her lessons on how you can stay better protected.
  1. Information Security
  2. Article

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WEBSITE HERO Family Grouping
20th March 2025 | 2 min read

Client grouping upgrade

Copy Of Pat Budget A4 Half (600X493px) (1200 X 673 Px)
20th January 2025 | 3 min read

Martin Jennings' 2025 Platform Predictions

Service
7th January 2025 | 1 min read

2024 service round up

PRI
17th December 2024 | 2 min read

Principles for Responsible Investment - Strong 2024 results

An illustrative graphic with a warm orange gradient background, titled 'Parmenion Progress Report'. There are four white outlined icons connected by a dotted arc: a star, an adjustment control with sliders, a checkmark inside a shield, and a line chart with an upward trend. Each icon is encircled and linked to emphasize progression. The design includes decorative elements such as small dots and sparkles, adding a festive or celebratory feel to the report.
16th December 2024 | 5 min read

Progress Report - 2024 Wrap Up

Standard Resize (3)
12th December 2024 | 2 min read

Client Grouping is live

95% of the profession have had to apologise to their clients on behalf of providers in the last year.
28th November 2024 | 3 min read

Why are advisers still tolerating poor platform service?

Miniature ornate gold weighing scales on a desk next to a laptop
14th November 2024 | 3 min read

The real cost of choosing cheap investment platforms

A display of three pages of our newly designed investment management report. Includes colour carts, tables and graphs
28th October 2024 | 3 min read

New look Investment Management Reports (IMRs) are here

A weathered wooden staircase with handrails leads up through a sandy dune covered with tall grasses, disappearing into a foggy, overcast sky.
24th October 2024 | 3 min read

Tiered Adviser Charging is live

A display of three pages of our newly designed investment management report. Includes colour carts, tables and graphs
14th October 2024 | 3 min read

Our Investment Management Reports (IMRs) are changing

A smartphone screen displaying our new Payit function which is a payment processing interface transferring money from a client's bank account to Parmenion.
1st October 2024 | 3 min read

Online payments are here

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