Professional Paraplanner | Development

Latest Development

Pensions Tax Relief – A reliable source of free money

12 February 2018

Winning the lottery has its appeal, who wouldn’t like turning the cost of the ticket into a fortune? Pensions tax relief in essence gives you free money (albeit with a lesser return than a lottery win). To keep the gambling analogy going, if there was a fruit machine that would pay you out net...
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Planning Matters 2018 – delivering your client’s income needs

8 January 2018

Prudential are running 22 seminars across the UK between 24 January and 22 March 2018. Prudential will focus on pensions, investments and income. The seminars will cover: • Regulatory requirements for pension transfers • What lies beyond bonds, equities and real estate for multi-asset funds • The impact on portfolios of different Brexit scenarios...
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Look before you leap – testing the depth of annual allowance

2 January 2018

You wouldn’t dive in to a swimming pool before checking there was enough water below the surface. So why would you dive in to paying an individual pension contribution before checking you had sufficient annual allowance? Let’s look at how you would work out the maximum individual pension contribution for a client who already...
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Indexation changes (from 1 January 2018)

20 December 2017

In this article we explore last month’s Budget announcement that for corporation tax purposes there is to be a removal of capital gains indexation allowance from 1 January 2018. Key points • The change will impact some (not all) gains arising in UK life funds • Indexation will not disappear suddenly, but instead gradually...
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Prudential Oracle Regulatory Special

12 December 2017

Welcome to Prudential’s special edition of Oracle. Why’s it special? They have moved away from the usual legislative world of tax, trust and pensions that they normally cover. In this edition their looking at some hot topics in the regulatory world. If you didn’t manage to come along to Prudential’s recent TRIP seminars they...
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In the words of Bananarama ‘It ain’t what you do (it’s the way that you do it)’

27 November 2017

As a result of gradual reductions to the standard Lifetime Allowance (LTA) over the last few years, more and more clients are now subject to a LTA excess. Where a client’s benefits exceed their LTA there is no way to avoid the excess tax charge. However, where they have a mixture of defined benefit...
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Vulnerable clients and the pension journey

21 November 2017

Failure to consider the needs of vulnerable clients could clearly result in poor client outcomes and it also constitutes non-compliance with the FCAs principles, rules and expectations. Clare Moffatt, Senior Technical Manager at Prudential looks at this topical area in detail. Such is the importance attached to the issue of vulnerable clients, the FCA...
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Budget webex – Sign up now

20 November 2017

Chancellor of the Exchequer Philip Hammond will deliver the first Autumn budget (although the second budget of 2017) on Wednesday 22 November. In the world of movies, the sequel is usually worse than the original, but post the General Election in June will this sequel be better? To keep the analogy going, will this...
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DEVELOPMENT CATEGORIES

Featured Videos

We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what Rory Percival had to say about his very popular session.

The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join over 700 of your fellow paraplanners who have registered to attend, Email info@researchinfinance.co.uk for more info.

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In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

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In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Possibly the best para-life-planning role in the world

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

Check out the role in the jobs section - www.professionalparaplanner.co.uk/jobs

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Standards International, Michelle Hoskin, MD gives an update on the paraplanning standard.

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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