Professional Paraplanner | Development

Latest Development

The ‘What’ of Trusts – Gift Trust

20 April 2017

The concept of trusts can be confusing and complex for many paraplanners and advisers. Helen O’Hagan, Technical Manager at Prudential, explores the ‘what’ of gift trusts. We are going to take you through a simple and succinct journey of standard insurance company trusts over the next few months. We will start with gift trusts...
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It’s not high earners, it’s high income

11 April 2017

One of the hot topics for pension planners over the last year is the introduction of what is commonly referred to as “the tapered annual allowance for high earners”, which became effective on 6th April 2016. Les Cameron, Head of Technical at Prudential explores the subject. It is intended to restrict tax relief for...
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Drawdown rates

30 March 2017

Promulgation of a ‘safe’ withdrawal rate for drawdown investors is dangerous, argues Andrew Pennie, head of Pathways, Intelligent Pensions Recent research by Aegon and EValue declared the ‘rule of thumb’ safe withdrawal rates for drawdown are out of date but then went on to announce additional ‘rule of thumb’ rates based on a sliding...
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Corporate Investment boxset now on Prudential’s Knowledge TV

28 March 2017

Brand new to Prudential’s Knowledge TV is a seven-part CPD-accredited ‘Corporate Investment’ boxset. It’s likely that many corporate investors have surplus cash sitting on deposit, but with interest rates remaining at historically low levels, how can these companies make their money work harder? This boxset seeks to understand directors’ overarching concerns and explores how...
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Technical Special: Spring Budget Analysis 3

14 March 2017

In the third of four articles analysing details of the Spring Budget, Prudential’s technical team looks at the reduction to the Money Purchase Annual Allowance. In the last Autumn Statement the Chancellor announced a consultation on government proposals to reduce the Money Purchase Annual Allowance (MPAA) from its current level of £10,000 to £4,000. There...
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Technical Special: Spring Budget Analysis 2

13 March 2017

In the second of four articles analysing details of the Spring Budget, Prudential’s technical team looks at the imposition of a transfer charge on UK pensions moving overseas.
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Technical Special: Spring Budget Analysis 1

13 March 2017

In the first of four articles analysing details of the Spring Budget, Prudential’s technical team looks at the reduction in the Dividend allowance. In the 2016 Budget, then Chancellor of the Exchequer George Osborne announced that from the 2016/17 tax year the dividend credit would be removed and in its place a £5,000 zero...
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The mysterious case of the client with two basic rate bands

6 March 2017

The Scotland Act 2012 gave the Scottish Parliament the power to set the Scottish rate of income tax (SRIT). In due course, SRIT came into effect on 6 April 2016. Graham Robb, Senior Technical Manager at Prudential, explores. The Scotland Act 2016 then built on these powers and allowed the Scottish Parliament the power...
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Featured Videos

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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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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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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Is Brexit, a new Chancellor and a new Pensions Minister a toxic combination for pensions or a brave new dawn? Paul Speight, Head of Strategic Accounts at James Hay, looks at the current state of the pensions nation.

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Bobby Owen, Intermediary Distribution, Structured Equity Derivatives, Investec talks us through his experience at a speaker at the Technical Insight Seminar, London, 8th June 2016.

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Speaking at the Personal Finance Society’s Purely Paraplanning event, John Woolley takes delegates through the technical changes arising from the 2016 Budget.

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Podcast - Paul Speight, Head of Strategic Accounts at James Hay, discusses Upping ISA allowance and incentivising savers. These are just a few of the items on James Hay’s Budget wish list

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Podcast - Paul Speight, Head of Strategic Accounts at James Hay, discusses the changes to how dividends are taxed.

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Podcast - Should high earners ever intentionally take a hit on annual allowance? Paul Speight, Head of Strategic Accounts at James Hay, says the answer may be yes…