September 2017
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Latest Development - Paraplanner Pointers In Assocation with M&G Investments

  • Tips for exam preparation

    16 June 2017

    In this extended Paraplanner Pointers, Neil Clarke paraplanner with Montfort International, who has written exam questions in the past and marked the advanced (AF) exams for the CII, offers some of his tips for candidates when prepping to take their exams. When writing the advanced exam questions, the writers try to make them as...

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  • Useful Annual Allowance Calculator

    16 June 2017

    Jamie Barnes at Headley’s Financial Services looks at one of the tools he finds most useful. I find a very useful calculator, especially towards tax year end, is the Prudential Annual Allowance calculator. It is a simple downloadable Excel spreadsheet that works out whether a client has any carry forward allowance available to use,...

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  • How I approach a suitability report

    18 May 2017

    Rebecca Tuck at Magenta Financial Planning gives us her tips! I am lucky because Magenta Financial Planning is new company, set up in 2016, and before we launched I had the opportunity to look at our report templates and review the process from scratch, truly from a blank sheet of paper. What we did...

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  • Top tips for entering industry awards from a two-times winner

    16 January 2017

    In this article we ask Warren Bentham, two-times winner of the PFS Paraplanner of the Year award, for his tips on entering industry awards. Warren Bentham, head of paraplanning at 75point 3, now has three industry awards under his belt: PFS Paraplanner of the Year 2016 and 2013 and Professional Adviser Paraplanner of the Year...

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  • DB transfers – working to a deadline 

    8 December 2016

    Many of you will have seen the series of Pointers we ran from the presentation given by Benjamin Fabi, paraplanner with Jones Sheridan, on DB pensions transfers at the national Powwow.  Here he gives a final piece of advice when dealing with this complicated process. When gathering data from pension providers regarding the potential...

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  • Making time 

    8 December 2016

    Jenny Ryan, paraplanner with Baigrie Davis, says one of the issues that she has to contend with in a busy office is time management, particularly when it comes to working on ways to improve process efficiencies or to work on projects – things outside of the scope of the day-to-day work stream.  Jenny says:...

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  • Pointers: Creating Suitability Reports for DB transfers

    24 October 2016

    In our third pointers article on DB pension transfers, we report on the discussion at the recent Powwow on how paraplanners construct Suitability Reports for these pensions transfers. In the discussion lead by Benjamin Fabi, paraplanner with Jones Sheridan Financial Consulting, paraplanners said that on average their suitability reports for DB transfers were 30 to...

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  • Pointers when paraplanning DB transfers

    17 October 2016

    At the recent Paraplanner Powwow, Benjamin Fabi, paraplanner with Jones-Sheridan, ran a workshop on DB pensions transfers, providing several top tips for paraplanners who find themselves having to deal with these requests. We’ve broken down the workshop into three articles covering key areas of the process, which we will be running on the website...

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