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…