Professional Paraplanner

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Maximising pension saving ahead of tax year end

4 March 2021

Dave Downie, technical manager at Standard Life, looks at three ways clients can maximise their pension saving ahead of tax year end A pension is still one of the most tax efficient ways for clients to save for retirement. Income tax relief on the way in, and the opportunity for tax-free cash on the way...
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Three biggest challenges facing later life planners

4 March 2021

Tax changes, market volatility and the cost of care are the three biggest challenges facing later life planners, according to Ingenious. Matt Dickens, senior business development director at Ingenious, warns that as the Government looks to plug the huge financial hole left by the Covid-19 pandemic, advisers face a planning dilemma. Dickens says: “Firstly, one...
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Institutional investors establish ESG as mainstream

4 March 2021

Institutional investors are turning ESG mainstream, as they increasingly look to adopt socially conscious investing across all asset classes. Yet consistent reporting remains an area of difficulty. Despite Covid-19 causing turbulence in the financial markets, a new study by bfinance found that one in three investors say the pandemic has resulted in greater attention for ESG...
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Why advice firms should consider an investment buddy

4 March 2021

Incorporating an investment buddy into a firm’s investment process can give access to the same range and depth of experience as much larger organisations, while still retaining full control, improving the firm’s business efficiencies while reassuring regulators, say John Calverley, chief economist, and James Chu, Head of Investment Solutions, Tricio Investment Advisors. One of the popular...
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Growth or value categorisation ‘misleading’

4 March 2021

Investment boutique ValuAnalysis has warned that categorising stocks into either ‘growth’ or ‘value’ can be misleading. Instead, the firm believes the correct continuum should be ‘low to high expected growth’. So-called ‘value’ stocks have outperformed since 9 November, when positive news of the Pfizer Covid-19 vaccine was announced and investor appetite shifted towards cheaper...
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Latest Development

Prudential Technical Budget webinar: 4 March 2021

Join the Prudential Technical team this Thursday for a...

Featured Job

Paraplanner – Leeds/High Wycombe – Up to £40,000

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Up to £40,000

Are you interested in working for a company that is progressive, innovative, and poised for continued growth? Are you keen to join a people-focused company that is working to engender diversity within the financial sector? A company that is using technology to their advantage rather than detriment? If so, Progeny is the way to go!

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Paraplanner – Leeds/High Wycombe – Up to £40,000

All locations
Up to £40,000
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Paraplanner – Up to £50k, subject to experience and qualifications

East of England, London (Central), South East England
Up to £50k, subject to experience and qualifications
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Latest Events

First Technical Insight Webinars 2021 announced

17 March 2021

Professional Paraplanner is pleased to announce the launch of the Technical Insight Webinars 2021.

Featured Videos

Our first double bill Technical Insight Webinar took place on Tuesday 22 September 2020 and featured Prudential and NS&I, looking at the building blocks of IHT planning and where trusts fit in and how cash is an essential part of any holistic financial plan.
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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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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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 [email protected] for more info.

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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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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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