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  • Martin Vaughan

    Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...

  • Nathan Fryer – Plan Works

    Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation.  Nathan...

  • Martin Green – Chadney Bulgin

    Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning...

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  • Investment Committee: The rise in political and economic risk

    25 January 2021

    2021 will see a mix of risks, dominated by politics and economics, argues Anthony Rayner, Fund Manager, Premier Miton Investors. One of the big issues for markets currently is whether the economic rebound is sustainable.  The major challenge is the new round of Covid-related lockdowns, though there are of course policy responses that will mitigate some...

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  • Five quick tips to help you succeed in remote exams

    25 January 2021

    With remote invigilation now a part of the exam structure, Juno Baker of the London Institute for Banking and Finance, offers five top tips to help paraplanners ensure they are properly set up and ready for online exam conditions.  Remote examinations and assessments are becoming more popular, especially since Covid-19 and the subsequent lockdown...

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  • Dynamic Planner extends client tool to help meet MiFID II

    25 January 2021

    Dynamic Planner has extended its client reporting tool to help advisers address the different requirements of MiFID II regulation. The new rules stipulate that advisers must report a fund switch or rebalance to the client prior to a transaction. While 70% of platforms provide auto-rebalancing, advisers cannot rely solely upon this functionality without meeting advisers...

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  • Aegon shifts Retirement fund investments in net zero carbon bid

    25 January 2021

    Aegon has partnered with HSBC Global Asset Management to embed environmental, social and governance (ESG) criteria across its in-house workplace default range. From this month, key ARC workplace default funds will start to invest in the newly launched HSBC Developed World Sustainable Equity Index fund, with the aim of reaching a total of 30%...

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  • Threat to lifetime allowance protection on scheme buy-out

    24 January 2021

    A flaw in rules could lead to the loss of lifetime allowance protection on scheme buy-out. Charlene Young, senior technical consultant at AJ Bell explains According to recent correspondence, HMRC has taken the view that pension scheme buy-outs do not constitute “permitted transfers”. This has important implications for a small number of clients whose...

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Latest Development

When to use a SIPP or SSAS

What are the similarities and differences between a SIPP...

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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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Latest Events

2021: Seizing the new reality

3 February 2021

JOIN US for our first webinar of 2021 when Fidelity will present on investment prospects for 2021.

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PROTECTION ZONE

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.

    To move through our carousel of videos and podcasts just click on the squares below.

  • 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.

    To move through our carousel of videos and podcasts just click on the squares below.

  • 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.

    To move through our carousel of videos and podcasts just click on the squares below.

  • 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.

    To move through our carousel of videos and podcasts just click on the squares below.

  • 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.

    To move through our carousel of videos and podcasts just click on the squares below.

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

    To move through our carousel of videos and podcasts just click on the squares below.

  • 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.

    To move through our carousel of videos and podcasts just click on the squares below.

  • 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.

    To move through our carousel of videos and podcasts just click on the squares below.

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