Professional Paraplanner

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Lifetime Allowance testing issues – with examples

31 May 2020

Steve Bailey, director of ATEB Consulting, examines the rules around the Lifetime Allowance, when and how the LTA is tested and digs down into when the second LTA test applies, with examples The Lifetime Allowance (LTA) is the limit below which a person can crystallise benefits from their pension, without being subject to paying...
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Fears for retirement plans

31 May 2020

Nearly one in three Britons fear the economic downturn could wreak havoc on their retirement plans, according to new research from Sanlam. The investment group said 29% of people now fear the sharp drop in financial markets amid the Covid-19 outbreak could threaten their retirement goals, up from 20% in 2019. It has overtaken...
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Wealth Wizards launches client financial survival toolkit

31 May 2020

Financial planning group Wealth Wizards has launched a financial survival toolkit to help people impacted by the Covid19 pandemic. The toolkit, which can be accessed through the firm’s advice engine Turo, offers guidance in areas such as how to cope if your work situation changes and how to create a new household budget. It...
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TDQ: TEST YOUR KNOWLEDGE – ANSWERS

28 May 2020

As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...
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Savers underestimate retirement income needs by £100k

28 May 2020

Savers are underestimating the amount they will need to retire comfortably by £100,000 new research has shown. In a survey of 2,000 people carried out by financial advisory group Foster Denovo, 64% of respondents believe they will have enough to retire on with an average amount of £125,700. However, previous research by consumer group...
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Latest Development

Calculating Top Slicing Relief – with worked example

Graeme Robb of Prudential's technical team, highlights the issues...

Featured Job

Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits

South, South East England
From £30k plus benefits

Financial Services Paraplanner – Wickham, near Fareham We are an award-winning firm and aspiring to be one of the leading financial planning firms on the south coast for long term, lifestyle financial planning. We wish to do this by creating strong, long term and personal relationships with all our clients, empowering them to make life changing decision to maximise their lifestyle pre and post retirement. We achieve this through delivering forecasting, plans and portfolio enhancements with unrivalled customer care and regular updates and reviews.

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Latest Jobs

Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits

South, South East England
From £30k plus benefits
FULL JOB SPECIFICATION

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Latest Events

COVID-19 and our Events

Given the fast-changing situation around COVID-19, we wanted to provide an update regarding the Professional Paraplanner events for 2020....

Featured Videos

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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