For an increasing number of clients, thinking beyond pensions and ISAs can add significant value to their tax planning and diversification.
NOTE – CPD not applied for viewing via recording
Not so long ago, an Enterprise Investment Scheme (EIS) or Venture Capital Trust (VCT) was a relatively rare investment to recommend. But today, with freezes to legislation like the lifetime allowance on pensions, high earners are looking for opportunities to diversify their investments and become more tax efficient.
Join Charlotte Fairhurst, Strategic Partnerships Manager at Octopus Investments and Elliot Gee. BDM for the North West for a session, where they will cover:
Key investment risks
Our sister company Research in Finance is currently running a online survey aimed specifically at paraplanners, advisers and employee benefit consultants.
If you are a paraplanner (or an adviser of course) and you are currently involved in corporate pension work please email Richard Ley to request a link to take part in the survey. Once the survey quota has been reached (later this morning) it will close, so please act fast if you wish to be considered. As a thank you for your time, all qualifying participants fully completing the survey will receive a £10 voucher to spend at Amazon, and have the option to donate a portion of that to our charity partner: The Trussell Trust
The survey should take approximately 10 minutes to complete.
Only one response will be accepted per person.
Research in Finance will always respect your privacy. All information supplied will remain anonymous, comments/responses will not be attributed to individuals. Research in Finance fully abides with the Market Research Society (MRS) Code of Conduct and GDPR.
For more about Research in Finance please visit their website at www.researchinfinance.co.uk
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers are invited to take part in some fantastic research projects and also be rewarded for their time.
RiF has been engaged by a major financial services firm who are interested in understanding views from paraplanners about investment platforms that are currently used by the financial community.
The research quota of male paraplanners has already been reached, however RiF are short of views from female paraplanners – please note if you have already been invited by email and taken part in the study you are not eligible to take part again. Once the quota has been reached the survey will automatically close so please do act quickly if you’d like to be involved!
The survey should take approximately 15 minutes to complete and you are able to continue at another time by returning to this link.
All invited participants completing the survey will receive, within five working days, a voucher to the value of £10 pounds to spend at Amazon, and have the option to donate a portion of that to our charity partner, The Trussell Trust. One response will be accepted only per female paraplanner and only considered responses will be qualify for the voucher.
If you would like to participate in this study please click on the following link:
PLEASE NOTE THE QUOTA HAS NOW BEEN REACHED – if you would like to be invited to further studies from RiF visit Join the Panel ~ Research in Finance to sign up! Thank you!
Research in Finance will always respect your privacy. All information given at any stage of the research will be treated as strictly confidential. Research in Finance abides by the Market Research Society (MRS) Code of Conduct and GDPR. For more information please see our Privacy Policy at: https://researchinfinance.co.uk/more-information/privacy-policy
Should you have any queries please direct them to [email protected]
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Hear from Robert Thorpe, Managing Director, Head of Intermediary Distribution, UK & Europe
We are pleased to announce that the multi Professional Paraplanner award winners FE will be running a workshop at the Cardiff Technical Insight Seminar at the Vale Resort tomorrow.
They will be joining the likes of Rory Percival, FundsNetwork, Dentons Pensions and CashCalc at what will be an extremely useful event for paraplanners. As always the event is free for paraplanners and those in a similar job function and is CPD accredited. This will be our first visit to Wales so we would like to see as many paraplanners as we can attend. The event kicks off at 9am and will finish early in the afternoon should you need to return to the office.
If you would like to join us – please drop Louisa Hooper an email at [email protected]. If you would like to see the other dates for 2019 and register for an event near you – please click here.
Details of the FE session are below:
Enhance your Analytics
Explore features that will unlock additional insight, enhance your reporting, and streamline your use of Analytics; helping you get cases over the line faster and more frequently.
Analytics is a powerful tool providing access to over 300,000 instruments and includes over 80 features that can be used to pick, analyse and report on them. While those numbers may sound daunting they do break down quickly:
– You have more than 6 features to search and filter funds or portfolios to distil those 300,000 instruments to a shortlist suited to the task at hand
– Over 20 different charts and 7 tables that can be used to analyse them
– The ability to build portfolios and a suite of tools to assist in designing them
– More than 10 separate reports, and 5 different factsheets to communicate fund or portfolio characteristics to clients
– 5 different ratings to assist your analysis
– All complemented by a host of tools to support your process and streamline use
In summary, it is a versatile tool that is used in many different ways by many different people. The training events are there to help you find the suite of tools that best complement your process and ensure you are comfortable using them.
The last round of roadshow events hosted by FE around the country have been an excellent opportunity to get in the room with Analytics users, share knowledge of the tool, and receive user stories and feedback in return. It was great to see that, when asked how likely they would be to recommend the training events to a colleague on a scale of 1-10, over 80% awarded the event 8 or above.
So come and join us in Cardiff on 26th June to explore, and optimise your use of Analytics.
We are looking for proven authors to help us with the creation of learning materials for a new learning package for Paraplanners.
Please note this will be a paid for contract.
You will be a current practitioner working in a financial services environment who has the necessary up-to-date knowledge and experience to be able to write authoritatively on a range of subject areas relating to Paraplanning, including financial advice, taxation, pensions, investments.
An understanding of current financial legislation as well as FCA and PRA regulations is essential as is the ability to write clearly, logically and methodically. You will need to be able to write in a style that is accessible and relevant to students of all ages, cultures and backgrounds. The learning materials are available as hard copy textbooks and in a pdf format on our internal course websites. They are structured in chapters with tables and diagrams to break up the text. All our learning materials are updated every year to take account of the Chancellor’s Budget changes and this work is usually undertaken by the original author ensuring consistency and integrity of the text.
This work would also suit a tutor or lecturer who would like to share their knowledge of the financial services industry. We will welcome freelance subject experts as this role allows you to work remotely and flexibly from home in your own time.
If you feel that you have the necessary skills and experience to work with us on this then please apply to Professional Paraplanner – by emailing [email protected] with details of why you should be considered for this opportunity.
Partner Content:
The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. Capital at risk.
https://www.youtube.com/watch?v=SL3tYkzw6Yo
