October 2018


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Newsletter, Jobs & Event Alerts


  • Call out for our Nottingham Technical Insight Seminar

    6 August 2018

    If you’ve not signed up to our Technical Insight Seminar in Nottingham on 19 Sept this is your chance to do so. The event is free for paraplanners to attend and with 5 essential sessions lined up for you, it will be a half day very well spent. In addition, full attendance provides 3.75...

  • Just launches solution for scheme transfers

    3 June 2018

    Just Group has launched a new business, designed to overhaul the way trustees, pension scheme members and advisers implement and participate in scheme transfer exercises.  HUB Pension Solutions will focus on delivering solutions to employee benefit consultants, advisers, pension schemes and other UK businesses and to their members, customers and clients. The business, designed...

  • Norwich – Technical Insight Seminar – join our workshop on financial planning strategies around the Lifetime Allowance

    17 May 2018

    At the Norwich Technical Insight Seminar on 23 May, Fidelity FundsNetwork’s pensions specialist Paul Squirrell will be looking at the implications and rules around the Lifetime Allowance and what financial planning strategies can be put in place to mitigate the Lifetime Allowance or the tax payable. If you’ve not booked for the Norwich session...

  • Rory Percival tackles suitability reports at our Birmingham Seminar this week

    13 May 2018

    Rory Percival will be at our Birmingham Technical Insight Seminar on Wednesday 16 May tackling the issues around writing compliant, FCA-friendly suitability reports. (Limited space remain) BOOK HERE for our Birmingham event. Our events are free for paraplanners. Rory is a well-known figure in the industry, both for his role as technical specialist for the...

  • Suitability Report writing workshop with Rory Percival – Exeter Seminar

    26 April 2018

    Delegates attending our Woodbury Park, Exeter, Technical Insight Seminar will have a workshop session with Rory Percival discussing suitability report writing. This is a must-not-miss session to hear from an expert on this subject. Delegates will be divided into smaller groups for workshop sessions to allow for more in-depth questioning of presenters, which we...

  • Paraplanner of the Year Awards – deadline approaches

    17 April 2018

    Are you the Paraplanner of the Year. Is your Paraplanning Team a cut above the rest? Don’t miss out on your chance to gain one of these two accolades. The closing date for entries to the Paraplanner of the Year and the Paraplanner Team of the Year Awards are fast approaching. Entries require a 500-word...

  • 5 minutes with… Rory Percival

    3 April 2018

    This issue’s Q&A is with ex-FCA technical specialist, Rory Percival. Rory now runs his own consultancy focussed on professionalism and compliance in the advisory market. We asked him about his views on paraplanners, professionalism, file review and suitability (Rory is a confirmed speaker at our Exeter and Birmingham Technical Insight Seminars – we also...

  • Pension transfer values remain stable during February

    7 March 2018

    Pension transfer values as measured by the Xafinity Transfer Value Index remained stable during February 2018. The index was £231,000 at the end of January and £232,000 at the end of February but was down from 236,000 at the end of December 2017and had been close to 245,000 in April  2017. The difference between...