October 2018
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PROFESSIONAL PARAPLANNER
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Cashflow modelling – why we think it’s key
11 October 2018
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Independent directors delivering value for investment companies
11 October 2018
CATEGORIES
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Rory Percival provides insight into FCA thinking on Defined Benefit Transfers suitability
Defined benefit (DB) transfers remain topical and the Financial Conduct Authority (FCA) continue to find problems in this market....
Pension switching – analysis of a FOS decision
A recent decision by the FOS to uphold a complaint against Intrinsic Financial Planning highlights several issues with how...
Are you prepared for new FCA rules on pension transfers, conversions and opt-outs?
ATEB Consulting’s Steve Bailey looks at what is expected when the latest rules on pensions transfers come in on...
LATEST PROFILES
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6 August 2018
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MOST VIEWED PROFILES
Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan...
Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...
Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning...
LATEST DEVELOPMENT
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The M&G Prudential learning matters seminars
15 October 2018
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Scheme Pays: Can’t pay? We’ll take your pension away!
16 September 2018
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Are your clients eligible for their free TV licence, but still saving into a pension?
What are the rules for paying pension contributions after age 75? Jacqueline Clezy, Prudential technical manager, says if you haven’t a Scooby...
Prudential’s Guide to calculating Public Service Pension Input amounts
The question we get asked most frequently about public service pension schemes is how to calculate pension input. It’s...
Thoughts on tax, OEICs and Unit Trusts
Prudential’s Helen O’Hagan looks at the tax situation of collective investment schemes Open Ended Investment Companies (OEICs) and unit trusts....
LATEST JOBS
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North West England
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Paraplanner – Home Based – £35k-£45k
East Midlands Region, South East England, South West England, West Midlands
JOBS FILTER
MOST VIEWED JOBS
Paraplanner – Home Based – £35k-£45k
East Midlands Region, South East England, South West England, West Midlands
South West England
Part Time Paraplanner – Buckinghamshire
South East England
LATEST MAGAZINE EDITIONS
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October 2018
Welcome to the October 2018 issue of Professional Paraplanner For this issue’s Paraplanner Profile, editor Rob Kingsbury spoke to...
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September Issue
In your September issue of Professional Paraplanner Paraplanner profile Editor Rob Kingsbury spoke to the paraplanning team at Chadney...
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July / August Issue
In your bumper edition of Professional Paraplanner this month we have two specials for you: Click here to read...
LATEST EVENTS
PAST EVENTS
Technical Insight Seminar – June 2015
Professional Paraplanner launched its first Technical Insight Seminar on 9 June 2015 at the Grange St Paul’s Hotel, London....
Technical Insight seminars return – Register now
They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding...