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Investment Committee Webinar: Dissecting income for 2020 and beyond
2 July 2020
Liontrust multi-manager buy continues M&A strategy
WINNERS OF THE PARAPLANNER AWARDS 2020
Professional Paraplanner is delighted to announce the winners of the Paraplanner Awards 2020. This year our Paraplanner Awards not...
Outsourced paraplanner adds two new services
Outsourced paraplanning firm PLUS Group is expanding the services it offers advice firms with the addition of a cashflow...
PCLS: Not as simple as it looks?
Jessica List, Pension Technical manager, Curtis Banks, considers the often complex rules and conditions applying to the pension commencement...
A good year: Alistair Cartwright, Clarion Wealth Planning
Paraplanner Team of the Year profile: Para-Sols
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...
The Scheme Pension trap
28 June 2020
Calculating Top Slicing Relief – with worked example
26 May 2020
Graeme Robb of Prudential's technical team, highlights the issues paraplanners should consider when undertaking a top slicing relief calculation
The 5 ‘Whats’ of trustee investment: Parts I – IV
In a series of four articles, Les Cameron, head of Technical Services, Prudential looks at the key issues to consider...
Can scheme pension continue to have a place in financial planning? Stephen McPhillips, technical sales director, Dentons Pension Management...
Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
ISSUE #JULY/AUGUST 2020
CLICK HERE TO ACCESS ONLINE OR DOWNLOAD IT AS A PDF HERE: ProfessionalParaplanner-July-Aug 2020 Inside our biggest issue yet...
ISSUE #JUNE 2020
CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020 What you’ll...
ISSUE #MAY 2020
CLICK HERE TO ACCESS THE ISSUE ONLINE OR AS A PDF HERE: PP_May 2020 Paraplanner profile Tony Slimmings, Managing...
14 July 2020
Investment Committee – Watch on Demand
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...