Professional Paraplanner

Latest Development

The M&G Prudential learning matters seminars

15 October 2018

Majoring on the Macro “Prediction is very difficult, especially if it’s about the future” – Nils Bohr, Nobel Laureate As true as this might be, it doesn’t mean we shouldn’t try, especially with so many issues affecting global markets. So please join us for the next round of Learning Matters Seminars; Majoring on the...
READ ARTICLE
Scheme Pays: Can’t pay? We’ll take your pension away!

16 September 2018

Assuming they are in the fortunate position that they could afford to pay the tax charge on their own, should they pass up an offer for Scheme Pays and pay their own way? Prudential’s Jacqueline Clezy presents takes look at the options via a case study. If you need a refresher on the basics for working...
READ ARTICLE
Loan Trusts for Inheritance Tax Planning

12 September 2018

Prudential’s Helen O’Haga looks at the structure and use of loan trusts in financial planning, notably, inheritance tax planning. A loan trust is set up by the settlor who lends monies to the trustees who then invest these monies normally into a life assurance bond. Most companies offer these on either an Absolute or...
READ ARTICLE
A look at the OTS’s thoughts on savings income tax simplification

28 August 2018

Prudential’s Graeme Robb examines key areas from the Office of Tax Simplification paper on how the taxation of savings income can be simplified In May, Liz Hardie explored the consultation issued by the Office of Tax Simplification (OTS) regarding potential simplification of the inheritance tax (IHT) regime. That consultation has now closed and we will need...
READ ARTICLE
Prudential’s Guide to calculating Public Service Pension Input amounts

14 August 2018

The question we get asked most frequently about public service pension schemes is how to calculate pension input. It’s always been a messy business, but now that many members will have both final salary and career average benefits, you’ll need to be prepared to get properly submerged in the technicalities of benefit accrual. Because...
READ ARTICLE
Upcoming Webinar: Regulatory reality check

14 August 2018

Upcoming Webinar: Regulatory reality check Session: 23 August 9am, 11am and 2pm On this webinar, we have guest speaker Mike Barrett (Consulting Director) at Lang Cat. He’ll look at the key implications of Investment Platforms Market study interim report for financial intermediaries, the new costs and charges reports which will be issued by platform...
READ ARTICLE
Thoughts on tax, OEICs and Unit Trusts

5 August 2018

Prudential’s Helen O’Hagan looks at the tax situation of collective investment schemes Open Ended Investment Companies (OEICs) and unit trusts. Collective investment schemes are a form of investment fund that enables a number of investors to ‘pool’ their assets and invest in a professionally managed portfolio of investments, typically gilts, bonds, equities and perhaps property....
READ ARTICLE
Are your clients eligible for their free TV licence, but still saving into a pension?

25 July 2018

What are the rules for paying pension contributions after age 75? Jacqueline Clezy, Prudential technical manager, says if you haven’t a Scooby Doo how to answer, she is happy to help solve the Mystery Machine of pensions law on this subject. Not too long ago, when you reached age 75 any unused pension funds had to be...
READ ARTICLE

DEVELOPMENT CATEGORIES

Featured Videos

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 info@researchinfinance.co.uk for more info.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.
In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.
For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

To move through our carousel of videos and podcasts just click on the squares below.
Possibly the best para-life-planning role in the world

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

Check out the role in the jobs section - www.professionalparaplanner.co.uk/jobs

To move through our carousel of videos and podcasts just click on the squares below.
Standards International, Michelle Hoskin, MD gives an update on the paraplanning standard.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.