Professional Paraplanner

Latest Development

Supporting you in 2018 – Prudential’s 2018 End-Year Report

15 January 2019

We’re continually growing our hub to keep supporting you – sharing useful tools, new content including seminars and articles, videos and of course our dedicated life events hub. Watch out for ways we’ll support you throughout 2019. Here is a handy infographic to show what we have been up to in 2018. Click below...
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Why 25 is the magic number

15 January 2019

When you’re seriously up against the clock, with coursework deadlines or exams lurking menacingly on the not-too-distant horizon, it’s essential to use every moment of revision time wisely. Brand Financial Training suggests a technique that can help you to maintain focus. This post was originally published on the Brand Financial Training Blog at and...
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Death benefits within annuities and the tax payable

13 January 2019

The Prudential technical team look at the death benefits that can be provided if a member purchases an annuity contract, and the resulting taxes payable. These articles are for UK financial advisers and paraplanners only. Key points If death benefits haven’t been purchased by the annuitant, then nothing is payable when they die. If purchased at...
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Asset allocation: Why the strategic versus tactical debate matters

31 December 2018

Seen as the building blocks of a portfolio, strategic and tactical asset allocation processes should work in tandem to deliver on-target and risk-adjusted returns. Here, the two processes are analysed to see how they complement each other to deliver long-term results. Barry Widdows, Head of Multi-Asset Portfolio Management & Phil Butler, Multi-Asset Portfolio Manager...
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Capital markets research and modelling: The engine of a multi-asset portfolio

9 December 2018

As the universe of multi-asset solutions continues to grow, the key to delivering long-term, stable returns often relies on how well the underlying drivers of risk and return are understood and managed in a portfolio. But how easy is it to model the possibilities? Dipanjan Roy of PPMG explains. SAA- Engine of investment process...
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Rules of gifting by an Attorney or a Deputy – and the exceptions to them

12 November 2018

Being an attorney or a deputy is a responsible position, they look after someone else’s finances and manage their affairs on a day-to-day basis. So what can they do and what can’t they do, in respect of gifting? Prudential’s Helen O’Hagan looks at the roles and their responsibilities. Deciding whether to make a gift...
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The rise of the ‘new’ alternatives

1 November 2018

As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns. Michael Howard, Head of Alternative Investments at Prudential Portfolio Management Group (PPMG) explores. Hunt for uncorrelated returns Driven by the search for income in a prolonged low...
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Why the rules are less clearly defined for multi-asset funds today

21 October 2018

Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics will be key to achieving success according to Prudential Portfolio Management Group’s (PPMG) Andy Brown. The investment industry has been on a steep...
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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.

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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.

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In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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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.

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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.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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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

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Standards International, Michelle Hoskin, MD gives an update on the paraplanning standard.

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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.

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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.

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