Professional Paraplanner | Paraplanner Pointers

Latest Development - Paraplanner Pointers

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...
READ ARTICLE
Make things simpler with Prudential’s Extracting Company Profits tool

26 February 2018

Prudential’s suite of tools and calculators can help generate discussions with clients. One of the most popular one just now is the Extracting Company Profits tool. This tool helps you discuss the different options clients have for extracting profits from their business. You can input a client’s current remuneration structure and highlight how adjusting...
READ ARTICLE
Tips for exam preparation

16 June 2017

In this extended Paraplanner Pointers, Neil Clarke paraplanner with Montfort International, who has written exam questions in the past and marked the advanced (AF) exams for the CII, offers some of his tips for candidates when prepping to take their exams. When writing the advanced exam questions, the writers try to make them as...
READ ARTICLE
Useful Annual Allowance Calculator

16 June 2017

Jamie Barnes at Headley’s Financial Services looks at one of the tools he finds most useful. I find a very useful calculator, especially towards tax year end, is the Prudential Annual Allowance calculator. It is a simple downloadable Excel spreadsheet that works out whether a client has any carry forward allowance available to use,...
READ ARTICLE
How I approach a suitability report

18 May 2017

Rebecca Tuck at Magenta Financial Planning gives us her tips! I am lucky because Magenta Financial Planning is new company, set up in 2016, and before we launched I had the opportunity to look at our report templates and review the process from scratch, truly from a blank sheet of paper. What we did...
READ ARTICLE
Top tips for entering industry awards from a two-times winner

16 January 2017

In this article we ask Warren Bentham, two-times winner of the PFS Paraplanner of the Year award, for his tips on entering industry awards. Warren Bentham, head of paraplanning at 75point 3, now has three industry awards under his belt: PFS Paraplanner of the Year 2016 and 2013 and Professional Adviser Paraplanner of the Year...
READ ARTICLE
DB transfers – working to a deadline

8 December 2016

Many of you will have seen the series of Pointers we ran from the presentation given by Benjamin Fabi, paraplanner with Jones Sheridan, on DB pensions transfers at the national Powwow. Here he gives a final piece of advice when dealing with this complicated process. When gathering data from pension providers regarding the potential...
READ ARTICLE
Making time

8 December 2016

Jenny Ryan, paraplanner with Baigrie Davis, says one of the issues that she has to contend with in a busy office is time management, particularly when it comes to working on ways to improve process efficiencies or to work on projects – things outside of the scope of the day-to-day work stream. Jenny says:...
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.