Latest Development - Paraplanner Pointers

• 

  5 Revision Methods to try out in 2019 – which one best suits you?

  18 February 2019

  How do you find the study method that best suits you? Brand Financial Training takes a look at a selection of the different techniques that are available to help you commit information to memory.   This post was originally published on the Brand Financial Training Blog at <https://brandft.co.uk/5-revision-methods-to-try-out-in-2019-which-one-best-suits-you/> and has been reproduced here with their permission. ...

  READ ARTICLE
• 

  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