March 2019


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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 <> and has been reproduced here with their permission. ...

  • 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...

  • 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...

  • 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...

  • 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,...

  • 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...

  • 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...

  • 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...