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Latest Development - Paraplanner Pointers

  • 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...

  • 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:...

  • Pointers: Creating Suitability Reports for DB transfers

    24 October 2016

    In our third pointers article on DB pension transfers, we report on the discussion at the recent Powwow on how paraplanners construct Suitability Reports for these pensions transfers. In the discussion lead by Benjamin Fabi, paraplanner with Jones Sheridan Financial Consulting, paraplanners said that on average their suitability reports for DB transfers were 30 to...

  • Pointers when paraplanning DB transfers

    17 October 2016

    At the recent Paraplanner Powwow, Benjamin Fabi, paraplanner with Jones-Sheridan, ran a workshop on DB pensions transfers, providing several top tips for paraplanners who find themselves having to deal with these requests. We’ve broken down the workshop into three articles covering key areas of the process, which we will be running on the website...

  • Dealing with insistent clients

    3 October 2016

    Dealing with insistent clients is a moral and practical issue for adviser firms. CATS Mel Holman offered advice on dealing with them. Speaking at the recent Paraplanner Powwow, Mel Holman, director of compliance company CATS offered some pointers on a practical and complaint process when dealing with clients who insist that they want to...

  • The revamped Office for National Statistics (ONS) website

    14 September 2016

    Government websites have never been renowned for being cutting edge but one site that used to be dire is now worth a revisit, according to Richard Allum, director of The Paraplanners. He recommends paraplanners take a look at the revamped Office for National Statistics (ONS) website. Richard points to the fact that not only...

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