March 2019


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Latest Development - Paraplanner Pointers

  • Microsoft OneNote

    9 June 2016

    Recently as part of our monthly Parameters survey we asked you to tell us what had been the best tip or time saver you’d used or discovered recently. We received numerous answers suggesting a range of tips, from using advanced formulas in Excel, the ever useful snipping tool, standard headings in report writing on...

  • What is your favourite bit of software?

    9 May 2016

    This pointers comes from the Personal Finance Society’s Purely Paraplanning conference. Richard Allum, MD of The Paraplanners, asked the panel of paraplanners what their favourite bit of software was and why. The three panelists were: Dan Atkinson, senior technician with EQ Investors; Jo Campbell, paraplanner with Para-Sols; and Elsa Ordonez Garcia, paraplanner for Vizion...

  • Pension calculations

    5 April 2016

    Our regular feature in which we talk to paraplanners – and others – about best practice, technology and quick tips that can make doing the job faster and more efficient. This tip comes from Ross Young, paraplanner with Sanlam Wealth Planning. He outlines a free-to-use tool he uses when undertaking pensions calculations. My pointer is the savings withdrawal...

  • Improving productivity

    4 March 2016

    Keith Boyes, paraplanner in Brewin Dolphin’s Edinburgh office, offers some practical solutions he uses when faced with work overload So you sit down, start your computer and in come a flood of emails, all urgent to someone of course. Let’s remember that pile of work in your drawer that you need to sift through...

  • Four tips to writing reports that clients will read

    8 February 2016

    Dan Atkinson, senior technical consultant with EQ Investors, offers four tips to writing reports that clients will read One of the key skills for any Paraplanner is to write clear effective reports. What do we think about when we write a report? In this article I want to give you some practical tips that...

  • Create your ideal week

    2 February 2016

    Pete Matthew, MD of Jacksons Wealth Management and founder of Meaningful Money, writes on his setting down his ideal week, and how it will help him meet his goals in 2016. This time of year is when many goals are set. I have recently set aside a whole day to outline my goals for...

  • Don’t just give clients a great service, Wow them!

    11 December 2015

    In this Pointers we report from Michelle Hoskin’s recent WOW! Workshop, in which the business consultant provided key pointers for helping a business to not just give its clients a great service but to Wow them. Michelle Hoskin’s WOW! Workshops are aimed at helping financial planning firms to take their business culture and their client...

  • CGT calculators

    12 November 2015

    Numerous platforms offer CGT calculators but be wary of relying on them, warns Kim Bendall, director of The Paraplanners  When you’re looking to sell down a client’s assets maybe from a general investment account (GIA) to meet a particular objective, or to generate income or as part of a portfolio rebalancing exercise, and you...