Professional Paraplanner

MAY 2021
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LATEST

Flexi-retirement trend increasing

6 May 2021
UK outlook: GBP is missing piece for international investors

6 May 2021

LATEST PROFILES

Paul Robertson, The Martin Gallier Project (ex Parkgate)

30 April 2021
One and done: We talk to Parmenion’s Laura Barnes

30 April 2021

LATEST DEVELOPMENT

How to nail tax in your financial planning exams

6 May 2021
Lifetime allowance (LTA) – uncrystallised funds pension lump sum (UFPLS) case study

4 May 2021

DEVELOPMENT CATEGORIES

LATEST JOBS

Paraplanner – Harrogate – c£35,000+, dependent on experience

Yorkshire
Paraplanner – Leeds/High Wycombe – Up to £40,000

All locations

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LATEST MAGAZINE EDITIONS

ISSUE #MAY 2021

MAY 2021

The May 2021 issue of Professional Paraplanner magazine is now live. Are you signed up to the Professional Paraplanner...

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ISSUE #APRIL 2021

APRIL 2021

Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...

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ISSUE #MARCH 2021

MARCH 2021

Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...

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LATEST EVENTS

NEW Investment Committee Webinars

26 May 2021
The roaring 2020s: What to expect from the next decade

15 June 2021

PAST EVENTS

Technical Insight Seminar – June 2015

Professional Paraplanner launched its first Technical Insight Seminar on 9 June 2015 at the Grange St Paul’s Hotel, London....
Technical Insight seminars return – Register now

They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding...

ALL EVENTS

Latest Events

NEW Investment Committee Webinars

26 May 2021

Professional Paraplanner is delighted to be launching a new series of Investment Committee Webinars. We start with a new series in association with the AIC: Investment Trust Insights.
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The roaring 2020s: What to expect from the next decade

15 June 2021

Fidelity International's James Bird returns with another of his popular talks the investment road ahead.
READ ARTICLE
Dentons Scotland and South West webinars announced

We are delighted to announce two more Regional Webinars to be presented by Stephen McPhillips, Technical Sales director Dentons, for Scotland and the South West.
READ ARTICLE
Webinar: The endearing complexity of investment bonds

Transact return to the Technical Insight Webinars with a session entitled: The endearing complexity of investment bonds. Join Brian Radbone and Natasha Walker of Transact for this new webinar for 2021, which they are delivering on a regional basis. Investment bonds have, in some eyes, a bit of a tainted past, but they continue...
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First Technical Insight Webinars 2021 announced

17 March 2021

Professional Paraplanner is pleased to announce the launch of the Technical Insight Webinars 2021.
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2021: Seizing the new reality

3 February 2021

JOIN US for our first webinar of 2021 when Fidelity will present on investment prospects for 2021.
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PENSIONS ‘IN-DEPTH’ – THE LIFETIME ALLOWANCE

16 December 2020

Paul Kennedy & Paul Squirrell of Fidelity FundsNetwork take an in-depth look at some of the law and mechanisms underpinning the pensions lifetime allowance.
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Technical Insight Webinar: FE Analytics – Creating faster more effective client reports

8 December 2020

2020 has seen a big increase in the provision of online services to clients so effective client reporting is more important than ever. In this webinar, FE fundinfo Training Consultant Jack Johnson takes you through some great tips and ideas to help make your client reporting more engaging and quicker to create.
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PAST EVENTS

Technical Insight Seminar – June 2015

Professional Paraplanner launched its first Technical Insight Seminar on 9 June 2015 at the Grange St Paul’s Hotel, London....
READ ARTICLE
Technical Insight seminars return – Register now

They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding...
READ ARTICLE

Featured Videos

Our first double bill Technical Insight Webinar took place on Tuesday 22 September 2020 and featured Prudential and NS&I, looking at the building blocks of IHT planning and where trusts fit in and how cash is an essential part of any holistic financial plan.
In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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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.

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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 [email protected] for more info.

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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.

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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.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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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.

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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.

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