DECEMBER 2020
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Platforms e-signature functionality nearly doubled since April
30 November 2020
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Could UK income rebound in 2021?
30 November 2020
CATEGORIES
MOST VIEWED
New Letter of Authority service could be a ‘game changer’
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Kim Bendall launches outsourced paraplanning firm
Kim Bendall has launched her own firm, Go Paraplanning, and is looking to provide tailor-made support services to new...
Aggregated costs and legacy trail commission disclosure
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...
LATEST PROFILES
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Aishling Costello, Fidelius Group
26 November 2020
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Where are they now? Blake Ellis
26 November 2020
MOST VIEWED PROFILES
Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...
Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan...
Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning...
LATEST DEVELOPMENT
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TDQ: Test Your Knowledge: Answers – December 2020
26 November 2020
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TEST YOUR KNOWLEDGE: QUESTIONS – December 2020
26 November 2020
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Deep dive into Gifting and Inheritance Tax
The Prudential technical team examine Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs), their interaction with each other and...
Pension death benefits – who should receive them?
There are several good tax reasons why an individual might look beyond their spouse in respect of the beneficiaries...
Offshore Bonds Taxation explained
The Prudential Technical Team examine Offshore Bonds and how are they taxed for individuals and personal representatives.
LATEST JOBS
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Paraplanner – Leeds/High Wycombe – Up to £40,000
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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, London (Central), South East England
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MOST VIEWED JOBS
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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, London (Central), South East England
Paraplanner – Leeds/High Wycombe – Up to £40,000
All locations
LATEST MAGAZINE EDITIONS
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DECEMBER 2020
INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can...
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NOVEMBER 2020
INCLUDING: Business Property Relief Social Eight pages of insight into when and how BPR may be used within financial and...
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OCTOBER 2020
DOWNLOAD your copy of the October 2020 issue of Professional Paraplanner HERE: Professional Paraplanner Magazine October 2020 Paraplanner profile...
LATEST EVENTS
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NEW WEBINAR: Death Benefits – SIPPS and SSAS
2 December 2020
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...
Latest Events
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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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NEW WEBINAR: Death Benefits – SIPPS and SSAS
2 December 2020
Join Dentons’ Technical Sales Director, Stephen McPhillips, for an ALL NEW Technical Insight Webinar.
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Investment Committee Webinar: Painting a picture of the New Economic Order
Investment Committee Webinar: Painting a picture of the New Economic Order
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Investment Committee Webinar: Volatility – what it means to you and your clients
21 October 2020
In this webinar, BMO team member Paul Green examines what volatility means to the various participants in the financial planning process: clients, advisers/paraplanners, and fund managers.
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Investing in a sustainable future
11 November 2020
A new virtual event from Fidelity International.
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Pensions ‘In-Depth’: Tax Relief and Annual Allowances + Q&A
20 October 2020
Technical Insight Webinar - Pensions ‘In-Depth’: Tax Relief and Annual Allowances - Plus Q&A
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Investment Committee Webinars: Income – how do we fix the problem?
30 September 2020
Finding income – a huge issue for those requiring a steady income stream and for investors in general – needs fresh thinking, the BMO team argues.
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Our first double webinar: NS&I and Prudential
22 September 2020
Join us for our first double webinar featuring Prudential and NS&I, looking at the building blocks of IHT planning and where trusts fit in and how cash is now an essential part of any holistic financial plan.
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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 ARTICLETechnical 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