OCTOBER 2020
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LATEST
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Retirement journeys set to change ‘significantly’
30 September 2020
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Royal London enters Later Life Lending market
30 September 2020
CATEGORIES
MOST VIEWED
FCA’s changing view of suitability
ATEB Consulting’s Steve Bailey looks at how the FCA’s view of suitability and what that means in practice for...
Furloughed paraplanners – don’t worry about employment
Paraplanners who have been furloughed and are concerned that their company will not have a job for them should...
Court ruling on pension transfer IHT
The Supreme Court has ruled that a pension transfer made in ill health should not be subject to inheritance...
LATEST PROFILES
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Growth plan: Nathan Fryer and Siân Davies Cole, Plan Works
25 September 2020
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5 minutes with… Steve Bailey, director, ATEB
12 September 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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Lifetime Allowance UFPLS case study
30 September 2020
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TDQ: TEST YOUR KNOWLEDGE – ANSWERS
24 September 2020
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Tapered Annual Allowance and Carry Forward – new rules examined
Stephen McPhillips, technical sales director, Dentons Pension Management Limited looks at the new threshold and adjusted income definition amounts applicable...
Prudential relaunches Tax Relief Modeller with ‘Technical Shorts’ on tax calculation
Prudential has relaunched its online Tax Relief Modeller, alongside related technical video shorts.
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...
LATEST JOBS
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All locations
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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
JOBS FILTER
MOST VIEWED JOBS
Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
All locations
LATEST MAGAZINE EDITIONS
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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...
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SEPTEMBER 2020
DOWNLOAD your copy of the September 2020 issue of Professional Paraplanner HERE: Professional Paraplanner September 2020 In the issue...
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JULY/AUGUST 2020
CLICK HERE TO ACCESS ONLINE OR DOWNLOAD IT AS A PDF HERE: ProfessionalParaplanner-July-Aug 2020 Inside our biggest issue yet...
LATEST EVENTS
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Investment Committee Webinars: Income – how do we fix the problem?
30 September 2020
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Our first double webinar: NS&I and Prudential
22 September 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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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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Multi-Manager Forum: 9 September 2020
9 September 2020
Four of the leading multi-manager providers are coming together to host a virtual Multi-Manager Forum on 9 September 2020, 2:00pm – 3:15pm.
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Technical Insight Webinar: Maximum impact. Minimum time. Unleash the power of cashflow modelling.
Cashflow modelling is increasingly seen as an essential part of the financial planning process. Bringing financial plans to life when used interactively with clients and as a research tool for compliance. However, technology should always strive to do more to streamline processes and enhance the efficiency of both the adviser and paraplanner roles.
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Investment Committee Webinar: What prospects for bonds? Better than you may think
In this webinar BMO Multi-Manager team fixed income specialist Kelly Prior examines the fixed income market, looking in particular at the opportunity set and changes in the world of corporate bonds. REGISTER HERE Since the Global Financial Crisis, the real return for leaving cash in the bank has been negative. Consequently, savers and investors...
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Technical Insight Webinar – Paraplanner Pointers – FE Analytics
We are delighted to announce a new Technical Insight Webinar session. This is designed to help you build efficiencies into your investment research and analysis. FE fundinfo Training Consultant Jack Johnson takes you through some of the best tips and ideas in FE Analytics that no paraplanner should be without. Objectives – Learn how...
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Investment Committee Webinars – The importance of ESG integration in Fund Research
The importance of ESG integration in Fund Research: Understanding ESG with the BMO Multi-Manager People
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Investment Committee Webinar: Dissecting income for 2020 and beyond
14 July 2020
Professional Paraplanner invites you to join our next Investment Committee webinar, presented by Fidelity International, looking at the important topic of income, including practical tips in respect of the outlook for dividends.
READ ARTICLE
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