OCTOBER 2020
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New technology ‘crucial’ to SIPP/SSAS sector
1 October 2020
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CATEGORIES
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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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Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
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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...
FEATURED JOB
Para-Sols is recruiting
All locations
Competitive Salaries Across All Roles
Following the recent Covid reboot, where we turned the world off and turned it back on again, it was apparent that more and more people (read paraplanners) were going to be working remotely and were doing so brilliantly. Para-Sols is embarking on a large growth phase. As we are now firmly ensconced in our second […]
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FEATURED RECRUITERS
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An award winning firm with a reputation for excellence, Cooper Parry Wealth offer a distinctly different approach to managing our clients’ wealth. Keeping ahead of the curve is a big part of who we are. One of our core values is ‘Make It Different; to us this means always looking to find a better way, being creative.
MORE ON Cooper Parry Wealth -
In Wealth Management Big does not usually mean Better. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and for us to unearth the hidden gems that often generate higher returns.
MORE ON EQ Investors -
The old financial players are dinosaurs. They’re big, strong and great at acquiring customers – but terrible at serving them. Complicated products. Clunky processes. Confusing jargon. But for many people – be they financial advisers or everyday savers – today’s challengers lack credibility. The digital world of ‘fintech’ may be slick and sophisticated, but it’s just too new to trust. At Octopus Labs, we take the best of both. We fuse track record and technology, expertise and UX, to build financial products the way they should be: trustworthy, rewarding and easy-to-use.
MORE ON Octopus Labs
Latest Jobs
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All locations
Competitive Salaries Across All RolesFollowing the recent Covid reboot, where we turned the world off and turned it back on again, it was apparent that more and more people (read paraplanners) were going to be working remotely and were doing so brilliantly. Para-Sols is embarking on a large growth phase. As we are now firmly ensconced in our second […]
FULL JOB SPECIFICATION -
Paraplanner – Wickham, near Fareham from £30,000 per annum plus benefits
South, South East England
From £30k plus benefitsFinancial Services Paraplanner – Wickham, near Fareham
We are an award-winning firm and aspiring to be one of the leading financial planning firms on the south coast for long term, lifestyle financial planning. We wish to do this by creating strong, long term and personal relationships with all our clients, empowering them to make life changing decision to maximise their lifestyle pre and post retirement. We achieve this through delivering forecasting, plans and portfolio enhancements with unrivalled customer care and regular updates and reviews.
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