Professional Paraplanner

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Team Leader Seminar: Key management take-aways

23 February 2020

At the Professional Paraplanner Team Leader Seminar held in London this February, Jackie Boylan, Head of UK Advisor Platform FundsNetwork, spoke from her experience as a manager, and offered some key take-aways for delegates. Included in this were her 13 ‘non-negotiables of leadership.’ Here, we’ve summarise some of the key points from her presentation....
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Why VCTS are more relevant this year than ever

23 February 2020

PThe increased focus on pension contribution limits have brought venture capital trusts (VCTs) further into the advice spectrum, says Paul Latham, Octopus Investments. Advice firms are increasingly turning to venture capital trusts (VCTs) particularly as tightening limits on pension contributions have meant more clients need an alternative way to invest tax efficiently. It has made VCTs...
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Paraplanner view: How do we make our investments greener?

20 February 2020

In the first of three articles, Sharon Bray, senior paraplanner/head of Compliance at Taylor Money looks at our investment choices in terms of compromise and long term horizons “The trust in the natural world is changing. And we are totally dependent on that world. It provides our food, water and air. It is the...
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How demographics affect stock and bond market yields

20 February 2020

Demographic trends can be used by investors to predict both the stock and bond market yields, a new study suggests. According to research from Warwick Business School and Copenhagen Business School, US stock and government bond markets have tracked similar paths since the Second World War. Yields from both markets followed similar 20-year boom...
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Aegon rolls out mental health workshops

20 February 2020

Aegon UK has rolled out a series of mental health training workshops to help its managers improve their understanding of mental health in the workplace. The instructor-led, four-hour interactive workshops are designed to help managers learn how to spot signs of mental health problems or distress in their colleagues and provide the right support....
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Parmenion launches ‘Advise Her’ female targeted advice campaign

19 February 2020

Platform provider Parmenion has launched an advice campaign aimed at women in a bid to close the gap between female wealth and female investing. The “Advise Her” campaign aims to better address the financial needs of women, with generation X and millennial women representing a market worth over £36 billion in the UK. Parmenion...
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Pension transfer values regain lost ground

19 February 2020

Defined benefit (DB) transfer values regained much of the ground they had lost in the last quarter of 2019, according to XPS Transfer Watch, and the number of members taking a transfer value reached the highest level in almost a year. XPS Pensions Group’s Transfer Value Index rose almost 3% from £238,800 at the...
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Compliance: Research and due diligence – not the same thing

18 February 2020

Research and due diligence form part of the requirements to ensure good client outcomes, but they are separate requirements that need their own robust systems and controls, says ATEB’s Steve Bailey The FCA undertook a thematic review back in 2016 (TR16/1), which set out their findings on the research and due diligence processes carried...
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Featured Videos

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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