Professional Paraplanner

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Cashflow modelling – why we think it’s key

11 October 2018

The retirement income world has changed, throwing financial planning a few curved balls, says Jamie Evans, business development manager, Seven Investment Management Three years ago, planning for your client’s retirement got a lot more interesting, but also more difficult. Pension freedoms meant that annuities no longer needed to be the only choice for most...
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Independent directors delivering value for investment companies

11 October 2018

The Association of Investment Companies said investment companies with an independent board of directors are leading the way on governance which sets it apart from the open-ended industry. At a roundtable hosted by the AIC, a number of directors highlighted the role of investment company directors and gave examples of how their boards have...
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Does S&P 500 fall portend end to the bull run?

11 October 2018

Rory McPherson, head of Investment Strategy, Psigma Investment Management, looks at this week’s events on the US stock markets and whether this is the first sign of an end to the longest ever bull run. Events this week on US stockmarkets have raised further questions over whether the bull market rally, the longest ever, will...
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FCA Policy Statement PS18/20 – what you need to know

10 October 2018

ATEB Consulting’s Steve Bailey looks at the key points in the FCA’s ‘Improving the quality of pension transfer advice’ paper Hard on the heels of the rule changes that took effect from 1 October 2018, comes the final (for now) piece of the jigsaw of rules and pronouncements that the FCA has been working...
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Ratings for workplace and auto enrolment pensions published

10 October 2018

F&TRC has published its annual product and operational ratings for workplace pensions and auto-enrolment providers, designed to help adviser firms in their decision-making process. The financial research consultancy has awarded each provider with a gold, silver or bronze medal for their overall proposition as well as nine sub-categories. Those who scored gold across both...
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Time for the next recession?

9 October 2018

As the business cycle expansion continues, increasingly this question is being raised. Anthony Rayner, manager of Miton’s multi-asset fund range, takes a view This is the second longest US business cycle expansion according to the National Bureau of Economic Research, whose data go back to the 1850s. If there is no contraction before July...
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Balancing retirement income and wealth legacy options

9 October 2018

Peter Hopkins, technical director at AJ Bell, looks at the practical issues with which retirees now have to contend and the options they have when it comes to balancing the taking of income and leaving wealth to their beneficiaries. Since 2015, the temptation for some people to plunder their pension savings has become greater, especially when over 55...
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Pensions Dashboard will enable Open Pensions, says Origo

9 October 2018

The proposed Pensions Dashboard architecture will enable the financial services industry to deliver Open Pensions for the UK consumer, says Origo. The Fintech has published a paper, Pensions Dashboard to Open Pension’, in which it lays out how the proposals for a Pensions Dashboard architecture will introduce “the firm foundations required for the development of an...
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Featured Videos

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 info@researchinfinance.co.uk for more info.

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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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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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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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Possibly the best para-life-planning role in the world

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

Check out the role in the jobs section - www.professionalparaplanner.co.uk/jobs

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Standards International, Michelle Hoskin, MD gives an update on the paraplanning standard.

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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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