Professional Paraplanner

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Income generating options for you in retirement, Mr Client

19 November 2018

Martin Jarvis, associate consultant, Mattioli Woods looks at how the various options to create retirement income could be explained to clients Generating a positive income stream can be a complex business. Throughout an individual’s working life, the process seems straightforward. Work, get paid, work get paid, work, get paid and so on. However, what happens...
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New tools from Architas look to help clients better understand risk

19 November 2018

Asset manager Architas has launched two new tools designed to help clients understand what they are investing in and break down the barriers some may feel about investing. Architas, part of the global AXA Group, said it had developed the new understanding risk and explore funds tools in partnership with advisers it works with,...
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Life assurer heat map plots income drawdown sustainability

19 November 2018

Less than half of income drawdown customers are taking an income with the likelihood it will last them for the rest of their life, Royal London has said. According to figures published by the pensions giant, 47% of customers have more than an 85% chance of their income lasting them for life, while 53%...
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Advisers trend towards caution as Brexit looms

18 November 2018

With Brexit a little over four months away, advisers are increasingly leaning towards a cautious investment strategy, new research from Canada Life has shown. Around one in three advisers (30%) say they are more likely to recommend investing in defensive stocks as a direct result of the vote to leave the EU, up from...
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Cashcalc invites suggestions for integration

18 November 2018

Cashflow planning software provider CashCalc is inviting its users to put forward integrations they would like to see CashCalc develop. It follows a recent announcement by the company that it has adopted an open integration policy, allowing CashCalc to integrate with a company if it will benefit both the adviser and their clients. Ray...
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Asia: The first signs of panic or cause for optimism?

18 November 2018

Robert Horrocks, chief investment officer, Matthews Asia takes a view I have been waiting for the first signs of real panic in Asia’s bear market. First, there was the question of why India had been so defensive, with its current account deficit, high structural inflation, strained banking system, difficult government finances and high valuations....
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Ethical investing – Thinking differently

15 November 2018

Rob Kingsbury spoke with Bryn Jones, manager of the Rathbone Ethical Bond Fund, about why he changed the ethical screening process and the way he balances achieving ongoing positive returns with the fund’s investment philosophy When Bryn Jones, manager of the £1.23bn Rathbone Ethical Bond Fund took over the running of the fund in...
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Millennials shown to lack financial education

15 November 2018

While the vast majority of millennials recognise the importance of saving money for the future, more than half (55%) have no financial plan in place, new research by Moneybox has revealed. More than three quarters (77%) admitted they have no clear idea of where they’ll be financially in 10 years’ time. The research, which...
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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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