Professional Paraplanner

Latest

May resignation could lead to recession, warns Schroders economists

24 May 2019

Schroders’ economics experts share their views on the potential impact of Theresa May’s resignation, announced for 7 June, and Boris Johnson as favourite to become the UK’s next Prime Minister. Theresa May’s announcement that she will be stepping down as Prime Minister on 7 June will trigger a Conservative Party leadership contest, the winner...
READ ARTICLE
Digital vault for life important documents launching for adviser clients

23 May 2019

A new digital platform to help clients of adviser firms to securely organise, store and share their most important life information is currently under beta testing with a view to launch in June. The SecureTheFile platform will be offered through professional services – first to financial advisers and then to accountants and solicitors –...
READ ARTICLE
HMRC IHT receipts down in April but still ‘unusually high’

23 May 2019

Inheritance tax receipts decreased by £64 million in April but were still significantly higher than in the same period of last year, the latest figures from HM Revenue and Customs have shown. In April, IHT receipts totaled £473 million, down from £537 million in March, marking a drop of 12% month on month. However,...
READ ARTICLE
New income fund research service from Dynamic Planner

23 May 2019

Dynamic Planner has launched a new research service focused on income funds, aimed at helping advisers to make sustainable, risk-adjusted fund recommendations to their clients. The service will look at income funds from seven asset managers. It will provide information on their philosophy and process and risk management controls as well as additional details...
READ ARTICLE
Over 55s failing to reduce their IHT bills

22 May 2019

The majority of over-55s are not utilising the wealth of options available to reduce the inheritance tax bill on their estate, new research from Canada Life has shown. According to the findings, less than two in five (35%) UK adults aged 55 and over have given or plan to give gifts that they would...
READ ARTICLE
Is your investing sustainable? asks Rathbone’s David Coombs

22 May 2019

With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments David Coombs preaches the importance of good shock absorbers for investment portfolios After suffering one of the worst Decembers on record, these mood-swinging markets are back on a high. This might be a good time to check whether your portfolio is ready...
READ ARTICLE
Ros Altmann appointed ambassador for financial services Transparency Task Force

22 May 2019

Baroness Ros Altmann has been appointed the 100th ambassador for The Transparency Task Force, the London-based organisation founded by Andy Agathangelou in 2015, which aims to increase levels of transparency, truthfulness and trustworthiness in the financial services sector. Former UK pensions minister and current member of the House of Lords, Baroness Altmann (pictured) has a specific...
READ ARTICLE
Beware sharp difference in pensions charges in retirement savings planning

21 May 2019

High pension drawdown charges could cost an investor with £100,000 as much as £32,000 in retirement income, AJ Bell has warned, as the latest analysis reveals a sharp difference in charges. According to the Financial Conduct Authority, total charges in pension drawdown can range from 0.4% to as much 1.6%. This means those investors...
READ ARTICLE

Featured Videos

Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience

South, South West England, Wales

Salary is Dependent on experience

Magenta is an award-winning financial planning firm based in Bridgend, South Wales, and we are looking for another experienced Paraplanner to join our team – to deliver Planning with Passion to our clients.

Visit the jobs section for more information.
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.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.
In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.
For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

To move through our carousel of videos and podcasts just click on the squares below.
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

To move through our carousel of videos and podcasts just click on the squares below.
Standards International, Michelle Hoskin, MD gives an update on the paraplanning standard.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.
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.

To move through our carousel of videos and podcasts just click on the squares below.