Professional Paraplanner

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Voluntary NI contributions discounted rate ends on 5 April 2019

20 January 2019

Royal London is urging adviser firms to make clients aware they can top up their state pension before 5 April at a discounted rate. The mutual says people thinking about paying voluntary National Insurance Contributions to fill past gaps in their contribution record will be better off doing so before 6 April. Under current rules,...
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AJ Bell passes on passive fund cost savings to investors

20 January 2019

AJ Bell has reduced the annual charges on three of its passive multi-asset funds, by up to 20%, as part of its commitment to passing on cost efficiencies as the funds grow in size. The AJ Bell passive funds were launched in March 2017 with an Ongoing Charges Figure (OCF) capped at 0.5%. Within this,...
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ESG screening is positively impacting portfolio performance

20 January 2019

Research by asset management group Amundi has shown that over the past four years environmental, social and governance (ESG) has been positively impacting sections of the market, with 2014 proving to be the turning point for socially responsible investing affecting stock prices. The research was undertaken following growing demand for ESG investing from the...
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Ignorance of MPAA leading to unexpected tax bills

17 January 2019

Over one in five drawdown customers are unaware there is an annual limit to the amount that can be paid into their pension once it has been ‘flexibly accessed’, putting them at risk of large unexpected tax bills, according to Canada Life. In a survey* the life and pension provider found that 22% of...
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2019 – why returns should be positive and the challenges ahead

17 January 2019

Following a turbulent start to the year on global financial markets, volatility will persist throughout 2019, reflecting uncertainty as the Fed tightens monetary policy – but current stockmarket valuations will generate positive returns for investors, according to Tom Elliott, deVere Group’s International Investment Strategist. Elliott says: “Was the fourth quarter sell-off a late cycle...
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Talbot and Muir flags high-fee little-service issue for SSASs

17 January 2019

Talbot and Muir is suggesting financial adviser firms with SSAS clients to look closely at whether they are being charged high fees for little or no service. The SIPP and SSAS specialist said SSASs in this category risk failing to meet the administrative requirements of HMRC and The Pensions Regulator, and could face large fines and...
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VCTs provider activity increases

16 January 2019

Venture Capital Trusts are seeking investors as the tax year end approaches, with Albion Capital announcing fund raising and Ingenious launching a new vehicle. Investment manager Albion Capital is seeking to raise up to £36 million through top up offers for its six venture capital trusts. The six VCTs include Albion Venture Capital Trust...
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CISI survey shows mental health conversations an issue for financial services

16 January 2019

Less than half of employees working in financial services would feel comfortable opening up to their manager about mental health, new data from the Chartered Institute for Securities & Investment has shown. In a survey of 3,686 respondents, 23% said they were “unsure” how confident they would be talking to their manager at work...
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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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