Professional Paraplanner

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Working from home – the two week reset

6 April 2020

Enforced remote working and end-of-tax-year planning will have seen many paraplanners thrown in the deep end and doing what is necessary to ‘get things done’ over the past two weeks. With lock down potentially lasting another two months, now will be a good time to review and reset how you are working, and whether...
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6 top tips when working from home

6 April 2020

Michelle Hoskin, business consultant and managing director of Standards International, offers six tips to help paraplanners now working from home. Number 1: Protect your brain The first 8 minutes after you wake in the morning are important in preparing our brain for the rest of the day. When we first wake up our...
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Be a winner in the Paraplanner Awards 2020

6 April 2020

We are currently taking entries for the professional Paraplanner Awards 2020. Pictured is the winner of last year’s Paraplanner of the Year (Outsourced) award, Alexandra Sasin, founder and chief paraplanner, Navigatus. Presenting the awards is Patrick Ingram of Parmenion. We are delighted that Parmenion is the sponsor of the Professional Paraplanner’s 2020 Awards. An email...
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Effect on advice of TPR’s DB transfer suspension guidance

6 April 2020

Rachel Vahey, senior technical analyst at AJ Bell, looks at how the recent guidance from The Pension Regulator on suspending DB transfers in the current crisis might impact advice given to clients When we popped the champagne corks on 31 December, no-one could have envisaged how 2020 is turning out. This is a difficult...
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Market review – vicious cycle of negative sentiment leading where?

5 April 2020

Amine Chaieb, partner at Spearvest, provides a markets review in the midst of the Covid-19 crisis The global economy was still in a fragile state when the COVID19 global crisis hit. With corporate balance sheets stretched and high leverage widely used by private and institutional investors, markets were especially vulnerable given the excessive valuation...
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Latest on pandemic investing plus 7-page volatility advice tool from Fidelity

5 April 2020

Nothing has been behaving as it should over recent weeks – normal market dynamics have broken down and governments have stepped in to hold up economies as best they can. Fidelity is producing constantly updated insight into the impact of the pandemic in respect of market and investment issues, utilising the breadth of its...
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New trust registration rules you need to consider

4 April 2020

Trust registration deadlines are changing and paraplanners need to know about them, says John Humphreys, inheritance tax specialist at WAY Investment Services This article was first published in the March 2020 issue of Professional Paraplanner. On 10 January 2020, the Fifth EU Money Laundering Directive (5MLD) came into force in the UK, with an...
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Can your client trust their pension transfer?

2 April 2020

What constitutes a recognised pension transfer? Gareth James, head of technical at AJ Bell looks at a recent court case where this became the focus of attention and the need for care and discretion. The liberation of funds from pensions using means that HMRC or the FCA have taken issue with has taken a number...
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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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