Professional Paraplanner

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Earth Day: Investors must ask themselves some tough questions

21 April 2021

Investors can play a pivotal role in supporting positive changes but they have to ask where ESG factors in their investment decisions, says Gerrit Ledderhof, Responsible Investment manager at Aegon Asset Management The decade to 2030 is expected to play an outsized role in determining the future of our climate. Keeping the world on track...
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Sustainable and ESG now part of long-term portfolios

21 April 2021

Sustainable and ESG-focused funds should sit at the heart of investors’ long-term portfolios now, with the seismic shift seen towards such mandates in recent years unlikely to be reversed, according to Adrian Lowcock at Willis Owen. The head of personal investing at the firm says the investment style had outstripped non-ESG approaches over three...
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Two thirds of retirees risk running out of money

21 April 2021

Two thirds (66%) of people retiring in 2021 risk running out of money, a new report by Standard Life Aberdeen has revealed. The Class of 2021 report found that those retiring this year plan to spend on average £21,000 a year in retirement, almost £10,000 less than the average UK household income. However, looking...
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Digitisation of financial advice depends on good user experience

21 April 2021

Greater digitalisation will only be adopted by financial advice firms if the user experience for advisers and clients matches expectations, according to Visible Capital chief executive Ross Laurie. The wealthtech CEO said that while technology has played a key role in helping advice firms build their businesses and improve their services to clients over the...
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Renewables investing outstrips other AIC sectors

21 April 2021

Investment companies in the renewable energy infrastructure sector raised £7.7 billion over the past five years, as investors flocked to the strong yields and opportunity to invest in a greener future. The Association of Investment Companies said the renewable infrastructure sector had raised more than every other AIC sector during the period, with the...
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SIPP provider legal cases – update and implications

20 April 2021

Stephen McPhillips, technical sales director, Dentons Pension Management Limited looks at two SIPP provider cases that have gone through the Courts and what the latest judgement means for the SIPP market Regular readers of Professional Paraplanner might recall that, back in September 2019, I provided a brief summary of some legal cases affecting SIPP providers....
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Jobs in finance: How to become an expert in retirement advice?

20 April 2021

Later life planning offers a growing target market for advice businesses. But how can you position yourself to ensure you can offer that market the best retirement advice? John Somerville looks at how advisers and paraplanners can develop their skills and knowledge to help advance their career and secure the future of their business....
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Traditional portfolio structuring a ‘thing of the past’

20 April 2021

Traditional portfolios made up of 60% equities and 40% bonds will increasingly become a thing of the past, according to Rupert Thompson, chief investment officer at Kingswood. Thompson says there is “no doubt” that bonds no longer provide the protection they used to, particularly among government bonds. Corporate bonds are also hovering close to...
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Featured Videos

Our first double bill Technical Insight Webinar took place on Tuesday 22 September 2020 and featured Prudential and NS&I, looking at the building blocks of IHT planning and where trusts fit in and how cash is an essential part of any holistic financial plan.
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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