Professional Paraplanner

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What’s best practice when advising vulnerable clients?

17 November 2019

The FCA focus on vulnerable customers looks to embed doing the right thing into the culture of firms, says Geoff Buck, associate director, DP Pensions. A vulnerable customer is defined by the Financial Conduct Authority (FCA) as ‘someone who, due to their personal circumstances, is especially susceptible to detriment, particularly when a firm is...
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Self-employed need to match employer contributions of face massive pension shortfall

17 November 2019

Self-employed workers risk a pension fund shortfall due to the loss of valuable employer pension contributions, Aegon has warned. According to the group’s analysis, a 25-year-old on average earnings who sets up alone after ten years in an employer workplace scheme could be as much as £115,300 worse off at state pension age. An...
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London Institute of Banking & Finance updates Equity Release qualification

17 November 2019

The London Institute of Banking & Finance has updated its Equity Release qualification to keep pace with a rapidly changing market. The group said it had made “fundamental changes” to the content, study text and course materials to reflect both industry priorities and consumer needs. Updates include doubling the number of topics covered from...
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Accessing pensions early through ill-health – key points to consider

14 November 2019

Martin Jones, technical team leader at AJ Bell, highlights some important planning points when clients are looking to access their DC pension early due to ill health. Pension scheme members normally have to wait until the age of 55 before they can access their pensions, but there are exceptions – perhaps the most notable...
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More bereavement support needed for workers and line managers

14 November 2019

UK workers suffering with bereavement should be given more support, according to MetLife UK. Research has shown that one in 10 employees is affected by bereavement(1) at any given time, with the most recent government data showing that around 96,000 people of working age die each year(2). MetLife said that while the impact of...
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Guide to: Setting up a SSAS

14 November 2019

In the November 2019 issue of Professional Paraplanner we introduced a new series of articles providing guides to key subjects, which we hope will be of use to people new to paraplanning as well as those looking to keep up-to-date up on their knowledge. In this article Paul Darvill, Administration and Technical director, Talbot and...
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50th organisation commits to improve pension and investment transfer outcomes

14 November 2019

STAR, a joint venture between Criterion and TeX, aimed at improving the outcomes for individuals wanting to transfer their assets, such as pensions and investments, has announced that Capita is the 50th organisation to join the growing community of firms signed up to the initiative. With reports of transfers regularly taking several months to...
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Capital protection need increases on investors’ negative market views

13 November 2019

Almost two-thirds (64%) of investors are negative or neutral on the short-term market outlook for the FTSE 100 index, and just over half (51%) are negative or neutral over the medium term, according to research undertaken amongst mass retail and sophisticated investors by the UK Structured Products Association(UKSPA). Most investors (70%) have a negative...
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Featured Videos

Partner Content

The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. Capital at risk.
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 [email protected] 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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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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