Professional Paraplanner | Latest

Latest

HMRC and SSAS scrutiny

9 April 2019

Gareth James, head of technical at AJ Bell looks at where typical use of SSAS is coming under HMRC scrutiny and offers some dos and don’ts when advising clients SSASs have attracted regulatory and press attention for all the wrong reasons in the last few years. The primary cause of concern has been the...
READ ARTICLE
Advice firms predict protection market growth

9 April 2019

Adviser firms are predicting growth in the protection market, but are split over how to expand the market, a new survey has shown. The study from MetLife UK found advisers expect sales of individual protection to grow by 18% over the next two years. Almost two out of five (38%) say there is a...
READ ARTICLE
Three reasons to invest in Europe, and three reasons to avoid it

9 April 2019

Nikki Howes, investment associate at Heartwood Investment Management, looks at the current picture and assesses what it means for investors in Europe Economic momentum stalled in 2018, with many investors increasingly concerned about slowing European growth. Italy entered technical recession (two consecutive quarters of negative growth) and Germany only missed it by a whisker....
READ ARTICLE
Pet hates of a file reviewer – Part II

8 April 2019

Readers of Professional Paraplanner will no doubt recall my article on this subject. It contained our top 12 pet hates, in reverse order. It was half in jest and a bit in earnest. Since then we have identified a few more grumbles related to file checks, so we thought it was about time for...
READ ARTICLE
Full-time mothers should be auto-enrolled, says LEBC

8 April 2019

LEBC Group has called for all full-time mothers to be auto enrolled into their own pension plan, helping to reduce the gender pension gap and enabling women to claim their share of pension tax relief. As workers aged between 22 and 66, earning more than £10,000 a year, prepare to see their auto enrolment...
READ ARTICLE
Fears around NHS staff confusion in opting out of ‘generous’ pensions offering

8 April 2019

Chase de Vere Medical has warned that NHS employees are shunning the NHS pension scheme because of a lack of understanding of the valuable benefits they stand to lose. According to a recent Freedom of Information request by the Health Service Journal, 245,561 NHS staff have opted out of the NHS pension scheme in...
READ ARTICLE
Maximising pension allowances

7 April 2019

Daniel Hough, wealth management consultant, Mattioli Woods, looks at the issues for clients seeking options to maximise their pension for retirement through additional contributions. As we know, the most you can personally pay into your pension (and get full tax relief) in a tax year is up to 100% of your relevant UK earnings,...
READ ARTICLE
Baillie Gifford launches Responsible Global Equity Income Fund

7 April 2019

Baillie Gifford, the Edinburgh based investment management partnership, has launched the Responsible Global Equity Income Fund, aims at delivering long-term income and growth through investments in responsible companies. The fund is managed by a team headed by Toby Ross and James Dow, which also manages the Baillie Gifford Global Income Growth Fund. Ross and...
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.