Professional Paraplanner | Latest

Latest

Vitality launches ESG-focussed fund range

9 June 2021

Vitality has launched a new ESG fund range, EnVIRO, targeting advice firms who want a ready-made investment solution that integrates environmental, social and governance considerations (ESG). The range comprises of five funds, each built from underlying index-tracking funds that are diversified across asset classes and focus on sustainable outcomes. It aims to exclude companies...
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Client onboarding processes in need of overhaul says new report

8 June 2021

Provider processes for client onboarding should be overhauled to bring down costs and drive efficiencies, a new report by NextWealth for Origo has found. NextWealth said a key issue facing advisers is the Letter of Authority process due to the lack of standardisation among providers. Heather Hopkins, managing director of NextWealth said advisers complained...
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What’s boosting investors’ confidence?

8 June 2021

The success of the UK vaccine rollout and the easing of social distancing are contributing to a boost in investors’ confidence, according to new research from HYCM. A survey of 735 UK-based investors with investments in excess of £20,000 found 41% are confident the vaccine rollout will benefit their investment portfolios, while the same...
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Will UK property prices topple post stamp duty holiday?

8 June 2021

House prices reached record highs in May, according to the latest Halifax house price index. The average house price rose more than £3,000 month-on-month to £261,743. It comes as annual house price inflation reached its strongest level in nearly seven years, with prices having increased 9.5% annually. All UK regions bar the North East...
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Don’t overlook Asia for dividends

8 June 2021

Asia’s dividend history has been overshadowed by it’s growth story – so don’t overlook the region when it comes to dividend recovery, says Darius McDermott, managing director, FundCalibre While global markets have staged a strong recovery since the pandemic lows in March 2020, global dividends are taking longer to recover. According to Janus Henderson,...
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Webinar: Scottish Mortgage Investment Trust – Wed 9 June 2021

7 June 2021

The next Investment Committee webinar is part of the Investment Trust Insight series we are running in association with the AIC and features specialists from the Scottish Mortgage Investment Trust. Title: Embracing Uncertainty Date: Wednesday 9 June Time: 10.30 REGISTER NOW The world is uncertain. In fact, it has always been thus. The more uncertain the situation,...
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Over 50s under pressure to help out families

7 June 2021

Over 50s have come under increasing pressure to help out their families financially during the Covid-19 pandemic, new research from OneFamily found. Since the start of the pandemic, one in four (25%) over 50s have provided financial support to family members, lending on average £1,298 per person. In total, over-50s have lent £8.2 billion,...
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Investing to improve biodiversity and the oceans

7 June 2021

Key themes associated with sustainability are now the mainstream for businesses and consumers, says Louie French, manager of the Tilney Sustainable MPS, who highlights three funds from the portfolio which focus on one of more of these themes. On World Ocean Day (8 June 2021) investors have an important opportunity to review the positive...
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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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