Professional Paraplanner | Latest

Latest

Three-year track record: Troy Global Income

11 September 2019

Juliet Schooling Latter, research director, FundCalibre continues her column for Professional Paraplanner with analysis of Troy Global Income managed by James Harries. When James Harries left Newton – and it’s huge bank of global analysts – to go to boutique house Troy and set up a new global income fund, investors were left with...
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Fall in QROPS levies shows govt policy working

11 September 2019

The number of QROPS hit with a 25% overseas transfer charge has fallen significantly over the past year, according to the latest figures. A freedom of information request published by Canada Life showed that the 25% charge, first introduced in the March 2017 Budget, was levied on 24 transfers in the tax year 2018/19,...
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Paraplanners Howwow goes soft (skills)

11 September 2019

This year’s National Howwow is to focus purely on the soft skills needed by paraplanners to do their job. Richard Allum, organiser of the Powwows, says: “Every year, in preparation for our annual National Paraplanners Powwow, we run a topic survey. Nearly every year we’re asked for something on emotional intelligence and soft skills....
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Pensions Dashboards – a catalyst for industry change

10 September 2019

Michael Roe, development director, Origo, looks at the current situation with pensions dashboards and why he sees the initiative as a positive disrupter for the industry In the summer we saw two key appointments by the Money and Pensions Service (MAPS) in respect of the pensions dashboards project. Chris Curry was appointed as Principal...
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Retirement planning over confidence a concern

10 September 2019

People in the UK are feeling slightly more confident about their ability to retire comfortably than two years ago, Aegon’s latest retirement confidence survey has revealed. But the assurer is warning against over confidence amongst UK savers. To mark Pension Awareness Week, Aegon conducted research which found that 52% of people feel confident about...
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Suitability report writing session kicks off our Edinburgh seminar

10 September 2019

Paraplanners attending this year’s Technical Insight Seminar in Edinburgh will hear first hand from Jo Campbell, director of operations and quality at outsourced paraplanning firm Para-Sols, about how the firm developed its proposition and suitability report writing to be highly efficient while maintaining a high standard. The event takes place at The Waldorf Astoria and is free to...
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Retirement planning more complex as clients underestimate long-term needs

9 September 2019

Clients are underestimating how much money they need to set aside for retirement, creating greater complexity for advisers, new research by Scottish Widows has shown. Four in five financial advisers said clients are unprepared for how much they need to save, while over half (56%) of advisers said clients also underestimate how long they’ll...
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Investors continue to withdraw from UK equities

9 September 2019

UK equity funds further lost favour with investors in July as £1.2 billions was withdrawn in the month, with commentators pointing at political instability, fears around a No Deal Brexit and a falling pound leading to withdrawals from UK sectors. Data from the Investment Association showed UK All Companies funds bore the brunt, with...
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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 info@researchinfinance.co.uk 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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