Professional Paraplanner | Latest

Latest

Oxford Risk tool looks to match investors to ‘suitable’ investments

1 November 2018

Risk profiling specialist Oxford Risk has launched new technology aimed at matching investors to suitable investments. The Compass technology provides a psychometric risk-tolerance assessment, combined with a risk capacity calculation to create an investor’s long-term risk profile, in addition to nine other behavioural insights and a knowledge and experience assessment. Oxford Risk said together...
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Cashcalc implements two-way Intelliflo integration

31 October 2018

Cashflow planning software provider CashCalc has launched two-way integration with Intelliflo’s Intelligent Office following growing demand from adviser firms for this type of data exchange. Since the integration’s initial launch at the start of the year, which only enabled data to be sent from Intelligent Office to CashCalc, users have been calling for the...
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Widening of gender pension gap is prompt to increase savings

31 October 2018

As of 6 November, men and women will receive their pension from the same age, bringing to an end over 70 years of women receiving their state pension earlier than men. While it is a step forward in breaking down gender discrimination, Aegon has warned that this move will make the gender pension gap...
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Pointers – Dealing with interruptions

31 October 2018

How can you deal with the interruptions to your working day, in particular when you need to get your head down and get on with a report? Here are some tips and tricks from your peers. At the recent Paraplanners Powwow, Elsa Ordonez Garcia and Rebecca Tuck facilitated a discussion on time management and,...
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Wage inflation is impacting fixed income investing

30 October 2018

Wage pressure at all levels is increasing, says David Jane, manager of Miton’s multi-asset fund range. This makes fixed income investing difficult. Wage inflation has been picking up around the world recently, following a long period of stagnation. We think this trend will persist, and there are some important implications for investment. The long...
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Personal allowance headlines while pensions tax relief off the hook in pre Brexit Budget

29 October 2018

Headline news from Chancellor of the Exchequer Philip Hammond’s Budget speech was that personal tax allowances of £12,500 basic rate and £50,000 higher rate thresholds promised in the Conservative party manifesto would be brought forward a year and implemented in April 2019. And after weeks of speculation that pensions tax relief would be used...
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Brexit will test Chancellor’s Budget

29 October 2018

The reality of the government’s fiscal situation is that it will be dominated by economic growth in 2019-2020 and this will be highly dependent on the outcome of the Brexit negotiations, according to Edward Park, investment director at Brooks Macdonald. He said: “The fact that the OBR increased its near-term growth forecasts but left...
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Expats urged to ‘no deal Brexit’ proof their financial planning

29 October 2018

British expats should consider reviewing their personal financial strategies as the UK Chancellor puts an extra £500m aside in the Budget to prepare for a no-deal Brexit. This is the message from Nigel Green, deVere Group’s founder and CEO, who points out that previously allocated funding for Brexit preparations had been increased in the Budget...
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Featured Videos

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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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

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Standards International, Michelle Hoskin, MD gives an update on the paraplanning standard.

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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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