Professional Paraplanner | Latest

Latest

Review flags 2018 as “fantastic” year for structured products

7 February 2019

2018 was “fantastic for structured products” despite the wild swings seen across financial markets, according to Ian Lowes, managing director of Lowes Financial Management, the firm which produces the annual Structured Product Performance Review. The review analysed the 381 structured products that matured in 2018. It found that not a single capital-at-risk product that...
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Dynamic Planner begins roll out of £5m ‘Elements’ software

7 February 2019

Dynamic Planner has announced a three year, £5m technology investment into the next generation of its software – Dynamic Planner Elements – which the company is rolling out over two years. The new iteration of the software is intended to help adviser firms deliver annual suitability reviews and charges disclosure under MiFIDII without leaving...
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Origo and Beyond Encryption launch new secure email messaging service – Unipass Mailock

6 February 2019

Origo has partnered with encryption and ID authentication specialist Beyond Encryption® to launch a secure email messaging system for advisers, clients, platforms and providers. Origo said the new service, Unipass Mailock, is GDPR-compliant and enables adviser firms to securely communicate with clients from their desktop, laptop, tablet and mobile phone. The secure messaging de-risks...
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HMRC pensions freedoms overtaxing decried as ‘shameless’

6 February 2019

HM Revenue & Customs has taxed pension savers over £400 million since the pension freedoms were introduced in 2015, new data has shown, with one commentator decrying the practice as “shameless”. HMRC routinely taxes savers using the emergency tax code when it does not have the correct tax code, resulting in large payments which savers...
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Paraplanner views: Transitioning – a better route to retirement?

6 February 2019

A recent article flagged the idea of phased retirement as a new and growing trend. We asked paraplanners whether transitioning rather than take a cliff-edge approach was new amongst clients and whether the evidence suggested it was a better route to retirement and what issues should be considered. In a recent paraplanners survey we...
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Technical: Tax and the use of discretionary will trusts

5 February 2019

Kim Jarvis, technical manager at Canada Life, looks at the use and taxation of discretionary will trusts and how to navigate the first 10 years of exit charges. Discretionary will trusts can be an exceptional estate planning tool, but care needs to be taken when it comes to the charges. Planning is the key...
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Adviser firms missing intergenerational and legacy planning opportunities

5 February 2019

Adviser firms are not engaging with clients’ next generations, new research from Octopus Investments has shown, and so are missing opportunities. Most adviser firms surveyed said they had an existing relationship with only 20% of their clients’ beneficiaries, while 58% said they were actively trying to develop these relationships. However, the overwhelming majority (95%)...
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Financial advice threats and opportunities

4 February 2019

Brexit is proving a contentious issue for the advice industry, with over half of advisers viewing it as a threat, while a quarter cite it as an opportunity. According to the latest research by Aegon, 51% of those surveyed saw Brexit as the biggest threat to the advice sector, while 27% viewed it as...
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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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