Professional Paraplanner | Latest

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Proposed contingent charging ban – increased negative perception amongst advisers

10 February 2020

The view that the FCA’s proposed ban on contingent charging will reduce access to defined benefit transfer advice has increased amongst financial advisers, with four out of five advisers believing it will negatively effect access, according to Aegon. Research published by the retirement specialist showed 84% of the 227 advisers surveyed believe an end to contingent...
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Paraplanner comment: Joining the PFS panel and setting goals

10 February 2020

As well as setting up her firm Unity Paraplanning, in late 2019 Kat Mock joined the PFS Paraplanner Panel. Here, she talks about why and her goals for 2020. This article was first published in the February 2020 issue of Professional Paraplanner. As the newest member of the PFS Paraplanner Panel and a huge...
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Join us at our Team Leader, Investment Committee and Technical Insight Seminars

9 February 2020

This year Professional Paraplanner is running three series of events around the country – our Team Leader, Investment Committee and Technical Insight Seminars give paraplanners access to experts in their fields and tackle issues and provide insights from the point of view of the paraplanner. These are paraplanner exclusive events. At Thursday’s Professional Paraplanner Team Leader Seminar held...
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Coronavirus outbreak reinforces de-globalisation trends

9 February 2020

The era of De-globalisation is clearly upon us, as companies realise the risk strategy of relying on China for manufacturing and growth, suggests David Jane, multi asset fund manager at Premier Miton For many years we have been of the view that the era of globalisation was coming to an end, to be replaced by...
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Coronavirus – what effect on investment in China?

9 February 2020

As China continues to be on lockdown in an effort to halt the spread of coronavirus, analysts at Fidelity International have warned of the significant impact on the country’s various industries. The most affected areas include hotels, travel and offline retail, as inner city and cross-region travel is kept to a minimum and consumers...
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How to deal with distressed investments in pensions

6 February 2020

Grant Blakey, technical consultant at AJ Bell, discusses how investments can become distressed, what it can prevent clients from doing with their pensions, and potential solutions. The implications of not being able to sell investments when required has been brought to the forefront of investors’ minds by a number of high profile issues involving...
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5 minutes with… Rebecca Lucas

6 February 2020

This issue Rob Kingsbury spoke to Rebecca Lucas, founder of Lime Oiutsourced Paraplanning, about her decision to take the research work she had on platform comparison and turn it into an App – WrapCompare. What was the catalyst to develop your own software/tool? I was doing annual due diligence for one of my clients...
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Equity release opportunities suffering from public perception

6 February 2020

The amount of property equity available to older homeowners rose to more than £381 billion at the end of 2019, new research from Canada Life has shown. According to the data, there is over £1 billion more equity available to UK homeowners aged 55 and over compared to the fourth quarter of 2018, in...
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Featured Videos

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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