Professional Paraplanner | Latest

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Where will we be after Govts’ short-term interventions?

19 March 2020

Governments are trying to build a bridge over an economic chasm, but where will that intervention leave us long term? Rising inflation and a change of market regime may well be the result, says David Jane, multi asset fund manager, Premier Miton For some time we have said that monetary policy couldn’t solve the problems caused...
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Covid-19 event will lead to different investment landscape

18 March 2020

As the spread of Covid-19 continues unabated, Embark Group chief investment officer Peter Toogood warned that it is a “recipe for extreme volatility” for global financial markets and a scenario that will likely continue over the coming weeks and months. Recent unprecedented moves saw the S&P 500 index fell by 20% in just 16...
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Managers look to opportunities following Budget’s infrastructure and ESG boost

18 March 2020

Following the announcement by the Chancellor in this month’s Budget that the government would allocate over £600 billion of new spending to infrastructure, investment managers welcomed the boost to the sector. Philip Kent, manager, GCP Infrastructure Investments, said: “We welcome the announcement as part of the Budget that the publication of the UK’s National...
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Corporate Hybrid Bond fund launch from Nikko AM

18 March 2020

Nikko Asset Management has launched a Corporate Hybrid Bond Fund which invest in hybrid debt of highly rated corporations. The Fund is managed by the asset manager’s London-based Global Fixed Income team and JPY 5.1 billion (EUR 42 million) was raised from Japanese institutional investors, reflecting growing demand for higher yielding quality investment solutions....
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Special: Market Perspectives – updates from Fidelity portfolio managers

18 March 2020

As concerns around the impact of the ongoing Covid-19 coronavirus outbreak are felt globally, investors are grappling with heightened market volatility. Central banks have been quick to respond but is enough being done to shore up already fragile markets? Fidelity has issued a series of recordings of calls with portfolio managers spanning the breadth...
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How investors can benefit from income accumulation

17 March 2020

Steve Hunter Seneca Investment Managers puts the investment case for accumulation over income shares. Retirement saving provisions serve a myriad of needs in later life for people today. For some it is to partly encash and leave the remainder of their fund to grow. While for others it is to receive a sustainable return that...
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Nucleus teams up with Be-IQ on behavioural tool

17 March 2020

Adviser platform Nucleus has teamed up with Be-IQ to unveil a tool aimed at helping advisers gain a better behavioural insight into their clients. Be-IQ, founded by behavioural finance specialist Neil Bage, launched its consumer-facing interactive app BEAM in December, allowing people to understand their financial behaviour through games and questions. Following on, Nucleus...
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Iress buys O&M systems

17 March 2020

Financial technology business Iress has acquired O&M Systems, a provider of pension and investment data and comparison tools to financial advice firms. O&M Profiler ESP has been directly integrated with Iress’ Xplan software and has been made immediately available to Iress’ clients, as well as continuing as a standalone research service. All members of...
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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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