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The Assemblies are...

Informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

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From the blog...

The low down on the active vs passive debate

On 16 December, we were joined by Jasper Thornton-Boelman (JT-B) from Parmenion, Toby Gibb (TG) from Fidelity International and Ben Kumar (BK) from 7IM to discuss active, passive and multi-asset investment approaches and their relative merits. You can watch the … Continued

Paraplanners Assembly x Aegon Tax shorts

We like a collaboration, and that’s exactly what we’re doing with Aegon where we’ll cover tax topics in these video shorts. Think tax topics cut into easily bitesize videos that you can watch on the go. Whizzing us through the … Continued

Exploring UK tax basics with Utmost

You’re here to collect your reward at the end of an hour’s worth of learning on UK tax basics. Your CPD Utmost have kindly provided this CPD certificate for the hour. the slides And if you want to take a … Continued

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