Smith
26.09.2022
Hi all, I’m taking over a new team soon and am looking to assess the skill set. Does anyone have a skills matrix kicking around that they’d be happy to share? Thanks.
Learn. Fix. Share.
The Assembly creates informal gatherings where paraplanners can exchange views, learn things, fix things and share things.
You never forget your first Paraplanners’ Assembly
From our very first gathering in 2013, the Paraplanners’ Assembly has created spaces – in person and online – that spark collaboration and conversation.
No wall-to-wall presentations in hotel conference suites. No muzak. No boiled sweets. Or rubber chicken.
Instead, Assemblies offer informal gatherings where you can listen and learn, and share ideas, knowledge and insights.
It makes for supportive and encouraging spaces in which you can really focus and flourish – both professionally and personally.
You’ll feel you belong at an Assembly because the Assembly belongs to you.
Get inspired
Paraplanners love the Assembly. But what’s its secret sauce? Discover why a gathering of 66 paraplanners in teepees on a farm in 2013 transformed the ways paraplanners could gather together – flourishing into a movement of more than 3,000 people which will inspire you today.
Get involved
There are loads of reasons to get involved in an Assembly. But the biggest reason of all? Confidence. From getting to grips with a topic by tuning into an online Assembly or stepping out of your comfort zone to host an event, the Assembly’s supportive and encouraging style has inspired self-belief that has transformed careers.
Our supporters
The Paraplanners’ Assembly isn’t possible without the help given by our Supporters. Time and time again, they answer the call to support the paraplanning movement.
Events coming up
14 May
A guide to annuity essentials for paraplanners: part two
1:00 pm // Online via Crowdcast
Event
25 Jun
How paraplanners can transform women’s financial fortunes
1:00 pm // Online at Crowdcast
Event
The
Big Tent
We’re pretty sure The Big Tent is the most popular discussion board dedicated to paraplanning in the UK. It’s where paraplanners gather together online to post questions, offer answers, and share ideas, suggestions, experience and expertise. To get started just introduce yourself by posting ‘Hello, I’m new here’ – you’re sure to receive a warm welcome.
Amelia1983
26.09.2022
Hello all, Please can I ask if anyone has experience with dealing with a IIP (IPDI) trust where the trustees can appoint assets (capital) to the Life Tenant?
HR246
13.09.2022
Hi everyone, I have a query regarding bond surrender calculations. I’ve been mulling over it for a while and found some useful bits online that seem to imply an answer, but haven’t found one stated outright anywhere. I’m hoping someone can help.
Resources
Tax and trusts
Loan trusts: a surprisingly flexible friend of inheritance tax planning
Find Out More
Tax and trusts
The Stealthy Budget: How personal tax changed in April and what to do about it
Find Out More
Personal development
Why power-ups are good for paraplanners – and for the business you work for
Find Out More
Hints and tips
Sian Davies Cole and Kimberley Malin to host new to paraplanning session at Big Day Out 2022
Find Out More
News
This is Mission Control calling Paraplanet…you’re clear to launch the space capsule
Find Out More
Personal development
Behavioural science for paraplanners and how online meetings can help build client relationships
Find Out More
Personal development
“Soft skills are as much the domain of paraplanners as they are of any other role”.
Find Out More
Financial planning
Case studies by paraplanners for paraplanners: Getting the best client outcome
Find Out More
Paraplanner stories
Paraplanners Powwow 2017 host, Caroline Stuart, talks about her new role
Find Out More
News
BBC Five Live’s Jennie Gow courts controversy to clinch Powwow Troll Picture prize
Find Out More
Paraplanner stories
