Anyway, in this month’s Show, host and ParaplanX founder Jawaad Tanwir is joined by Ceetal Katechia from Cooper Parry Wealth and Luke Sparkes from Sparkes Paraplanning for this month’s unscripted conversation in which paraplanners compare notes on what’s happening in their world and the wider paraplanning profession.
Among the things on Jawaad, Ceetal and Luke’s minds in September 2026 are:
- The incoming pension and IHT changes – especially the work they’re doing to help clients try to simplify things before April 2027
- The way the focus of client and adviser conversations have shifted from decades of ‘don’t touch your pension’ to factoring pension savings into IHT calculations – it’s a big change
- The FCA’s simplified advice proposals: what could a more streamlined process mean for the advice gap? Is there a risk of sacrificing the place of professional judgment in the interests of speed? Could a reduced suitability letter serve some clients better anyway?
- Where AI does and doesn’t fit into paraplanning
- UK life expectancy fell over the last decade so what might that mean for cashflow assumptions?
- And more generally, what are the wider forces shaping how people plan for their financial futures?
This is a wide-ranging chat among paraplanners which covers some crunchy and very topical issues. Is what’s on your mind on the mind of other paraplanners? Listen now and find out.
You may like to know…
Thanks for your interest in this Self-Assembly Paraplanning Show. Just so you know, guests appear in a personal capacity and not on behalf of the business that employs them.
AI in this episode
We used Adobe Podcast’s Enhance tool to clean up audio levels and quality, and Podcastle’s text-to-voice feature to generate the listener message at the start of the episode. We use Canva’s background remover for the head-and-shoulder shots of Jawaad, Ceetal and Luke in the featured image for this episode.
