At the beginning of 2021, we asked paraplanners where they’d like us to focus this year. ESG was in the top five topics requested by paraplanners. So, we ran an ESG special in August and included it in our national … Continued
Thank you for joining us at the Paraplanners Assembly x Just new era of retirement workshop. Here’s a few resources to help you build on or share what you’ve learnt The Paraplanner Support page on the Just website is packed … Continued
Episode 1: Bond Gain update and planning tips Watch the Online Assembly here Download your copy of the slides here Get your CPD certificate here Episode 2: Relevant Property Regime Watch the Online Assembly here Download your copy of the … Continued
Our friends at Aegon are doing a lot of work around financial wellbeing. Dr Tom Mathar, Centre for Behavioural Research, Aegon UK and one of the experts on this online assembly, would like to share some thoughts with you. Life … Continued
Welcome to the resources pit stop for our three Online Assemblies where we are partnering with Vitality to discuss protection. So if you are wanting to build on your Paraplanners Protection Toolkit, you’ll find all you need here. Remember this counts towards … Continued
Did you nearly get RSI writing down all the research and analysis tools paraplanners rate in this online assembly? If you missed a few or just couldn’t keep up, you are in luck as we have popped them all down here. … Continued
