New to paraplanning? Taking part in the Big Day Out on 15 September (or thinking about coming along)? Then we’ve got JUST the thing for you because Siân Davies Cole and Kimberley Malin will be hosting an informal gathering for … Continued
GMPs. GARs. S32s. EPPs. Ever felt befuddled by old pensions jargon? Well de-befuddle yourself and watch Barnett Waddingham‘s James Jones-Tinsley offer plain English summaries for a potpourri of pensions terminology in this video conversation with Richard Allum recorded earlier this year.
We’re beyond excited to reveal that Sarah Lees and Jonny Stubbs will be hosting this year’s Big Day Out 2022 in the Cotswold countryside setting of FarmED on Thursday 15 September 2022. While this will be Sarah’s first appearance at … Continued
In this brief but wide-ranging conversation, Will Mcintosh-Whyte of Rathbones talks with Richard Allum of the Paraplanners’ Assembly tackle the question of what ‘responsible investment’ is and whether it differs from ideas like ESG, or ‘ethical’ and ‘sustainable’ investing.
All the information, links and resources to support our online Assemblies on top slicing relief and featuring Steve Sayer of Utmost. 📺 Watch the replay of the Assembly broadcast on 29 June 2022 here. 📄 Find the slides here. ✔️ … Continued
Brian Radbone of Transact and Richard Allum of The Paraplanners discuss how new regulations designed to prevent pension scams will affect advice professionals and providers dealing with pension transfers.