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

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

Paraplanner productivity hacks

On Thursday 10 September Caroline Singleton, Aleks Sasin and Jackie Manning joined us for a topic loved by all paraplanners, productivity! Replay and resources If you missed it or want to watch again, you can watch the replay here. The team … Continued

State pensions with FundsNetwork

State Pensions, how could we have overlooked this topic for so long? Especially given that it’s an important part of many peoples’ plans. Luckily this online assembly addresses that, when we were joined by Paul Squirrell, National Pensions Development Manager, from … Continued

It’s time we changed

In 2013, we set out with a simple ambition: To create an informal gathering designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.