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.
All the information, links and resources to support our series of three online Assemblies on long term care in June 2022 and featuring Graham Duffy of Just.
From time to time, we like to cover topics that may not be something that Paraplanners come across every day but would still benefit from knowing about. This is one of those topics. Many Paraplanners may never have worked on … Continued
Adding graphics and images to your reports and documentation can help you explain complex financial concepts to clients and we’ve got something to help with this.
Miss out on this discussion about inflation? No problem. Watch the replay here. Download the slides here. Useful resources 7IM’s Ben Kumar writes about the increase in interest rates to combat rising inflation. Read the article here. Read Jack Monroe’s thread … Continued