Our guests – Guy Anderson from Just, Sarah Lees from Plan Works, Ben Mastel from 7IM and Sam Tonks from Succession Wealth – discussed the case of Holly Gennero – a divorced mother of two. (Can you spot the film reference? It was the last CSI before Christmas). The team covered the following retirement income options:

Plus concepts including:

Interested? Then just tap ‘Book now’ to save your spot. (And look out for the link to the retirement income case study in a couple of days before the event.)

From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.

Broken link or duff information?
If something’s not quite right on this page, please tell us what you spotted now at our bug list.

A panel discuss setting up and running an outsourced paraplanning business. They share their experience, top tips, and cover the main points and issues that arise from outsourced paraplanning, such as:

Learning objectives

In this session we covered…

We all know that research and due diligence is a key skill for paraplanners.

And with discretionary fund management (DFM) services becoming more popular – whether bespoke or model portfolios – the demand for these skills is only going to increase.

In our latest online Assembly, we’re bringing together experts who are able to share perspectives from both sides of the DFM equation.

Learning objectives

During this session we…

Explored the approach and processes you can adopt to carry out research discuss the tech that’s out there that can help Invited DFM guests to tell us what they think paraplanners should ask…but don’t Discover what kind of due diligence DFMs carry out for themselves

You don’t come across SSAS very often, but when you do you need to know what you’re doing with them. We can help with that.

Learning Objectives

During the session we covered…

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.

James Jones-Tinsley of Barnett Waddingham and Richard Allum pick their way through the potpourri of jargon associated with old pensions contract.

Many paraplanners may never have worked on an annuity or have less experience since pension freedoms came in. In this session, we cover the basics of guaranteed income.

Learning objectives

During the session we covered…

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.

Three technical experts answer a whole range of technical questions asked by paraplanners.

Learning objectives

During the session we covered…

A back to the basics on inflation and what it means for paraplanners.

Learning objectives

During the session we covered….