Are you an outsourced paraplanner?
Whether you’re the only employee of your paraplanning practice, or you lead a paraplanning powerhouse with employees and a hefty bank of clients, outsourced paraplanners share lots of things in common.
You just do.
But here’s the thing: despite the growing number of outsourced paraplanners in the UK these days, opportunities to get together to talk only about things that matter in the outsourced world, are surprisingly few and far between.
Switch off. Show up. Join in.
So, if you’re an outsourced paraplanner, here’s our invitation: at 1pm on Thursday 16 October 2025, set your notifications to ‘do not disturb’, click on the Zoom link in your event invitation and gather with other outsourced paraplanners across the UK for an hour of conversation, ideas and practical insights.
There’s nothing to prepare. Just come along ready to share your answer to one question:
‘What’s on your mind today?’
Spaces are limited. To save a spot hit ‘Book Event’ and look out for the calendar invitation in your inbox.
Last Monday (21 July 2025), the UK Government published draft legislation which means that, from April 2027, most unused pension savings and death benefits will count towards your estate when you die.
If you’re wondering…
- which pension benefits are in scope (and which aren’t)?
- who’s responsible for paying the tax?
- how will the income tax offset actually work in practice?
- what’s the timeline for implementation?
…you’re not alone.
So in this bonus podcast episode, host Richard Allum met up with Barnett Waddingham’s James Jones-Tinsley to talk through the Government’s planned changes, what they mean for paraplanners and your clients, and suggest practical steps that you can already take to help clients get ready for the change.
The measures, which feature in the Finance Bill 2025-26, could still change as the proposals make their way through Parliament from September. But if you’re wondering where things stand right now and what you should be thinking about for clients with decent-sized pension pots, this is a fantastic update that gives you the current picture.
Speaking of the Finance Bill…
If you’ve ever wondered how Budget measures become law, James met up with Leanne Pickering of Pivotal Paraplanning last year to walk through each step in the process. Follow the link for more:
Listen: From Parliament to paraplanner: How do Budget measures become law?
And speaking of pensions…
James has recorded a series of really helpful jargon busters on new and old pensions exclusively for the Assembly. Help yourself by following these links:
New pensions jargon: part one
Listen: A plain English guide to new pensions jargon: part one
Watch: A plain English guide to old pensions jargon: part one
New pension jargon: part two
Listen: A plain English guide to new pensions jargon: part two
Watch: A plain English guide to old pensions jargon: part two
And if that’s not enough and you want OLD pensions jargon, here are links to James’s trio of episodes:
Podcasts: old pensions jargon
Listen to part one: A plain English guide to old pensions jargon: part one
Listen to part two: A plain English guide to old pensions jargon: part two
Listen to part three: A plain English guide to old pensions jargon: part three
Videos: old pensions jargon
Watch part one: A plain English guide to old pensions jargon: part one
Watch part two: A plain English guide to old pensions jargon: part two
Watch part three: A plain English guide to old pensions jargon: part three
Event pages: old pensions jargon
Event details for part one: A plain English guide to old pensions jargon: part one
Event details for part two: A plain English guide to old pensions jargon: part two
Event details for part three: A plain English guide to old pensions jargon: part three
Are you an outsourced paraplanner?
Whether you’re the only employee of your paraplanning practice, or you lead a paraplanning powerhouse with employees and a hefty bank of clients, outsourced paraplanners share lots of things in common.
You just do.
But here’s the thing: despite the growing number of outsourced paraplanners in the UK these days, opportunities to get together to talk only about things that matter in the outsourced world, are surprisingly few and far between.
Switch off. Show up. Join in.
So, if you’re an outsourced paraplanner, here’s our invitation: at 1pm on Wednesday 13 August 2025, set your notifications to ‘do not disturb’, click on the Zoom link in your event invitation and gather with other outsourced paraplanners across the UK for an hour of conversation, ideas and practical insights.
There’s nothing to prepare. Just come along ready to share your answer to one question:
‘What’s on your mind today?’
Spaces are limited. To save a spot hit ‘Book Event’ and look out for the calendar invitation in your inbox.
Are you an outsourced paraplanner?
Whether you’re the only employee of your paraplanning practice, or you lead a paraplanning powerhouse with employees and a hefty bank of clients, outsourced paraplanners share lots of things in common.
You just do.
But here’s the thing: despite the growing number of outsourced paraplanners in the UK these days, opportunities to get together to talk only about things that matter in the outsourced world, are surprisingly few and far between.
Switch off. Show up. Join in.
So, if you’re an outsourced paraplanner, here’s our invitation: at 1pm on Thursday 19 June 2025, set your notifications to ‘do not disturb’, click on the Zoom link in your event invitation and gather with other outsourced paraplanners across the UK for an hour of conversation, ideas and practical insights.
There’s nothing to prepare. Just come along ready to share your answer to one question:
‘What’s on your mind today?’
Spaces are limited. To save a spot hit ‘Book Event’ and look out for the calendar invitation in your inbox.
In the second of two specially recorded bite-sized Assemblies, Barnett Waddingham’s James Jones-Tinsley returns to tackle six items of new pension terminology including:
- CDC (collective defined contribution schemes)
- PAA (pensions advice allowance)
- OTA (overseas transfer allowance)
- Crystallised and uncrystyallised pensions funds
- FP2016 or FP16 (fixed protection 2016)
- IP2016 or IP16 (individual protection 2016)
For each item, expect an easy-to-understand definition that also offers a bit of background per term.
In a world that’s awash with word soups and acronyms, James’s jargon buster offers a welcome source of straightforward explanations of often quite complex ideas.
You can also watch the video of this episode on Vimeo or the event page at our website.
Can’t get enough pensions jargon?
Then look out for part one, where James tackles even more new pension terms.
In the meantime, why not tune into James’s trio of old pensions jargon guides? Scroll down and follow the links to watch the videos and podcasts (and visit the event pages for each episode.)
After his popular ‘Plain English guide to old pensions jargon’ Barnett Waddingham’s James Jones-Tinsley has returned to record two specials on new pension terminology called – and we bet you’ll never guess this – ‘A plain English guide to new pensions jargon’ (parts one and two).
In part one, James’s conversation covers five essential terms:
- PCLS (pension commencement lump sum)
- LSA (lump sum allowance)
- LSDBA (lump sum death benefit allowance)
- TTFAC (transitional tax-free amount certificate)
- MPAA (money purchase annual allowance)
For each item, expect an easy-to-understand definition that also offers a bit of background per term.
In a world that’s awash with word soups and acronyms, James’s jargon buster offers a welcome source of straightforward explanations of often quite complex ideas.
You can also watch the video of this episode on Vimeo or the event page at our website.
Can’t get enough pensions jargon?
Then look out for part two, where James will tackle even more new pension terms.
In the meantime, why not tune into James’s trio of old pensions jargon guides here in podcast or video formats? (Or visit the event pages for each episode at our website.)
Are you an outsourced paraplanner?
Whether you’re the only employee of your paraplanning practice, or you lead a paraplanning powerhouse with employees and a hefty bank of clients, outsourced paraplanners share lots of things in common.
You just do.
But here’s the thing: despite the growing number of outsourced paraplanners in the UK these days, opportunities to get together to talk only about things that matter in the outsourced world, are surprisingly few and far between.
Switch off. Show up. Join in.
So, if you’re an outsourced paraplanner, here’s our invitation: at 1pm on Thursday 24 April 2025, set your notifications to ‘do not disturb’, click on the Zoom link in your event invitation and gather with other outsourced paraplanners across the UK for an hour of conversation, ideas and practical insights.
There’s nothing to prepare. Just come along ready to share your answer to one question:
‘What’s on your mind today?’
Spaces are limited. To save a spot hit ‘Book Event’ and look out for the calendar invitation in your inbox.
Are you an outsourced paraplanner?
Whether you’re the only employee of your paraplanning practice, or you lead a paraplanning powerhouse with employees and a hefty bank of clients, outsourced paraplanners share lots of things in common.
You just do.
But here’s the thing: despite the growing number of outsourced paraplanners in the UK these days, opportunities to get together to talk only about things that matter in the outsourced world, are surprisingly few and far between.
Switch off. Show up. Join in.
So, if you’re an outsourced paraplanner, here’s our invitation: at 10am on Thursday 27 February 2025, set your notifications to ‘do not disturb’, click on the Zoom link in your event invitation and gather with other outsourced paraplanners across the UK for an hour of conversation, ideas and practical insights.
There’s nothing to prepare. Just come along ready to share your answer to one question:
‘What’s on your mind today?’
Spaces are limited. To save a spot hit ‘Book Event’ and look out for the calendar invitation in your inbox.
Think you know how to stay safe online? No matter how tech security savvy you think you are, even people who have never known a world without the web can fall victim to sophisticated scams (listen out for the case of a 20 year old digital native who nearly lost £000s in a fake HMRC email scam).
Which is why you should tune in to this eye-opening conversation with Sarah Coles, Parmenion’s head of cyber and resilience.
As a seasoned cybersecurity expert, whose blog posts have acquired almost cult status among readers of the Assembly’s monthly newsletter, Sarah has spent a decade protecting wealth management professionals and practices. In this conversation with host Richard Allum, Sarah shares five practical tips that will help shield you and your business from a world of cyber threats.
Be in the know
Want to know why storing passwords in your browser might be riskier than you think? Or why relying on SMS codes for two-factor authentication could leave you vulnerable? Sarah breaks down complex security concepts into actionable steps you can implement right away.
In fewer than 30 minutes, you’ll discover:
- Why length matters more than complexity for password security
- The truth about backup solutions (no, Dropbox sync isn’t enough)
- How to spot sophisticated phishing attempts that can fool even experts
- Simple ways to protect client data that meet regulatory requirements
- Real-world examples of common security mistakes and how to avoid them
Whether you’re a solo paraplanner or part of a larger team, this conversation offers valuable insights for protecting not only your practice and your clients’ sensitive information but your personal information too.
Tune in and adopt healthy habits
These days, good security isn’t just about the tech you use. It’s about developing smart habits that become second nature. Tune in and, in half an hour, you could be setting out on a lifetime of freshly minted healthy cyber security habits.
Are you an outsourced paraplanner?
Whether you’re the only employee of your paraplanning practice, or you lead a paraplanning powerhouse with employees and a hefty bank of clients, outsourced paraplanners share lots of things in common.
You just do.
But here’s the thing: despite the growing number of outsourced paraplanners in the UK these days, opportunities to get together to talk only about things that matter in the outsourced world, are surprisingly few and far between.
Switch off. Show up. Join in.
So, if you’re an outsourced paraplanner, here’s our invitation: at 10am on Thursday 12 December 2024, set your notifications to ‘do not disturb’, click on the Zoom link in your event invitation and gather with other outsourced paraplanners across the UK for an hour of conversation, ideas and practical insights.
There’s nothing to prepare. Just come along ready to share your answer to one question:
‘What’s on your mind today?’
Spaces are limited. To save a spot hit ‘Book Event’ and look out for the calendar invitation in your inbox.