
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 30 April 2026, 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.

The tax landscape has shifted significantly over the past couple of years. Allowance reductions, rising dividend tax rates and the proposed extension of IHT to unused pensions means there’s plenty for paraplanners to get to grips with — and plenty of opportunity to add real value for clients.
This Assembly is designed to cut through the complexity and give you a clearer picture of how different tax wrappers work in practice, so you can make more confident decisions about which solution is right for which client.
We’ve invited Elaine Cruickshank, tax and trusts manager at Aegon, to join host Richard Allum for a practical, no-nonsense look at onshore bonds, offshore bonds, GIAs and trust solutions — with an agnostic perspective that keeps the focus firmly on what’s best for the client in front of you.
What we’ll be exploring
We’ll look at how recent tax changes are prompting advisers and paraplanners to revisit wrapper choice, and walk through the kind of comparative thinking that helps you work out when a bond might be preferable to a GIA — or when onshore makes more sense than offshore.
We’ll also take a look at how onshore bonds are actually taxed (including a common misconception that’s worth clearing up), which wrapper tends to suit which client circumstances, and how trust solutions fit into the picture — particularly in the context of the proposed IHT changes to pensions.
What can you expect to take away?
You’ll leave with a clearer understanding of the tax treatment of different wrappers, a more confident sense of when each option is likely to work best, and some practical frameworks for thinking about trust planning solutions. We’ll share the comparative calculations in the slides afterwards, so you can refer back to them whenever you need to.
Whether you’re looking to sharpen your technical knowledge or just want to feel more confident having these conversations, join us online at 1.00 pm on Tuesday 22 April.

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 26 February 2026, 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.
Pensions will become subject to inheritance tax (IHT) from April 2027, but how much of a role does protection play in your approach to building IHT strategies for your clients? And how confident are you about the protection options that are available to you?
But with IHT receipts expected to almost double, and sweeping changes to business and agricultural property relief already landing from April 2026, paraplanners can expect more and more clients to want to explore all the options.
So at this Assembly, host Richard Allum was joined by Alan Jenkinson, protection specialist at Scottish Widows, to walk through the essentials. During their lunch-hour discussion, Richard and Alan unpack IHT and how it works, run through the key exemptions and reliefs, and explore how protection fits into an IHT planning conversation alongside gifting strategies, trust structures and the normal expenditure out of income rules.
There’s also a really useful section on the underwriting process: what to do when a client has health risk factors, when concurrent applications make sense, and why a declined application isn’t necessarily the end of the road.
If you’re looking for a solid grounding in this area — or a practical refresher before your next client review — this one’s well worth an hour of your time.
Back in November, guests from CISI, PFS and LIBF joined us to talk about what the professional bodies can do for paraplanners. (If you missed part 1, you’ll find it here.)
But there was too much to cover in just one session. So we invited Nicola Mellor (PFS), Chris Morris (CISI) and Sally Plant (LIBF) back to pick up where they left off.
This time around, they answered questions including which body to join and why, exams and qualifications, the role of CPD and how paraplanners can influence the work of professional bodies.
What you’ll hear
We structured this Assembly around six key areas that came up most often from paraplanners:
- Starting out in the profession: which body to join, what membership actually costs, what support exists for career changers, and what you should prioritise in your first year
- Qualifications and exams: how exams are structured, why they feel designed to catch you out rather than test real knowledge, and whether there’s appetite for more specialist paraplanning qualifications
- Recognition of paraplanning: whether we’ll ever see chartered paraplanner titles, why paraplanning isn’t recognised as distinct from financial planning, and what’s stopping this from happening
- CPD that actually works: why you should need to sit in an exam room if you already manage your own learning, why all the CPD events cluster together, and why you hear budget updates from everyone except the body you actually belong to
- Having your say: how to get involved, whether there’s paraplanner representation on boards, what mechanisms exist to propose changes, and what volunteer opportunities are available
- The future of paraplanning: where the profession is heading and how the bodies are preparing to support paraplanners through changes in technology, regulation and client expectations
What can you expect to take away
You’ll leave with a much clearer understanding of what each professional body offers, which matters when you’re making decisions about where to invest your time and money.
More importantly, you’ll know exactly how these organisations work, how you can influence them, and whether they’re actually listening to what paraplanners need — not just what they think you need.
This is also a chance to hear the professional bodies respond directly to some uncomfortable questions about cost, accessibility, and whether they truly recognise paraplanning as a profession in its own right.
Budget measures are often the subject of media speculation. But the level of attention in the run-up to the Chancellor of the Exchequer’s Budget statement on 26 November 2025 was unprecedented.
So did the reality match the hype?
For our final Assembly of 2025, we invited Les Cameron from M&G Wealth to join us and share his latest thoughts on what paraplanners need to know following Rachel Reeves’s statement.
Les covers a bunch of different topics that include:
- Inheritance tax changes and business relief updates
- Capital gains tax rates and allowances
- ISA allowances
- Pensions, IHT liability and the role of personal representatives
- Salary sacrifice
- Tax rates, bands and allowances
- Beneficial ordering
- The effect of fiscal drag (or ‘stealth taxes’)
Plus more besides. So if you want to catch up with what’s been announced, what’s changing, or what’s staying the same, this is the Assembly for you.
Assemblies featuring the M&G technical team in 2025
This is the fifth Assembly of the year featuring experts from M&G Wealth’s technical team. Here are the other four from 2025:
February 2025 – Pensions, death and taxes (with Les)
April 2025 – A guide to investment bond essentials for paraplanners (with Barrie Dawson)
August 2025 – Tax wrappers: which, why and when? (with Neil Macleod)
September 2025 – The pension IHT bombshell has landed – now what? (with Les)
Professional bodies are an influential feature of any paraplanners careers, whether we’re members of the Chartered Institute for Securities and Investment (CISI), Personal Finance Society (PFS), or pay for LIBF courses.
So we fork out for fees, collect our CPD, and maybe sit an exam or two. But are we really getting the most from these organisations?
What do they offer that can support us in our careers? And is one more suited to me than another? Or are all three much the same?
That’s what this Assembly was all about. We invited Chris Morris from CISI, Nicola Mellor from the PFS, and Sally Plant from LIBF to field questions posed in advance and in the chat by paraplanners.
Note: Because technology didn’t work the way it’s supposed to, Sally wasn’t able to join us on screen BUT she did join us in the Chat while her colleague (and director of financial services at the LIBF) John Somerville, was able to join Richard, Chris and Nicola on screen (from about 15 minutes in).
It’s a great conversation from start to finish and comprehensively explored:
- What specific support does each body offer paraplanners – and what makes the difference between them
- How can paraplanners influence the work of the organisations and how to get involved
- Whether there’s a place for paraplanner-specific qualifications
- How does membership work, what are the costs involved, and why do you need to maintain a membership (for PFS and CISI)
Plus plenty more.
What can you expect to take away?
Once you’ve listened or watched, you’ll have a much clearer understanding of what each professional body offers, which could be the right one for you, and how you can get more value from your membership.
Look out for another installment in 2026
There was so much to talk about that we didn’t manage to address even 50% of the questions that paraplanners had submitted so we’ll be setting up a second session featuring Chris, Nicola and – hopefully – Sally early in 2026.
If you want to know what’s on the minds of other paraplanners, then this is definitely the Assembly for you.
That’s because Scottish Widows’s Craig Spittal joined host, Richard Allum, and guests Alison Neale of Principle Paraplanning, to exclusively reveal key findings of this year’s Scottish Widows‘ Paraplanner Survey ahead of it’s formal publication in November 2025.
Since recording the results have been published and you’ll find them here.
Original insights on the big issues
During this recording of a lunch-hour online Assembly, Craig shares findings from a sample of 200 paraplanners who completed the third annual survey of paraplanners. Topics covered include:
- Job satisfaction – Do your paraplanning peers feel supported in their current role? And how eager are they to gain greater recognition and influence, and clarity over possible career paths? How high is confidence in the profession overall – and is it the same for everyone at every age?
- Platforms and due diligence – How many platforms do paraplanners use day to day? And what are the issues that grind paraplanners gears? Tune in to hear Alison, Craig and Richard’s thoughts.
- AI and tech – Is the desire for automation matched by tech adoption in paraplanners firms? Or are things moving far slower than the hype suggests? What – if anything – is holding paraplanners back from AI adoption? And how convinced is the community by the promise of AI? Does the carrot of greater efficiency dilute concerns about accuracy and data security?
What can you expect to take away?
Listen and you’ll hear practical insights, honest reflections, and a clear idea of where paraplanners like you think our profession is heading.
So tuck in to a helping of hot-of-the-press original research and take this chance to reflect on the attitudes and trends that are influencing paraplanning today.

Stop wondering if you’re doing the right things to grow your business: A power-up for outsourced paraplanners
Here’s a question that might keep you awake at night: how do you know whether what you’re doing to promote your outsourced paraplanning business is actually working? Or perhaps more fundamentally – where on earth do you even start?
If you’re nodding along, you’re definitely not alone. Whether you’re a new business needing to generate leads and build awareness, or you’ve been established for a while but want to grow and increase enquiries, the challenge is the same: cutting through the noise and actually getting noticed.
The good news? You don’t need an MBA in marketing or a hefty advertising budget to make meaningful progress. Just book your ticket to join us and your fellow paraplanners at this business power-up, Marketing that actually works (for outsourced paraplanners).
A full day focused entirely on practical marketing for outsourced paraplanners
Join us at Aegon’s London offices on Friday 14 November for a day designed specifically for outsourced paraplanners who want to take control of their marketing – without the jargon, without the overwhelm, and definitely without walking away with more questions than answers.
We’ve partnered with New Tradition, marketing and brand experts who specialise in making the complex simple, to deliver a hands-on workshop that cuts straight to what actually matters for your business.Plus, we’re delighted that Dr Tom Mathar from Aegon will be joining us to share his insights on achieving better success from referrals – because we all know that word-of-mouth remains a powerful tools in your arsenal.
What makes this day different?
This isn’t about theory or abstract concepts. You’ll spend the day building your own marketing plan using practical tools that you can take away and continue using long after the event ends.
We’ll focus on four fundamental areas that every successful outsourced paraplanning business needs to get right:
- Who you’re trying to reach – getting crystal clear on your target audience
- What you’re offering – defining your proposition in ways that actually resonate
- How you stand out – finding your point of differentiation and what you stand for
- Getting noticed – practical strategies for building relationships and visibility
Who should attend?
This day is designed for outsourced paraplanners at any stage of their business journey:
- New businesses who need to generate leads and build awareness from scratch
- Established practices looking to grow their client base and increase enquiries
- Anyone who’s ever wondered whether they’re focusing their marketing efforts in the right areas
What will you take away?
By the end of the day, you’ll have:
- Your own marketing blueprint – a practical plan specific to your business that you can implement immediately
- Reusable frameworks and tools – so you can continue refining your approach
- Confidence that you’re doing the right things – no more second-guessing your marketing efforts
- Actionable strategies for referrals – thanks to Dr Tom’s expertise
- Fresh perspectives and ideas – from working alongside other outsourced paraplanners
- New connections – with people who understand your challenges and can offer ongoing support
- A completed workbook – everything you need to keep moving forward
Most importantly, you’ll leave with the reassurance that comes from having a clear plan and the tools to execute it.
Agenda
Morning session
- Welcome and introductions
- Setting the foundation: understanding your current position
- Workshop 1: Defining your target audience
- Workshop 2: Clarifying your proposition
Afternoon session
- Workshop 3: Identifying your differentiation
- Workshop 4: Getting noticed and building relationships
- Dr Tom Mather (Aegon): Achieving better success from referrals
- Pulling it all together: your marketing blueprint
- Action planning and next steps
Ready to take control of your marketing?
If you’re tired of wondering whether you’re doing the right things to promote your business, and you want to walk away with a clear plan and the tools to implement it, this day is for you.
Places are limited to ensure everyone gets the individual attention they need to build their own marketing plan.
Book your place now.


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.