FE Analytics is one of the most popular tools in the paraplanning community, so we are happy to be joined one of the FE team to explore some of its features.
Learning objectives
In this session we covered…
- How to build a portfolio
- The importance of setting portfolio weighting dates
- Aligning portfolio asset mix to suggested allocation
- Representing cash in analysis and portfolios
- Ex-ante costs and charges calculator
- Account admin
For paraplanners who are want to build an advanced knowledge of investment bonds and how they work.
Learning objectives
In this session we covered…
- Disregarded assets
- Updated top slicing guidance
- Maximising top slicing advantage with detailed case study
- Time apportion relief (pre and post 2016)
- Planning for UK resident non-domicile clients
- Bonds and retirement income strategies
For paraplanners who are want to build an intermediate knowledge of investment bonds and how they work.
Learning objectives
In this session we covered…
- Part surrenders vs full surrenders
- Tax due dates
- Combining part and full surrenders
- Policy years and tax years
- Deficiency relief
- Loss of personal allowance
- Recent Court rulings on ‘disproportionate’ cases
- Personal portfolio bonds
- Assignments
- Loans
For paraplanners who are want to build a basic knowledge of investment bonds and how they work.
Learning objectives
In this session we covered…
- Life assurance vs capital redemption bonds
- Jurisdictions: Isle of Man vs Ireland
- Brexit (arghhh)
- Who needs a bond?
- Tax within the bond
- Tax paid by the bond holder
- Bond withdrawals
- ‘New’ top slicing rules
Explore the latest financial planning issues that paraplanners should be considering with regards to later life planning. We’ll also share some of the useful resources the Powwow community have uncovered on care fees planning and support.
Learning objectives
In this session we covered…
- Later life planning
- Useful resources
The ins and outs of investment research
Learning objectives
In this session we covered…
- How to read a long scan from FE Analytics. We’ve all looked at them but what does it all mean and what can we do with it?
- How to research a fund
- How to start building an investment policy statement
Protection sits at the heart of many financial plans and we explore the basics.
Learning objectives
In this session we covered…
- Why is it needed
- What are the solutions
- Practical insight into policy set up
- What happens when a claim is made
Paraplanners discussing anything what we’ve got on, what we’re thinking about, what’s worrying us.
Learning objectives
In this session we covered…
- What’s the trickiest case you’ve worked on recently and how did you deal with it?
- How do you manage your workflow?
- What’s the best source for CPD?
- What top trick/tip can you share?
Develop a deeper understanding Centralised Retirement Propositions (CRPs).
Learning objectives
In this session we covered…
- What is a CRP – is it a CIP with a different name?
- Who is it right for?
- Building a process and strategy
- Tools and stress testing
- Reviews
A review of the different approaches taken by platforms to showing charges
Learning objectives
In this session we covered…
- The key points from the lang cat research of what the main platforms are doing – which you can read here (and we really recommend you read it before the Howwow)
- Discuss the level of control for adviser/paraplanner to determine when statements are run and sent
- What content is in them and how is it presented (we’ll be looking at some real examples)
- What happens if a client has assets on different platforms
- Impact on client relationships
- What the press are likely to say about it