Sharing practical tips and experience on how to build and run a paraplannning team.
Learning Objectives
In this session we covered…
- Career development path
- Balancing technical skills within a team
- Relationship management and development (between adviser, director, paraplanner, administrator, client – contracting)
- Dealing with tricky customers, advisers, team members
- Workflow management
- Developing your own skills as a team leader
- Getting buy in from the business owners/advisers and the other paraplanners for your role
A review of FICs to highlight considerations when choosing to create an investment company.
Learning objectives
In this session we covered…
- A review of FICs to highlight considerations when choosing to create an investment company.
Is passing the pension fund directly on to the spouse/next generation the best option for all clients?
Learning objectives
In this session we covered…
- Is passing the pension fund directly on to the spouse/next generation the best option for all clients?
Looking at the tax and admin problems that trustees face.
Learning objectives
In this session we covered…
- Is passing the pension fund directly on to the spouse/next generation the best option for all clients?
Avoiding unforeseen IHT. Getting it right for clients that require more than one solution.
Learning objectives
In this session we covered…
- Looking at the tax and admin problems that trustees face.
Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income.
Learning Objectives
In this session we covered…
- Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income.
Cash flow planning from a paraplanner’s perspective.
Learning objectives
In this session we covered…
- How to research and do due diligence on a tool
- How to review it’s continued suitability
- Different tools and their uses
- Things that can go wrong
- What the FCA think
Looking at DB transfers in light of the recent FCA Policy Statement PS18/6 and Consultation Paper CP18/7. We talk through the application of these papers and their potential to improve the quality of pension transfer advice to clients.
Learning objectives
In this session we covered…
- Is the new Appropriate Pensions Transfer Analysis with the Transfer Value Comparator an improvement over the current TVAS?
- Would the development of a standardised data request to trustees from advisers be a helpful development?
- Contingent charging
- Investment risk vs transfer risk
- The FCA’s investigation into unsuitable pension transfer advice
Word experts, Quietroom help us run an hour-long report writing surgery.
Learning Objectives
In this session we covered…
- Writing and communication techniques
- Language usage that resonates with clients
- How to proofread like a boss
A deep dive on risk profiling
Learning objectives
In this session we covered…
- The concerns about risk profiling that the FCA have flagged twice this year. What are firms still getting wrong?
- What are the main findings from Rory’s recent research paper into risk profiling tools