Book now

Add your email address below and tap Next

Is it time to challenge your assumptions about planning assumptions?

Financial planning
Self recorded

Tuesday 19th December 2023





Richard Allum and Paradigm Norton’s Dan Atkinson get to grips with the topic of planning assumptions.

For what seemed like AGES, low interest rates and low inflation rates gave the impression that the factors affecting a client’s future were pretty predictable.

But more recently, roller-coaster interest and inflation rates, combined with pandemics and wars, could leave you thinking that the future is altogether more unpredictable.

But is it?

Assumptions that are fit for purpose

During this online Assembly, Dan and Richard explored ways to think about planning assumptions in future.

They considered the kind of indicators you can use to form a set of assumptions with the durability to withstand those periodic headwinds sparked by social, economic and environmental events – the kind that have dominated our lives lately.

Of course investments are important but healthspans, death, inflation, spending, retirement, care and more have the potential to feature.

And then there are clients with specific outcomes in mind to add to the mix – for instance, meeting school fees, saving to offset childrens’ university tuition fees or deposits for their first homes.

Don’t miss out

Tune in and you’ll discover you’re in good company. Not only is Dan responsible for Paradigm Norton’s financial planning assumptions, he also owns a crystal ball (he actually does) so – one way or another – he’ll have all bases covered.

Listen now

By loading the tweet, you agree to Twitter's privacy policy.
Learn more

Load tweet


Dan Atkinson
Paradigm Norton

Dan is a Certified Financial Planner™, a Chartered Financial Planner and an Accredited Paraplanner™. He is also a Fellow of both the Chartered Institute for Securities and Investment (CISI) and the Personal Finance Society (PFS).

Having won several awards in his field, Dan continues to work with CISI (where he chairs the Paraplanner Interest Group) and other organisations to support others involved in this area of Financial Planning by writing articles and hosting conferences and events.

Share Event