Our guests – Guy Anderson from Just, Sarah Lees from Plan Works, Ben Mastel from 7IM and Sam Tonks from Succession Wealth – discussed the case of Holly Gennero – a divorced mother of two. (Can you spot the film reference? It was the last CSI before Christmas). The team covered the following retirement income options:
- traditional invested drawdown
- annuities
- structured decumulation programmes
Plus concepts including:
- sustainable income levels
- how to measure the chance of success
- stress testing
- options for money not needed for income
Interested? Then just tap ‘Book now’ to save your spot. (And look out for the link to the retirement income case study in a couple of days before the event.)
From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.
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You don’t come across SSAS very often, but when you do you need to know what you’re doing with them. We can help with that.
Learning Objectives
During the session we covered…
- Who they are suitable for?
- How they work – SSAS
- SSAS versus SIPP
- Loan back and self investment
- Planning tips
Brian Radbone of Transact and Richard Allum of The Paraplanners discuss how new regulations designed to prevent pension scams will affect advice professionals and providers dealing with pension transfers.
James Jones-Tinsley of Barnett Waddingham and Richard Allum pick their way through the potpourri of jargon associated with old pensions contract.
Many paraplanners may never have worked on an annuity or have less experience since pension freedoms came in. In this session, we cover the basics of guaranteed income.
Learning objectives
During the session we covered…
- The basics of guaranteed income
- Underwriting
- How annuities have evolved
- Comparing to drawdown
- Planning and research
- Regulation
In this brief but wide-ranging conversation, Will Mcintosh-Whyte of Rathbones talks with Richard Allum of the Paraplanners’ Assembly tackle the question of what ‘responsible investment’ is and whether it differs from ideas like ESG, or ‘ethical’ and ‘sustainable’ investing.
Learn more about the UK trust registration service requirements for UK taxable trusts and UK express trusts.
Learning objectives
During the session we covered…
- The Trust Registration Service
- Taxable trusts
- Non-taxable trusts
- How to register
- Policies issued from Ireland
A back to the basics on inflation and what it means for paraplanners.
Learning objectives
During the session we covered….
- What is inflation?
- What is it made up of?
- Why has it gone up so much, so fast?
- What do we think will happen in the future?
- How it affects assumptions and cash flow planning
A deep dive into a trust deed and the information and points paraplanners should look out for.
Learning objectives
During the session we covered….
- Why are you reading the deed?
- What kind of trust is it?
- Who is involved?
- Who is entitled to what?
- Trustees’ investment responsibilities
A festive wrap up with a paraplanner quiz to boot.