Curious about stochastic modelling? We’ll tackle the questions evryone should ask about stochastic modelling.
Learning Objectives
In this session we cover…
- Deterministic and stochastic forecasting and their differences
- What are the underlying assumptions?
- Historic data versus future expectations
- Framing, anchoring and managing client expectations
- How does this fit into the financial planning process
- Do we need it?
Exploring tax efficient retirement income strategies and keeping CGT in order.
Learning Objectives
In this session we covered…
- What tax matters to consider for pensions
- Which tax wrappers, in what order?
- Keeping CGT in order
- What the DFM has that got to do with CGT?
- Making sense of the numbers with CGT (calculations)
Paraplanner productivity hacks and ideas for process improvements.
Learning objectives
In this session we covered…
- Managing your time and your inbox (not just hitting delete)
- To do lists and prioritisation
- The art of delegation
- Tracking time – tools and tips
- How to focus – setting yourself up for success
- Procrastination: How not to!
This video covers the essentials for those of you trying to get your head around Centralised Retirement Propositions, or are some way along the journey of implementing one.
Learning objectives
In this session we covered…
- What is a CRP and how is it different to a CIP?
- The context to CRPs including PROD, the Retirement Suitability review and Dear CEO letters
- Where a CRP can help
- How firms use CRPs
- What can you include in your CRP
Exploring career options available to paraplanners
Learning objectives
In this session we covered…
- Caroline and Rohan’s career paths
- What they learnt in paraplanning that stands them in good stead today
- How they planned (or didn’t) their careers
- Their tips for moving from one role to another: How do you transition well?
John Bunker, consultant with Irwin Mitchell, freelance legal and tax trainer and in the process of writing the The Law Society’s Inheritance Tax Planning Handbook, takes us through some estate planning basics, focussing on the processes and procedures to be aware of.
Learning objectives
In this session we covered…
- Changes to the probate application process
- Major changes to the way applications are made for a grant of probate and the aims of HM Courts & Tribunals
- Service (HMCTS); Limits to applying online
- How much information is needed and recent changes Where applications are processed and the new Probate Registry.
- Estates and trusts: variations within 2 years of death
- Basics on using sections 142 (estates) and 144 (trusts), Inheritance Tax Act (IHTA) 1984.
- An introduction to IHT and CGT
- Potential use of variations for securing spouse exemptions and BPR/APR
- RNRB and planning through variations
- IHT process changes for the Covid-19 crisis
- IHT accounts: new procedures to adapt to the situation
- Payments (and repayments) of IHT electronically
- Help in paying IHT during the crisis
In this session a panel of experienced administration and client support professionals discuss their roles.
Learning objectives
In this session we covered…
- Best part of their role
- Common issues
- Remote working challenges and opportunities
- Tools and tips that have made life easier
- One piece of advice from each panel member that they are following in their own career
- Support available to Administrators and client service roles
Whether you’re new to the Paraplanner profession and want to find out more about CIPs or actively involved in a review of your business’ CIP, this session should help.
Learning objectives
In this session we covered…
- What is a CIP?
- CIP, PROD and client segmentation: How does it all fit together Is one CIP enough?
- Getting the measure of different types of CIPs
- CIP and CRP: Working together or in isolation?
- DIY or get a CIP in?
- Building a CIP
Having a robust strategy for vulnerable clients has always been important and in this session we discuss the key points. This was recorded during the pandemic.
Learning objectives
In this session we covered…
- Tools to ensure your approach is robust
- Help on how to evaluate your approach
- Putting in place any follow up measures
Using real life examples, this session focussed on the basic design principles for reports.
Learning objectives
In this session we covered…
- How people read documentation – yep, there is some science to it
- Basic layout principles i.e. fonts, font size, columns, justification, colour, logo placement, front covers and back covers
- Working with data – tables, graphs and charts
- Rules to be aware of for legibility and accessibility