Thank you for joining us at the Paraplanners Assembly x Just new era of retirement workshop.
Here’s a few resources to help you build on or share what you’ve learnt
- The Paraplanner Support page on the Just website is packed full of useful tools
- The slides from the workshop
- The workbook from the workshop
If you’d like to learn more about this topic, you can get in contact with the Just team or we can put you in contact!
Links from the event
Many of you shared useful links for further exploration.
Just tools
Related Online Assemblies
Risk profiling and mapping: September 2021
Stochastic modelling: January 2021
Cash flow modelling 1: May 2021
Cash flow modelling 2: July 2021
Making sense of FOS 1: October 2019
Making sense of FOS 2: October 2019
Useful links from your colleagues
ONS life expectancy calculator
Calibrating capital: 3 types of enough
Cornerstone Wealth Adviser: The withdrawal policy
Academic report from The Journals of Gerontology
LPA discretionary investment clauses
Transfer advice gap webinar and paper