A Paraplanner’s view of the pension reforms

We’ve all had a while now to digest the reforms to UK pensions which will be in force from 6 April. If you are anything like me, you will have attended more than a few sessions. The purpose of this article is not to cover these areas again, but to give a few ideas to […]

Paraplanning – a career to be proud of and opportunities in abundance!

We are in one of the most exciting times to be involved in financial planning.  Taking pensions as an example, we have unheard of flexibilities and enormous financial planning opportunities.  The risk of running out of money means that we are seeing a greater focus on lifelong financial planning – particularly using cash flow modelling.   […]