Developing Paraplanning

It is a very interesting time to be involved in Paraplanning (and Financial Planning in general). There are unprecedented changes to the way established products such as pensions work. This coupled with a new government around the corner mean that we can expect further changes.

The Retail Distribution Review (RDR) has forced many advisers to up their game (or retire). This has provided an excellent opportunity for the role of Paraplanner to take on a deeper meaning. Now rather than simply writing reports our expertise (and in businesses like the one I work for, our experience of a wide range of different client types) is called upon to add value for clients. Paraplanners need to be achieving or exceeding the qualification/skill levels of advisers so that we can best work together.

The key professional bodies are keen to enhance the support they provide to the Paraplanning profession. We are less than a month away from the IFP Paraplanning Conference 2015 which I am looking forward to attending (and saying a few words at). In addition there are resources such as The ParaHub, Professional Paraplanner, and the Paraplanner PowWow movement.

This week I will be taking part in the PFS’ first Paraplanner Practitioner Panel (try saying that fast!) which is a great honour. I have garnered feedback from my colleagues but if you are a Paraplanner reading this, what do you want me to say? What support do you want from the PFS? What suggestions, ideas etc do you have?

Drop me a note through the form below or Twitter @DanAtkinsonUK. I would love to hear from you.

The first session is on Thursday morning…

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About Dan Atkinson

A Paraplanner at EQ Investors since August 2010, Dan’s Music Technology degree helps him approach Financial Planning problems creatively. IFP Paraplanner of the Year 2014 and member of the PFS Paraplanner Practitioner Panel, Dan is working towards Chartered status and recently became a CISI Accredited Paraplanner. Dan is also involved in youth work at his local Church in Hatfield.

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