I’ve started Tweeting about #putbackin2016 and want to share with you what it’s all about. My aim is to encourage other Paraplanners to be active in reinvesting in their community. I’m happy to help however I can so do get in touch.
It was a pleasure to be at the conference for the first time this year. Now in its fifth year this is an excellent opportunity to network with other Paraplanners and learn new things. The event is put together by the Institute of Financial Planning and combines a strong technical focus with practical skills sessions. This […]
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 […]
Those of you who are active on Twitter may well have noticed a fair amount of debate this weekend on how products fit in with the financial planning process. I think that it would be fair to say that in most cases the processes Paraplanners work with are set by their employers (or clients in […]
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. […]