Financial Planning – “avec ou sans” products

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 […]

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.   […]