Paraplanners PowWow Down South – July 2015

Yesterday I went to my first local Paraplanners PowWow. This is an informal ‘unconference’ where people in my profession can gather to talk freely. It’s a great chance to meet others and find out how each other does things. I’ve just joined the team that organise the London event so it was great to get […]

Building an ethical investment portfolio

I’m really pleased to have a piece published in this month’s Professional Paraplanner magazine. I was asked to explain how we go about building ethical portfolios for clients at EQ Investors. We feel that ethical investors really want to see their money doing something positive.  This is called Impact Investing. The Global Impact Investment Network […]

Professional Paraplanner Technical Insights Seminar

This morning I had the pleasure of attending the first ever Professional Paraplanner seminar. The team brought together an impressive lineup of top quality speakers covering a topical areas. Considering this is their first event it was incredibly slick and went without a hitch. Kicking off with a message from editor, Rob Kingsbury, we heard […]

IFP Paraplanner Conference 2015 – NUTs about Paraplanning

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 […]

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 […]

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 […]