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 […]