Discover how The Paraplanners can help you
The Paraplanners work with financial advisers to help clients make sense of their money. Working side-by-side with financial planners and advisers, we offer ideas and insights through research, analysis and reports.
The 7 virtues of suitability reports
It's one of the pivotal tasks that paraplanners perform, but what's the difference between an excellent suitability report and a so-so one?
The Paraplanners' Kim Bendall, thinks she knows.
In fact, Kim suggests that there are seven virtues to look out for when drafting or reviewing reports. But what are they?/ more
Nine reasons why advisers love to outsource their admin to The Paraplanners/ more
Discover what our brand of paraplanning service stands for and what it means for financial planners now and in the future./ more
DB Pensions Transfers
Should a review of a client's final salary be at the heart of determining suitability on DB transfers? Kim takes an in-depth look at the process./ more
What do paraplanners do?
This question is often a cause for discussion and usually it's debated in terms of the tasks, not the benefits. We liked this answer./ more