The Paraplanners

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