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 suggest that there are seven virtues to look out for when drafting or reviewing reports. But what are they?

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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? Take an in-depth look at the process.

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The changing face of paraplanning

Kim Bendall answers the question “What do you do for a living?”

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