The Paraplanners

Blog / Financial Planning

 

Kicking the habit

10 January 2017

Suitability and due diligence should start with clear and actionable client objectives – but how often do we get these?

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Cashflowbia: The ones that got away

10 January 2017

What can be done when faced with clients who are too scared to look at their numbers?

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DB Pensions Transfers: The final frontier

6 December 2016

Kim takes an in-depth look at the defined benefit pensions transfer process

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An adviser's 5-point checklist for paraplanning cases

21 September 2015

'What information do I need to give you? is one of the most frequent questions that advisers ask paraplanners. Kim suggests a five-point checklist.

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A gilt-edged retirement?

1 April 2015

The latest pension changes pose challenges to clients, financial planners and paraplanners alike. Kim explores the issues and suggests some key principles to consider.

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Video: Richard joins live post-RDR webcast debate

12 December 2013

Watch The Paraplanners' Richard Allum in a recent debate about post-RDR financial planning hosted by Cofunds with IFA Online.

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Deprivation of assets for long term care

15 November 2012

Kim shares her thoughts on long term care planning and the implications for paraplanners when creating suitable scenarios for clients.

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I am seeking election to the IFP Board. This is why.

2 August 2012

I am Richard Allum and I am standing for election to the Board of the IFP.

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Essential technology for paraplanners

7 June 2012

While the title of this post suggests this may be a definitive list of technology paraplanners need to run a business or provide paraplanning support within their business, it isn't.

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