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?

/ more

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?

/ more

DB Pensions Transfers: The final frontier

6 December 2016

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

/ more

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.

/ more

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.

/ more

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.

/ more

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.

/ more

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.

/ more

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.

/ more