The Paraplanners

Blog / Paraplanning

 

The changing face of Paraplanning

28 October 2017

The other day, someone asked me a question that always fills me with dread. “What do you do for a living?”

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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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UFPLS in practice

23 March 2016

Colin talks through the practicalities of taking the full pension fund for a client.

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Grow your own paraplanner

8 February 2016

With demand for paraplanning on the rise, Kim asks what's best – to recruit or grow your own paraplanner?

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Work experience at The Paraplanners

4 November 2015

A Level student James Saunders shares his thoughts on a week's work experience at The Paraplanners

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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 student's view of the IFP's Paraplanning Conference

27 May 2015

The winner of our competition for a student to attend this year's IFP Paraplanning Conference describes his experience of the event.

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