Paraplanners Assembly 2020

We know that Paraplanners are crucial to the financial planning process.

So we’re delighted to support the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things.

This series titled the Magnificent Five aims to provide you with information and resources to support you in the ever changing financial landscape.


First in the series looks at PROD, segmentation and delivering the right outcomes for clients.


The second in the series looks at CIP, segmentation and creating a process.


Third in the series looks at CRPs, client needs, income strategies, intergenerational thinking and tax efficiencies.


The fourth in the series looks at SRI/ ESG building and managing your SRI/ESG strategy and tax efficiencies.


Fifth in the series looks at CRPs, tax relief on pensions, investment income and gains and losses.

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