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Paraplanners are crucial to financial planning. That's why we support the Paraplanners Assembly, where Paraplanners learn, fix and share things.

Get to know the Paraplanners Assembly

 

Introducing the 2021 Series

For the second year, we’re working with the Paraplanners Assembly to create this series of interactive online events, helping you to navigate the hot topics affecting the world of paraplanning.

We believe you’re the backbone of financial planning. You’ve got an amazing level of technical knowledge and we want to support you in the ever changing financial landscape.

And better still – all the sessions are CPD accredited!

Assembly 3 – CSI Paraplanners

What’s it all about?

In the third of this year’s Assemblies we’re returning to our CSI (Case Study Investigations) format, where we’ll crack a detailed technical paraplanner case study.

Ahead of the day, a team of investigators made up of paraplanners and an expert meet to dissect and discuss a case study to show:

  • How others approach this problem
  • The technical solutions they come up with
  • The workings - their thinking, the clues they look for along the way, what they weigh up and what supporting information they seek

Then it's time to leave no stone unturned as we invite you to put on your own detective's hat...

On Wednesday 20 October you'll become part of the investigation team.  Ahead of the day, you'll get clued up on the case study, which you’ll find here.

Then live on the day, whilst watching how the team solved our case, you'll watch as our chief investigator, Richard Allum and Assembly regular Les Cameron summarise the investigation, ask questions and share how you'd delve into the details. All this with the aim of solving the case (study) through the collective power of as many paraplanners as possible.

What's in the magnifying glass this time around?

The Assembly’s crack team are coming together from 1pm – 2pm on Wednesday 20 October to investigate: 

  • The key planning considerations when advising clients around the Lifetime Allowance
  • The operation of the Lifetime Allowance
  •  

Assembly 3 Recap

To watch the event replay, check out the case study solution and take the CPD head over to our news and views area.  

You’ll receive 1 hour of CPD achieving the following objectives:

To gain an understanding of:

  • The key planning considerations when advising clients around the Lifetime Allowance
  • The operation of the Lifetime Allowance
Recap

The CSI Team

Alyson Brooker

Paraplanner, The Paraplanners

As a Law graduate Alyson had originally planned a career practicing law but, despite achieving a Diploma in Legal Practice, she soon caught the paraplanning bug. 

Today, Alyson is a Chartered Financial Planner. Her background in law has particularly helped hone her skills in trusts, estate planning and general tax planning. 

Colin Stewart

Chartered Financial Planner, Certified Financial Planner and Accredited Paraplanner,  The Paraplanners

Colin has worked in financial services since 1999 and has worked in paralanning since 2002 with roles with firms of various sizes.  

Colin has a lot of experience in most aspects of financial planning.  With his strong pensions background he spends most of his time working with complex retirement plans, including cash flow plans, and defined benefit transfer analysis.

Caroline Singleton

Technical Specialist, Money Matters

Caroline has 20 years’ experience in banking and specialises in compliance. She has a particular interest in pensions and retirement planning, and enjoys talking all things finance. 

Richard Allum

The Paraplanners Assembly

In additional to his day job with outsourced paraplanning business The Paraplanners,  Richard is one of the founding volunteers of the Paraplanners Assembly.
 

Les Cameron

Head of Technical, Prudential UK

Les leads Prudential's technical team. He is a fellow of the PFS, spending time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, financial advisers and paraplanners. 

Hints, tips and tools

Lifetime Allowance case study

  

View Case Study

Upcoming events

2021 Events

Our 2021 events programme is underway including masterclasses on responsible investing with SRI Services' Julia Dreblow, and more from the Paraplanners Assembly. Leave your details and we'll be in touch to let you know what's coming up. 

Register here

Catch up on our previous Assemblies

Assembly 1

  PROD - The new sheriff in town

All about PROD

Assembly 2

  CIPs - A journey to the CIP Frontier

All about CIPs

Assembly 3

CRPs - The CRP shindig
 

All about CRPs - The 2020 report

Assembly 4

SRI/ESG - Building and managing your SRI/ESG Strategy

Building and managing your SRI/ESG strategy

Assembly 5

Wrappers and Tax

Wrappers and Tax

2021 Assemblies

CRPs - The 2021 Report

Check out our second CRP report

2021 CRP Report

Assembly 2

CSI Paraplanners - Divorce Case study

Divorce Case study