We’re supporting the Paraplanners Assembly

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

So we’re supporting the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, 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 1 – CRP

Session Information

For 2021’s first assembly, Next Wealth’s Heather Hopkins, author of Ascentric’s 2nd annual Centralised Retirement Proposition (CRP) report will take us through what’s evolved in the exceptional circumstances of the past year.  She’ll be joined by Lift Financial’s Jonny Stubbs and Ascentric’s John Allen to discuss what that means for Paraplanners.

This practical session will cover:

  • CRP v CIP and how they are used
  • Key trends and developments in CRPs
  • Cash buffers/bucket/layering and the alternative options
  • Sequencing risk, withdrawal strategies, client segmentation and regulatory updates
  • Legacy and later life planning as part of a CRP
  • Tools and software

Recap

This Assembly has now completed. Click the button below to view our recap and also complete your CPD.

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

  • Understand the key trends and developments in CRPs
  • How to use cash buffers, buckets and layering approaches
  • What withdrawal strategies are available
  • How legacy and later life planning fit in to a CRP

View recap

Event Speakers

Heather Hopkins

Next Wealth

Heather is a data and research expert specialising in retail investment distribution.

Heather was most recently the head of Platforum, a market-research firm servicing the UK platform market and was previously Head of research for Hitwise, an internet data analytics company.

Johnny Stubbs

Lift Financial

Johnny has nearly 20 years financial services experience in advising, compliance and paraplanning (both in house and outsourced).  He has particular interest in how technology can drive efficiencies and improve communication with clients.

John Allen

Ascentric

John advises businesses weather the changing commercial, regulatory, and propositional landscape. CIPs an CRPs are high on his agenda as well as driving cost out of portfolios and processes.

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 Powwow.

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