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.

Hints, tips and tools

Upcoming events

To hear about our latest events, just leave us your details and we’ll drop you an email to let you know what’s coming up.

2021 Events

We’ll soon be announcing our 2021 events programme. If you’d like to know what we’re planning just leave your details below and we’ll email you when the programme goes live.

Register here