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 Magnificent Five

We’re working with the Paraplanners Assembly to create this series because 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!

Online Assembly 2 – CIPs


Ascentric’s John Allen, the Assembly's Richard Allum, LGT Vestra’s David Lane and Lift Financial’s Jonny Stubbs take us on a journey to the CIP frontier.

  • What is a CIP?
  • How CIP, PROD and client segmentation fit together
  • Is one CIP enough?
  • Different types of CIPs
  • CIP and CRP: Working together or in isolation?
  • DIY or get a CIP in?
  • Building a CIP

And don’t forget the session is CPDable, just watch the video and take the short CPD test.

Take the CPD

Event Speakers

John Allen

Institutional Business Development Director, Ascentric

John advises businesses on weathering the changing commercial, regulatory, and propositional landscape. CIPs and CRPs are high on his agenda post MiFID II and PROD, as well as driving cost out of portfolios and processes.

Jonny Stubbs

Lift Financial

Jonny 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.

Richard Allum

Managing Director, The Paraplanners

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

David Lane

Partner and Business Development Technical Director, LGT Vestra

David is a partner and business development technical director at LGT Vestra, joining from AXA where he was a senior technical consultant based in Central London. David specialises in providing technical consultancy services to IFAs, lawyers and accountants focusing primarily on UK pensions, tax and trusts and general financial planning.

Hints, tips and tools

Slide deck

Download slide deck

CIP guide

Coming soon

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