We're delighted to share our latest research done for us by NextWealth.
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.
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 3 – the CRP Shindig
Recap
Watch NextWealth's Heather Hopkins, Ascentric's John Allen, Lift Financial's Jonny Stubbs and the Paraplanners Assembly's Richard Allum discuss:
- The world of CRPs
- Meeting your clients' needs
- Investment pathways, income strategies and maintaining capital
- The emergence of cross generational thinking
- Tax efficiencies with allowances and wrappers
And don't forget the session is CPDable - answer our questions to get your certificate
Take CPDEvent Speakers
John Allen
Institutional Business Development Director, Ascentric
John advises businesses on weathering the changing commercial, regulatory, and propositional landscape. CIPs an CRPs are high on his agenda post MiFID II and PROD as well as driving cost out of portfolios and processes.
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.
Heather Hopkins
Founder and Managing Director, NextWealth
Heather is a data and research expert specialising in retail investment distribution and was previously Head of Platforum and Head of Research at Hitwise.
Heather organises the Women in Investments meet-up which supports female leaders in the investment industry and writes a column for New Model Adviser.
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.
Hints, tips and tools
Nextwealth CRP Benchmarking Report
Slide deck
Download a copy of the slides deck from Assembly 3 – the CRP shindig. You’ll find it helpful in completing your CPD test.
CRP Checklist
We’re developing a range of guides and checklists so keep checking back for the latest additions.
Securing income for your clients
John Allen shares his thoughts on a key finding from our adviser CRP benchmarking research.
Why now may be the time to review your CRP
John Allen considers why the events so far in 2020 mean now could be a good time to review your CRP
Upcoming events
A sneak peek at our upcoming Online Assemblies
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.
Previous Assemblies
Assembly 1 - PROD
Click here to view our first Assembly
Assembly 2 - CIPs
We took a deep dive into the world of CIPs including the pros and cons of different CIPs, how to build one, and more.
Assembly 4 - SRI/ESG
- Which tax wrapper – and in what order?
- DFMs and CGT?
- Doing the CGT sums
- Multi asset funds with tax benefits
Assembly 5 - Wrappers and Tax
- What tax matters to consider for pensions
- Which tax wrappers, in what order?
- Making sense of the numbers with CGT (calculations)
