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 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 CPD

Event 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.

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