Download the slide deck from Assembly 1 - PROD.
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 1 – PROD
Recap
Watch lang cat’s Mike Barratt, Ascentric’s John Allen and the Assembly's Richard Allum getting to grips with:
- PROD and segmentation
- CIPs and CRPs –what's the difference and how do they work together?
- How do you deliver the right client outcomes?
- Where are the exceptions?
And don’t forget the session is CPDable – answer our questions to get your certificate
Take the CPDHints, tips and tools
After each Assembly we’ll be adding some great hints, tips and tools to keep you on the right track – keep checking back for new additions.
Slide deck
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 Online Assemblies
Assembly 2 - CIPs
- What is a CIP? Is one enough?
- Different CIPs – Pros and cons
- Do it yourself or get a CIP in?
- Build it – how do Paraplanners get their hands dirty with building a CIP?
Assembly 3 - CRPs
- Meeting your clients' needs?
- Investment pathways, income strategies and maintaining capital
- Cross generational thinking
- Tax efficiencies with allowances and wrappers
Assembly 4 - SRI/ESG Strategies
- 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?
- Keeping CGT in order
