Paraplanners' Assembly

For our very first online Assembly of 2025, we asked whether we'd absolutely definitely seen the back of all the corrective legislation, clear-as-mud HMRC guidance, and lifetime allowance (LTA) limbo that paraplanners, advisers and clients endured for long periods over the previous two years.So for those who wanted to be certain where things stood, and confirm for themselves that t

Each of us shares an ever more complex and connected planet. One where we’re all facing the consequences of a human-made climate emergency and conflicts. A world of profound inequalities in health, economic and social outcomes between – and within – populations. So it shouldn’t be a surprise to learn that more and more clients are looking for returns that aren’t meas

Aegon UK’s Sarah Purves and Succession Wealth’s Ellie Welling return for a follow-up to last month’s ‘What kind of paraplanning leader will I be?’ Assembly.Picking up where they left off in November, Sarah, Ellie and host, Richard Allum, explore a topic that every aspiring and existing leader will experience during their career: difficult conversations. Sarah shares

Think you know how to stay safe online? No matter how savvy you think you are, even people who have never known a world without the web can fall victim to sophisticated scams (listen out for the case of a 20 year old digital native who nearly lost £000s in a fake HMRC email scam). Which is why you should tune in to this eye-opening conversation with Sarah Coles, Parmenion’s

Scottish Widows’ pensions specialist (and Big Day Out 2024 ‘Quiz the Expert’ alumnus), Gareth Davies, joins host, Richard Allum, for the follow-up to his popular ‘Is there a recipe for successful retirement income advice?‘ Assembly which we held back in June.Why a second helping?An unbelievably busy Chat meant that Gareth fielded a fair few comments and questions which le

This online Assembly focusing on professional development would not be possible without the generous support of Aegon UK. Thanks to the team at Aegon for supporting this week’s event – and for supporting the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.---Perhaps you’ve been thinking about stepping into a le

Perennial Assembly favourite, Les Cameron of M&G Wealth, joined us to share his thoughts on Labour’s Budget on 30 October.As well as the fact that Rachel Reeves made history by becoming the first woman to deliver a budget as Chancellor of the Exchequer, were there measures that are sure to feature when Budget history is written?Or were the widespread jitters among savers and

Rachel Reeves will become the first woman in UK history to deliver a Budget statement on Wednesday 30 October. But how exactly will the measures that she has announced become law – and how quickly?That’s the question that host Leanne Pickering of Pivotal Paraplanning and James Jones-Tinsley of Barnett Waddingham tackle in this Assembly. Together, Leanne and James explore h

What steps can you take to make sure your client’s plan will deliver a reliable income in retirement nowadays?After all, it’s an area of advice that is coming under some significant regulatory attention. Because not only is it the subject of a thematic review but the arrival of The Consumer Duty has also turned the spotlight on the suitability of advice too. Retirement inc

You can’t beat a good case study or two for discovering and consolidating technical knowledge, insights and practical ideas. So you’re going to love this special episode in which Steve Sayer of Utmost International explores not one, not two, but three case studies that – together – spotlight essential planning considerations for clients who have spent time overseas, an