The Paraplanners' Assembly Podcast Titelbild

The Paraplanners' Assembly Podcast

The Paraplanners' Assembly Podcast

Von: Paraplanners' Assembly
Jetzt kostenlos hören, ohne Abo

Listen to our latest online Assembly PLUS bonus content created to help paraplanners from across the UK learn, fix and share. To join our Assemblies live, look and book for upcoming events at paraplannersassembly.co.uk/events

Hosted on Acast. See acast.com/privacy for more information.

Paraplanners' Assembly Erfolg im Beruf Persönliche Entwicklung Persönliche Finanzen Persönlicher Erfolg Ökonomie
Folgen
  • The Self-Assembly Paraplanning Show

    The Self-Assembly Paraplanning Show
    Jun 18 2026
    We got together online at 1pm on Wed 17 June 2026 for The Self-Assembly Paraplanning Show.Why 'Self-Assembly'? Because host Sam Tonks and guests Alan Gow, Jackie Manning and Kimberley Malin started out with four talking points to cover in one lunch-hour. The topics were– how the paraplanning year has gone so far– what's coming up for paraplanners– what could be a thing but isn't yet, and– what events and resources they're recommending right nowThe result is a wide-ranging conversation that takes in mixed feelings about AI (it's handy for handover emails, but when it's confidently wrong..?), chat about rising role of annuities and gifting from excess income, plus questions about the decline of cash, what advice might look like in the future if so-called 'finfluencers' are allowed to continue to 'finfluence'.Fancy tuning in? Then listen now.Useful linksThere were loads of useful links shared of the course of the lunch hour. Here are the ones we managed to note down.Watch the Replay in Crowdcast (includes chat)Find out more about the PFS Paraplanning PanelPFS Paraplanning resourcesPFS Festival of Financial PlanningCISI Paraplanner Interest GroupEstate Research: Good webinars and resourcesM&G Trusts SchoolProfessional Paraplanner Technical Insight SeminarsThe Financial Planning ClubKings College London: Consumer Duty in the Age of AI & SustainabilityWhat If?... A Guide To Working Smart & Building Your Own Path In ParaplanningSign up for the Lang Cat newsletterSquiggly CareersOpen AI AcademyThink Fast, Talk Smart: The PodcastPodcasts from Adam GrantThe Private Eye podcastBooks from Freida Mcfadden Hosted on Acast. See acast.com/privacy for more information.
    Mehr anzeigen Weniger anzeigen
    59 Min.
  • What it’s like to start an outsourced paraplanning business?

    What it’s like to start an outsourced paraplanning business?
    Jun 4 2026

    Setting up your own outsourced paraplanning business can be an exciting prospect but going into it with your eyes open and with the benefit of other people’s hard-won experience makes for a much stronger start.

    This Assembly brings together three paraplanners who’ve recently done exactly that, for an honest conversation about what it’s really like.

    Join us online at 1.00 pm on Wednesday 3 June for an honest, practical conversation about what it really takes to start an outsourced paraplanning business.

    Host Richard Allum is joined by three paraplanners who’ve recently done exactly that: Jawaad Tanwir founder of ParaplanX, Ellie Bailey founder of Paraflo, and Phillip Williams of Beyond Paraplanning (and author of ‘What If?…: A Guide To Working Smart & Building Your Own Path In Paraplanning‘).

    Together they’ll reflect on their own experiences and share what they’ve learned, covering:

    • what the outsourced paraplanning market looks like right now, and whether it’s a good time to be thinking about this
    • the questions worth asking yourself before you take the leap and how to know if it’s genuinely what you want
    • how to go about setting up an outsourced business in practice
    • what they wish they’d known at the start, and what they’re still figuring out
    • how they’re finding balance in work, in business, and beyond


    What can you expect to take away?

    You’ll leave with a clearer picture of what outsourced paraplanning business life actually looks like including the opportunity, the reality, and the things worth thinking through before you commit. Whether you’re seriously considering it or just curious, this is an opportunity to hear from people who’ve been exactly where you are.

    Hosted on Acast. See acast.com/privacy for more information.
    Mehr anzeigen Weniger anzeigen
    1 Std.
  • Westminster watch: politics, pensions and paraplanners

    Westminster watch: politics, pensions and paraplanners
    May 28 2026

    Host Leanne Pickering from Pivotal Paraplanning is joined by James Jones-Tinsley, self-invested pensions technical specialist at Barnett Waddingham, to catch up on what's been happening in Parliament and politics and what it means in practice for paraplanners and their clients.

    They cover the:

    • local election results
    • state opening of Parliament
    • new Enhancing Financial Services Bill
    • Pension Schemes Act 2026 and the salary sacrifice changes due in April 2029; and
    • HMRC technical note on IHT and pensions – including what's still unclear and why that's causing real headaches for estates that need to be settled within six months of death.

    There's also a discussion about what a change in Labour leadership might mean for the pensions landscape, and whether the IHT on pensions rules could yet change before April 2027.

    If you've been keeping one eye on the news and another on a client's estate plan, this one's well worth your time.

    Hosted on Acast. See acast.com/privacy for more information.
    Mehr anzeigen Weniger anzeigen
    36 Min.
adbl_web_anon_alc_button_suppression_t1
Noch keine Rezensionen vorhanden