Paraplanners' Assembly

Are you thinking about stepping into a leadership role in paraplanning? Or perhaps you’re already managing others and want to build your skills? Either way, our specially extended lunchtime Assembly at 12.30pm on Wednesday 13 November is for you. Over 90 minutes, you’ll explore what kind of leader you could be and discover how you can make that step with confidence – all from the comfort of your own desk (or canteen, cafe, or kitchen table). Wherever you’re joining from, we’ll have Aegon UK’s learning and organisational consultant, Sarah Purves, on hand to help. Throughout the Assembly, Sarah will be inviting you to try out a series of exercises that will help you: 🔸Identify the leadership qualities you already have (you might be surprised) 🔸Discover your natural management style by learning from what’s worked (and what hasn’t) with your own managers 🔸Get better at those tricky conversations that come with leading others 🔸Build a practical toolkit you can use straight away to have more impact in your role What’s more, Sarah will be joined by paraplanner Ellie Welling from Succession Wealth who will be sharing her own experience of moving into a leadership role – what she’s learned, what she wishes she’d known, and how she’s gone about developing her own approach to managing a team. It’s an Assembly that’s specially designed so you can: 🔸share your thoughts about the challenges of leadership without judgment if you’d like to 🔸learn from the experience of others at different stages of their career 🔸gain practical tips you can actually use right away 🔸work out if leadership is right for you and what it could look like 🔸ask questions you’ve always wanted to ask about managing others There’s no magic formula for becoming a leader. But there are tools and techniques that really work. Whether you just want to tune in to listen and learn, or get stuck in and share your thoughts in the Chat, you’ll be really welcome. So how about it? Book your spot here - https://bit.ly/4dXUIhz

Do you know what you don’t hear enough about these days? Tomorrow’s Budget. No but seriously…you don’t really hear much about how exactly measures that Rachel Reeves announces tomorrow will become law – and how quickly. So that’s why host Leanne Pickering of Pivotal Paraplanning and James Jones-Tinsley of Barnett Waddingham recently recorded this special eve-of-the-Budget Assembly. Together, Leanne and James explore how measures contained in the Budget statement are turned into client advice - from Parliament, through providers, paraplanners, and other advice professionals - ensuring compliance with the latest laws and regulations. Along the way, they explore examples of when things go well (like the pensions industry’s prep for A-Day) and when they don't (the ongoing saga of lifetime allowance abolition). You'll learn about the stages that the Finance Bill must pass and why some changes can happen overnight while others take months to implement. Plus Leanne and James share some ideas about client questions during periods of uncertainty including sources of information that can be helpful. Whether you're puzzled by parliamentary processes and want to understand more, or just want to brush up on your knowledge of how Budget measures become a feature of your daily work, this conversation offers you a really accessible and interesting primer. Listen now on Acast https://buff.ly/3C4txUW (or search ‘Paraplanners’ Assembly’ on your favourite podcast app). Or watch on Vimeo: https://buff.ly/4f16tFj #paraplanning #paraplanners #learnfixshare #financebill #ukparliament

Have you subscribed to our monthly newsletter? It covers everything every paraplanner could need to know about Assembly. Want to add yourself to our mailing list? Follow this link ➔ https://bit.ly/4bn1ZaB #stayinformed #paraplanning #newsletter #paraplantogether #community

In top spot is 🌟 Revealed: What do paraplanners REALLY think about paraplanning?🌟 In this Assembly, Craig Spittal of Scottish Widows revealed the findings of Scottish Widows’ latest annual survey of paraplanners in the UK. For a long time, paraplanners (and paraplanning) were lucky if they received even a passing mention in the conclusions of surveys of advice professionals in the UK. So this online Assembly – packed with findings from original research commissioned and conducted only among paraplanners – doesn’t just offer a really clear snapshot of how paraplanners are feeling about the world of advice today, it also offers us all a chance to reflect on what’s affecting our profession and help focus our minds on how we’d like to shape our profession in the future. https://bit.ly/4f1G3mc Here's a recap of the week! 1. Revealed:What do paraplanners REALLY think about paraplanning? 2. Cracking the inheritance tax code: a case study in calculating IHT 3. Client cash and platforms: what every paraplanner needs to know 4. Death. Trusts. And paraplanners. 5. A plain English guide to old pensions jargon: Part two Find all of these on the Podcast, just search for Paraplanners' Assembly - don't forget to Like, Follow and Subscribe! #Podcast #Paraplanners #Countdown #Topofthepods #Survey

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 Group explores not one, not two, but three case studies that – together – spotlight essential planning considerations for clients who have spent time overseas, and have invested abroad or hold offshore bonds. Listen to the latest podcast episode https://bit.ly/3zZghAx #Paraplanning #ParaplannersAssembly #CaseStudy #LearnFixShare #WealthSolutions

In number 2, we help to bring a technical topic to life in a case study! We know you love them! Cracking the inheritance tax code: a case study in calculating IHT has proved a favourite. Find out why by tuning in! Host Richard Allum is joined by Graeme Robb from M&G Wealth as he guides us through a case study in which he broke down each stage and addressed common misconceptions. During the lunch-hour Assembly, Graeme covered: 🔸Nil rate bands: how nil rate bands come into play and their place in calculations 🔸Failed PETs: learn how to bring failed potentially exempt transfers (PETs) back into the equation 🔸Chargeable lifetime transfers: discover the impact of transfers requiring a 14-year look-back period 🔸Allowances on Death: explore the various allowances that can be factored into calculations if unused 🔸Taper relief: how it actually works - it's not what many think! 🔸Charitable gifts: unpack the 36% band for charitable gifts and find out how to calculate it correctly 🔸Deeds of variation: understand their influence on IHT calculations 🔸Tax Responsibility: who's actually responsible for paying the calculated tax How does that sound? Tune in now. Just search 'Paraplanners' Assembly' in your preferred podcast app. https://bit.ly/3BKTx7I #Podcast #IHT #Tax #Paraplanners #Paraplanning #LearnFixShare #Assembly

⏱️ THIS IS YOUR 10 MINUTE TIMER! ⏱️ Grab yourself a notepad 📓 and a cuppa 🍵 and join us at 1pm for ''How to level up your Retirement Income planning in one lunch hour". https://bit.ly/3BAfwhs

We're officially half way through our Top of the Pods countdown. Have you listened to numbers 5 and 4? At number 3 is 'Client cash and platforms: what every paraplanner needs to know'. You’ll discover how a platform like Transact calculates the total interest earned across both daily trading and longer-term deposit accounts. Additionally, it’s crucial to understand how varying charges from different platforms can impact the interest returned to clients. If fixed-term deposits on platforms interest you, Glen covers that topic as well. Moreover, Glen explains how different wrappers handle cash interest, ranging from tax-free ISAs to the more complex general investment accounts (GIA). Lastly, did you know there’s a growing trend among some UK businesses, as of September 2024, to move corporate cash onto platforms? Tune in to learn why. https://bit.ly/3zdHFKq #Podcast #LearnFixShare #OnlineAssembly #ClientCash #Paraplanners #Paraplanning #Investment #WealthManagement

Managing a client’s wealth after their death is a crucial aspect of a paraplanner’s role. However, determining the best strategy can be challenging, especially when missing a key detail can lead to costly mistakes. So, how can you navigate this complexity? By staying informed with the latest insights. Neil Macleod, a senior technical manager at M&G Wealth, recently shared his expertise on death, trusts, and paraplanning. In this lunch-hour Assembly, Neil discussed: 🔸The types of trusts that can be established upon a person’s death 🔸How to identify different trust structures and their implications 🔸The income tax and capital gains tax treatment of trustee investments 🔸Strategies for selecting suitable investments for specific trusts 🔸Practical approaches to advising trustees on investments 🔸What will you learn from this online Assembly? By the end of this session, you’ll be able to: 🔸Identify the types of trusts that can be created upon a person’s death 🔸Describe the income tax and CGT treatment of trustee investments 🔸Select appropriate investments for various trusts No matter how complex the cases you handle, this is an excellent opportunity to benefit from Neil’s expertise and stay current on death and trusts. Listen here and get a copy of the slides for your CPD record here https://bit.ly/3y09Wnj or search Paraplanners' Assembly on your favourite podcast provider. #Paraplanners #Death #Trusts #CGT #Incometax #ClientWealth #WealthManagement #ParaplannersAssembly #LearnFixShare

What’s the right balance between drawdown and secure income strategies? (Is there a balance to be struck at all?) What steps can you take so your client won’t simply run out of money? And how can you be sure that the FCA will agree that your approach to retirement income is consistently suitable? Join us online at 1pm on Wednesday 23 October when Parmenion’s Patrick Ingram will be sharing practical ideas and insights to help you think through today’s planning challenges. To save your spot, tap the link now. https://bit.ly/3BAfwhs #RetirementIncome #ParaplannersAssembly #LearnFixShare