(Plus there's 1 hour CPD available.)
See you there? Follow the link
bit.ly/3Ity6f5
#paraplanning #paraplanners #learnfixshare
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For many of us, being a paraplanner is exactly what we want to be. But what does career progression in paraplanning look like? And what if you decide to branch out into other disciplines along the way?
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– the chance to catch up with paraplanners you already know and spark new connections with ones you don’t
– delicious farm fresh food (plus sweets, chocolate and possibly ice cream)
Find out more and grab your ticket – only £50
bit.ly/4mKUNKQ
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Did you miss Wednesday's online Assembly on tax wrappers featuring Neil Macleod from M&G's technical team? Then listen now as Neil joins host, Leanne Pickering, to explore when bonds are more suitable, when offshore makes sense, and..
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Join us online in FIVE MINUTES (1pm) when host Leanne Pickering will be joined by Neil Macleod from M&G's technical team to ask 'Tax wrappers: which, why and when?'.
Interested? Tap the link and we'll see you there:
bit.ly/45p0Lux
#paraplanning #paraplanners #learnfixshare
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Which wrapper is right for your clients now that the cut in capital gains tax allowance and rises in the tax on gains and dividends has changed things? Join us online at 1pm tomorrow (20 Aug) and find out.
#paraplanning #paraplanners #learnfixshare
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Considering a move into paraplanning? Just landed your first role? Then something you might keep asking yourself is ‘What kind of organisation should I work for?’
#paraplanning #paraplanners #learnfixshare
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Considering a move into paraplanning? Just landed your first role? Then something you might keep asking yourself is ‘What kind of organisation should I work for?’
#paraplanners #paraplanning #learnfixshare
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📣 GOING LIVE IN FIVE!
How can paraplanners help clients get retirement risk zone ready? Join us online in five minutes (1pm BST) to find out. Then follow the link.
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
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Headshot of Connor Stewart from Standard Life
Join us online at 1pm next Wednesday (23 July 2025) when Connor Stewart from Standard Life will be joining host, Richard Allum, to explore the features of the retirement risk zone.
Save your spot now ➜
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE!
How can you get your break into paraplanning? Find out when our online Assembly goes live at 12.30pm. Fancy joining in? Then follow the link.
bit.ly/4eJWMM6
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE!
How can paraplanners transform advice outcomes for women? Find out when our online Assembly goes live at 1pm. Fancy joining in? Then follow the link.
bit.ly/3T4LiJb
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Save your spot. An informal Assembly for outsourced paraplanners. A gathering on Zoom. 1pm on 19 June 2025.
Are you an outsourced paraplanner who would like to catch up with peers who understand the ups and downs of running an outsourced paraplanning business? Well here's an invitation...
#paraplanning #paraplanners #learnfixshare
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In part two, Andy explains how annuities can actually boost the value of the legacy clients leave for loved ones, and their potential role as an asset class within broader portfolios. To top up your annuities knowledge tune in now ➡️ bit.ly/4jAdgHy
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Now booking. How paraplanners can transform women's financial fortunes. An Assembly online at 1pm on 25 June 2025. 1 hour CPD available.
Is there a chance that the most recent recommendation you created for a woman unwittingly relied on assumptions rooted in the life experience of a man?
#paraplanning #paraplanners #learnfixshare
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Bonus episode. A bite-sized Assembly on investing for US expats. Season 2, Episode 15. Recorded on 17 May 2024.
There's been a surge of podcast listens to last year's Laurence Leigh's bite-sized Assembly on investing for US expats over the last couple of weeks.
Can't think what's prompting that 🤔
#paraplanning #paraplanners #learnfixshare
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Are you considering a career in paraplanning? Just starting out? Or just an experienced paraplanner who's keen to encourage someone you know?
Then our online Assembly at 12.30pm on Wednesday 9 July is just for you!
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📣 GOING LIVE IN FIVE MINUTES!
Join us online at 1pm when Standard Life's Andy Powell will be returning for the second of his lunch-hour refreshers annuities essentials for paraplanners. Fancy tuning in? Save your spot now.
bit.ly/43ccz0I
#paraplanning #paraplanners #learnfixshare
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Text on a bright yellow-green background reads '1pm today: A guide to annuity essentials for paraplanners: part two. An Assembly online. Tap the link in the update to save your spot. 1 hour CPD.'
Join us at 1pm today (14 May) when Standard Life’s annuities expert, Andy Powell, will be returning for the second in his two-part series on annuities essentials for paraplanners. 1/2
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A headshot of Andy Powell on a yellow-green background. Text in the top right reads 'with Andy Powell, Standard Life'
After years of being out of fashion, annuities have been enjoying a bit of a renaissance lately. So what better time to refresh your annuities knowledge and - maybe - challenge your thinking about how they can contribute to a client's retirement strategy these days?#paraplanning #learnfixshare
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Text on a bright yellow-green background reads 'Now booking: A guide to annuity essentials for paraplanners: part two. An Assembly online. 1pm on 14 May 2025. 1 hour CPD.'
Join us online at 1pm this Wednesday (14 May) when Standard Life’s annuities expert, Andy Powell, will be returning for the second in his two-part series on annuities essentials for paraplanners.
#learnfixshare #paraplanning
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There's an easy-to-understand definition that offers a bit of background per term. And in a world awash with word soups and acronyms, that's a welcome source of straightforward explanations of often quite complex ideas.
Listen here ➜ bit.ly/4lP8YOV
#paraplanning #paraplanners #learnfixshare
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Headshot of Ceetal Katechia of PSA Financial Associates
Headshot of Zara Okoro of Abacus Associates
Join Ceetal Katechia and Zara Okoro online at 1pm next Wednesday (30 April) for 'How to stay ahead in paraplanning (despite the relentless change)'.
Follow the link to save your spot now
bit.ly/4iomjL3
#paraplanning #paraplanners #learnfixshare
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Or search 'Paraplanners' Assembly' on your favourite podcast app or player. Prefer to watch the Replay at Crowdcast? Head over here ➔ bit.ly/3Ed7fC5
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE MINUTES!
Join us online at 1pm when M&G's Barrie Dawson will be joining us for a lunch-hour refresher on investment bond essentials. Fancy tuning in? Save your spot now.
bit.ly/4cuQuPa
#paraplanning #paraplanners #learnfixshare
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A headshot of Barrie Dawson of M&G fills the right half of a square image. To its left text reads: 'This lunchtime, help yourself to some essential investment bond knowledge'. Join us for "A guide to investment bond essentials for paraplanners@. 1pm today. 1 hr CPD.
Yet they’re an option that offers plenty of planning potential.
So why not rekindle your bond with bonds? Save your spot now.
bit.ly/4cuQuPa
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE MINUTES!
Join us online at 1pm when Scottish Widows' Jon Hall will be joining us to explore business protection essentials. No need to save your spot, we're gathering on Streamyard here 👉https://bit.ly/4lam9cC
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN 10 MINUTES!
Join us online at 1pm when M&G's Les Cameron will be joining us to talk pensions, death and taxes. It's sure to be IHT-tastic! To join in, save your spot by following the link now.
https://bit.ly/4jXBOeO
#paraplanning #paraplanners #learnfixshare
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What will be the likely changes to the liability, reporting and payment of IHT on pensions from April 2027? And what can paraplanners do now so you, your firm and its clients are ready when the reforms go live?
#learnfixshare #paraplanning #iht
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