Sound interesting? Then join host, Caroline Stuart of Sparrow Paraplanning, Succession Wealth's Ellie Welling, Joe Jacob from FLP Financial Life Planning, Peter Spence of Fintuity, and Aegon's Sarah Purves in FIVE MINUTES (1pm on 1 Oct)!
Join us live here ➜ dub.sh/yXNhncy
2/2 | #paraplanning
Head and shoulders shot of James Jones-Tinsley of Barnett Waddingham
We invited Barnett Waddingham’s James Jones-Tinsley on to our podcast to share his thoughts on the Commission and what it could mean for paraplanners.
Spotify: bit.ly/4mK160i
Apple: apple.co/3Iw6o1n
Or search 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
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(Plus there's 1 hour CPD available.)
See you there? Follow the link
bit.ly/3Ity6f5
#paraplanning #paraplanners #learnfixshare
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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#paraplanners #paraplanning #learnfixshare
– 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
#paraplanners #paraplanning #learnfixshare
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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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#paraplanner #paraplanning #learnfixshare
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
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
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
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
Miss yesterday's online Assembly? Then listen now to Standard Life's Connor Stewart on planning for one of the trickiest phases of a client's financial life: the retirement risk zone.
Acast ➜ bit.ly/4mvncUH
Or search for 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
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 ➔ bit.ly/4hTx6Na
#stayinformed #paraplanning #newsletter #paraplantogether #community
📣 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
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
📣 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
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 ➔ bit.ly/4hJ5ZEf
#stayinformed #paraplanning #newsletter #paraplantogether #community
📣 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
#paraplanning #paraplanners #learnfixshare
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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#paraplanning #paraplanners #learnfixshare
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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#paraplanning #paraplanners #learnfixshare
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 ➔ bit.ly/4c1XiDS
#stayinformed #paraplanning #newsletter #paraplantogether #community
📣 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
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
#learnfixshare #paraplanning
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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📣 GOING LIVE IN FIVE!
Join us at 1pm for an online Assembly that’s all about embracing innovation and shaping our profession and not just be subjected to change. Tap the link to join 'How to stay ahead in paraplanning (despite the relentless change)' now
bit.ly/4iomjL3
#paraplanning #paraplanners
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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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 ➔ bit.ly/4iG0s2C
#stayinformed #paraplanning #newsletter #paraplantogether #community
