The site for Paraplanners and Paraplanning in the UK
From the monthly archives:
In short a paraplanner is a person who works with a Financial Planner or Financial Adviser and completes a number of the non-client facing tasks involved in preparing and administering a Financial Plan or Report for a client.
Perhaps a little bit of history would help to explain this further.
Up to approximately 10 years ago paraplanners [...]
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The success of The Paraplanner will be determined to a large part by your willingness to share your ideas and experiences. We are therefore looking for a select number of additional writers with stories to tell.
If you write for us, first and foremost we want you to understand the paraplanning role and the challenges it [...]
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We have now produced a guide to finding your way around the site to help you find all the content. Just click here to go straight to the guide.
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UK consumer inflation reached its highest level in nine months last month, due to a new method for calculating energy bills. The Office for National Statistics said the Consumer Prices Index (CPI) hit 2.5% on an annual basis in February, up from 2.2% in January. But without the change in methodology, the figure would have [...]
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Never ones to miss a marketing opportunity, SIPPcentre has produced a SIPP Market Cost Comparison for five case studies where the total SIPP administration costs over the first two years are compared. Other SIPPs included within the comparison are from:
Standard Life
Suffolk Life
Scottish Widows
James Hay
Alliance Trust
Hornbuckle Mitchell
Unsurprisingly, SIPPcentre comes out very well in all five [...]
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The Scottish Widows ‘techtalk’ editorial team have prepared a detailed Budget commentary which also includes an economic analysis.Issues affecting advisers include:
Capital Gains Tax confirmed at 18% with no change to life bond taxation.
Confirmation of transferability of IHT nil rate band between spouses and civil partners.
Clarification of IHT rules for replacement interest [...]
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The new rules harmonising PEPs and ISAs together with the huge increase in limits come into force on 6 April. Invesco Perpetual has produced a very good guide to these rules which you can download by clicking here.
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Knowing how long a client can expect to live is very useful when considering most types of financial planning issues yet, apart from in some unfortunate cases, most of us cannot really say for sure when we are going to die. Despite this we still need to make a realistic assumption regarding longevity and [...]
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