All posts by Master

The future of UK paraplanning is already here…

The future of UK paraplanning is already here, it is just currently based in Australia.   I have recently had the good fortune of mixing a trip to Australia to catch up with family and look in on a couple of the mega paraplanning businesses based in Perth Australia.   Before going into further detail … Continue reading The future of UK paraplanning is already here…

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Why paraplanning is not just about report writing.

Back in the early days of my career, I was provided with a laptop (cutting edge in the early 1990’s) which was used to fact find, obtain quotes off the exchange and write my own reports. Back then I had no idea that I was actually doing my own ‘paraplanning’, it was just part of … Continue reading Why paraplanning is not just about report writing.

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How Financial Advisers Can Connect Using LinkedIn

Why do financial advisers like networking so much? Many see networking as a crucial part of business development because it enables them to nurture relationships and, importantly, build trust. According to a Research And Markets report from early 2019, growth prospects for financial advisers are good, but they can find themselves resource-poor, facing heavier regulatory … Continue reading How Financial Advisers Can Connect Using LinkedIn

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Outsourced Paraplanning – Confirming Continued Suitability

Confirming Continued Suitability The reason for paraplanners, including us outsourced paraplanners, is in essence, quite a simple one; to evidence suitable financial advice. Including playing a part in confirming continued suitability of the recommended plans and investments. Financial Advisers are experts in getting to know the financial planning needs of individuals and coming up with … Continue reading Outsourced Paraplanning – Confirming Continued Suitability

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The “Defined Benefit Transfer” Pitfalls

Yes, our managing director was contacted by a recruiter and asked if he would be interested in becoming a “Defined Benefits Transfer Redress Specialist”! He kindly declined this lucrative offer. Sadly, we know he could have made a lot of money in this role because too many well-meaning financial advisers who helped “clients” achieve their … Continue reading The “Defined Benefit Transfer” Pitfalls

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ESG data Challenge – Greenwashing?

Very interesting and topical article on greenwashing and ESG data Challenge from SCM Direct.     I think financial advisers need to tread carefully before jumping down the ESG rabbit hole, given that, in a paper by State Street, for four leading data providers’ their ESG scores still have less than 50% correlation to each other … Continue reading ESG data Challenge – Greenwashing?

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