Outsourced Paraplanning – Evidencing Suitability of Financial Advice

Outsourced paraplanning is not just about writing reports, it is about ensuring the whole advice file evidences the suitability of the financial planning advice. We get that every financial planning file will not need to include every point below, however, by being methodical and process-driven we ensure every point is considered and completed if and … Continue reading Outsourced Paraplanning – Evidencing Suitability of Financial Advice

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Transferring Defined Benefit Pensions

Defined benefit pension transfers have landed many financial advisers in hot water with the financial regulator (FCA). Indeed the FCA seems to be raising concerns daily regarding the transfer of defined benefit pension schemes. Although this planning is in place to allow people to benefit from “Pension freedoms” many advisers still seem to forget that … Continue reading Transferring Defined Benefit Pensions

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Paraplanning Costs - Outsourcing Fees

Paraplanning Costs – From £40 per hour

In order to keep paraplanning costs down, the Paraplanning Hub offers outsourced paraplanning fees from £40 per hour. The Paraplanning Hub pricing plans have been designed with your busy and growing financial planning practice in mind. We are here to help you quickly and efficiently deploy additional Paraplanning resources to enable you to meet the needs … Continue reading Paraplanning Costs – From £40 per hour

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Outsourced Paraplanning – Demonstrating Suitability

The reason for paraplanners, including us outsourced paraplanners, is, in essence, quite a simple one; to evidence suitable financial advice. Financial Advisers are experts in getting to know the financial planning needs of individuals and coming up with robust financial plans, they are, on the whole, not so good at evidencing this advice on a … Continue reading Outsourced Paraplanning – Demonstrating Suitability

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Beyond the 4% Rule – Pension Decumulation

Before the investment industry tries to push us all down a new road that introduces a whole new set of ‘investment pathways’ for pension decumulation I think they, and all financial planners, should read Abraham Okusanya’s book, Beyond the 4% Rule. There is already enough robust academic research to show how decumulation can be managed by financial … Continue reading Beyond the 4% Rule – Pension Decumulation

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How To Find A Quality Paraplanner At Short Notice

As a financial services firm, you will need a quality team to help you deliver the best advice to your clients. Building and leading a team takes up a lot of time and effort. When you get it right, you know what the sweet spot is. Getting it wrong feels very different. There may be … Continue reading How To Find A Quality Paraplanner At Short Notice

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Maternity Leave And Financial Advisers..

What is the best course of action – covering maternity Leave? If you need to arrange maternity leave cover because your paraplanner lets you know that they are pregnant and will be leaving the company, for a temporary period of time, then you can go into a blind panic. As an integral part of the … Continue reading Maternity Leave And Financial Advisers..

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