Parapartnership or Paraplanning Partnership was created a while ago, bringing the concept of the closest possible relationship between adviser and outsourced chartered paraplanner (without getting married!!) A Paraplanning Partnership (Parapartnership) is the proposal of a new kind of relationship between two business – built on trust and transparency. The model has been designed and implemented … Continue reading Paraplanning Partnership = Parapartnership
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
TSFP have become a key member of our team working closely with advisers and administrators to provide technical analysis and advice across a range of advice areas from DB pensions to plain vanilla investments. I would be happy to recommend them to other financial advisers as they will reliably help them maximise their productivity. Chris … Continue reading ..continued – Testimonial 2 – Paraplanning Hub
Final Salary DB Transfers Enquiries Having spent 25 years of my career as an adviser and advised on my fair share of pension transfers (final salary) over that period. I have also been undertaking the research and analysis on final salary DB transfers on behalf of financial advisers, within Paraplanning Hub, for nearly 4 years … Continue reading Final Salary DB Transfers Enquiries – UK
Something that we do get asked from time to time is ‘Hey, Paraplanning Hub QROPS case support – do you do this?’. The short answer is ‘yes!’. We have done quite a few QROPS cases in recent years, including a few New Zealand DB transfers during 2019, in conjunction with NZ IFAs, and we do … Continue reading Paraplanning Hub QROPS New Zealand Case Support
We are looking forward to attending the PFS Regional Conference Q1 2020. Of particular interest is the session focused on Embracing ESG Into Your Investment Proposition – Manchester. The event is a full day, sessions including: Active Minds – More than meets the eye: The transformation of Japan Professional Qualifications Officer Chartered Champion Embracing ESG … Continue reading Embracing ESG Into Your Investment Proposition – Manchester
There comes a time in a growing IFA business where you have a decision to make – do I look for a paraplanner to help me grow? And the choices here are hiring someone or outsourcing. With the advice in books such as The 4 Hour Work Week, outsourcing has become big business. But when … Continue reading How Can You Trust An Outsourced Paraplanner?
We are the Paraplanning Hub and we are looking for those people, through paraplanner recruitment, the ones who are passionate about the detail behind financial planning. The ones who believe all good financial planning starts with evidence of suitability. Those paraplanners… You need to be happy and willing to work from home (or anywhere else … Continue reading Talent Pool – Paraplanner Recruitment
The financial regulator (FCA) seems to be raising concerns daily regarding the transfer of pension benefits allowing people to benefit from “Pension freedoms”. Below are just two recent headline-grabbing pieces: FCA stops five more firms doing pension transfer FCA finds serious failings in the pension advice market So is transferring your pension rights, especially final … Continue reading Outsourced Paraplanning – Transferring Defined Benefit Pensions?