Paraplanning Partnership

Paraplanning Partnership = Parapartnership

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

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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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..continued – Testimonial 2 – Paraplanning Hub

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

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Paraplanning Hub QROPS New Zealand Case Support

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

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Embracing ESG Into Your Investment Proposition – Manchester

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

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Outsourced Paraplanning – Transferring Defined Benefit Pensions?

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?

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