Paraplanners' Assembly
@paraassembly.bsky.social
Assemblies belong to paraplanners. Since 2013, we've been gathering - online and in person - to learn things, fix things and share things.
⏰ GOING LIVE IN FIVE! Would you like a plan for your career that you can actually stick to? In this final Assembly of our four-part series made possible by Aegon, our guests will share practical ideas and insights to help you plan the next steps in your career with clarity and confidence.
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October 1, 2025 at 11:55 AM
⏰ GOING LIVE IN FIVE! Would you like a plan for your career that you can actually stick to? In this final Assembly of our four-part series made possible by Aegon, our guests will share practical ideas and insights to help you plan the next steps in your career with clarity and confidence.
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The last time the UK government convened a Pensions Commission it led to the equalisation of the State Pension Age between men and women, the launch of auto-enrolment plus the creation of NEST.
So will the recently re-constituted Pensions Commission prove to be as consequential as the last?
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So will the recently re-constituted Pensions Commission prove to be as consequential as the last?
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September 29, 2025 at 2:40 PM
The last time the UK government convened a Pensions Commission it led to the equalisation of the State Pension Age between men and women, the launch of auto-enrolment plus the creation of NEST.
So will the recently re-constituted Pensions Commission prove to be as consequential as the last?
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So will the recently re-constituted Pensions Commission prove to be as consequential as the last?
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⏰ Going live in FIVE MINUTES! An Assembly that's all about the practical consequences of the UK Government's proposed changes to IHT and pensions from April 2027. M&G's head of technical, Les Cameron, will share his thoughts on the proposed measures, and what paraplanners really need to know.1/2
September 17, 2025 at 11:55 AM
⏰ Going live in FIVE MINUTES! An Assembly that's all about the practical consequences of the UK Government's proposed changes to IHT and pensions from April 2027. M&G's head of technical, Les Cameron, will share his thoughts on the proposed measures, and what paraplanners really need to know.1/2
For many of us, being a paraplanner is exactly what we want to be. But what does career progression in paraplanning look like? And what if you decide to branch out into other disciplines along the way?
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#paraplanners #paraplanning #learnfixshare
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#paraplanners #paraplanning #learnfixshare
September 2, 2025 at 10:10 AM
For many of us, being a paraplanner is exactly what we want to be. But what does career progression in paraplanning look like? And what if you decide to branch out into other disciplines along the way?
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#paraplanners #paraplanning #learnfixshare
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#paraplanners #paraplanning #learnfixshare
There are just six weeks to go until our annual gathering of paraplanners on Thursday 9 October 2025 at FarmED near Chipping Norton – our last time at the beautiful Cotswold venue. So don’t hang about. Guarantee your spot at a day that’ll be packed with six hours of CPD goodness including...
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August 28, 2025 at 3:00 PM
There are just six weeks to go until our annual gathering of paraplanners on Thursday 9 October 2025 at FarmED near Chipping Norton – our last time at the beautiful Cotswold venue. So don’t hang about. Guarantee your spot at a day that’ll be packed with six hours of CPD goodness including...
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Did you miss Wednesday's online Assembly on tax wrappers featuring Neil Macleod from M&G's technical team? Then listen now as Neil joins host, Leanne Pickering, to explore when bonds are more suitable, when offshore makes sense, and..
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#paraplanner #paraplanning #learnfixshare
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#paraplanner #paraplanning #learnfixshare
August 22, 2025 at 2:30 PM
Did you miss Wednesday's online Assembly on tax wrappers featuring Neil Macleod from M&G's technical team? Then listen now as Neil joins host, Leanne Pickering, to explore when bonds are more suitable, when offshore makes sense, and..
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#paraplanner #paraplanning #learnfixshare
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#paraplanner #paraplanning #learnfixshare
Join us online in FIVE MINUTES (1pm) when host Leanne Pickering will be joined by Neil Macleod from M&G's technical team to ask 'Tax wrappers: which, why and when?'.
Interested? Tap the link and we'll see you there:
bit.ly/45p0Lux
#paraplanning #paraplanners #learnfixshare
Interested? Tap the link and we'll see you there:
bit.ly/45p0Lux
#paraplanning #paraplanners #learnfixshare
August 20, 2025 at 11:55 AM
Join us online in FIVE MINUTES (1pm) when host Leanne Pickering will be joined by Neil Macleod from M&G's technical team to ask 'Tax wrappers: which, why and when?'.
Interested? Tap the link and we'll see you there:
bit.ly/45p0Lux
#paraplanning #paraplanners #learnfixshare
Interested? Tap the link and we'll see you there:
bit.ly/45p0Lux
#paraplanning #paraplanners #learnfixshare
Which wrapper is right for your clients now that the cut in capital gains tax allowance and rises in the tax on gains and dividends has changed things? Join us online at 1pm tomorrow (20 Aug) and find out.
#paraplanning #paraplanners #learnfixshare
#paraplanning #paraplanners #learnfixshare
August 19, 2025 at 3:02 PM
Which wrapper is right for your clients now that the cut in capital gains tax allowance and rises in the tax on gains and dividends has changed things? Join us online at 1pm tomorrow (20 Aug) and find out.
#paraplanning #paraplanners #learnfixshare
#paraplanning #paraplanners #learnfixshare
Considering a move into paraplanning? Just landed your first role? Then something you might keep asking yourself is ‘What kind of organisation should I work for?’
#paraplanning #paraplanners #learnfixshare
#paraplanning #paraplanners #learnfixshare
August 6, 2025 at 11:55 AM
Considering a move into paraplanning? Just landed your first role? Then something you might keep asking yourself is ‘What kind of organisation should I work for?’
#paraplanning #paraplanners #learnfixshare
#paraplanning #paraplanners #learnfixshare
Considering a move into paraplanning? Just landed your first role? Then something you might keep asking yourself is ‘What kind of organisation should I work for?’
#paraplanners #paraplanning #learnfixshare
#paraplanners #paraplanning #learnfixshare
July 25, 2025 at 7:20 AM
Considering a move into paraplanning? Just landed your first role? Then something you might keep asking yourself is ‘What kind of organisation should I work for?’
#paraplanners #paraplanning #learnfixshare
#paraplanners #paraplanning #learnfixshare
Miss yesterday's online Assembly? Then listen now to Standard Life's Connor Stewart on planning for one of the trickiest phases of a client's financial life: the retirement risk zone.
Acast ➜ bit.ly/4mvncUH
Or search for 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
Acast ➜ bit.ly/4mvncUH
Or search for 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
July 24, 2025 at 3:15 PM
Miss yesterday's online Assembly? Then listen now to Standard Life's Connor Stewart on planning for one of the trickiest phases of a client's financial life: the retirement risk zone.
Acast ➜ bit.ly/4mvncUH
Or search for 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
Acast ➜ bit.ly/4mvncUH
Or search for 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
Have you subscribed to our monthly newsletter? It covers everything every paraplanner could need to know about Assembly. Want to add yourself to our mailing list?
Follow this link ➔ bit.ly/4hTx6Na
#stayinformed #paraplanning #newsletter #paraplantogether #community
Follow this link ➔ bit.ly/4hTx6Na
#stayinformed #paraplanning #newsletter #paraplantogether #community
July 24, 2025 at 7:45 AM
Have you subscribed to our monthly newsletter? It covers everything every paraplanner could need to know about Assembly. Want to add yourself to our mailing list?
Follow this link ➔ bit.ly/4hTx6Na
#stayinformed #paraplanning #newsletter #paraplantogether #community
Follow this link ➔ bit.ly/4hTx6Na
#stayinformed #paraplanning #newsletter #paraplantogether #community
In his latest 'Technically speaking' session for the Paraplanners' Assembly, Utmost's Steve Sayer explores how offshore bonds and trust structures work together – offering inheritance tax planning options that provide flexibility for clients who want to be prepared for the 'what ifs' of life.
July 23, 2025 at 3:06 PM
In his latest 'Technically speaking' session for the Paraplanners' Assembly, Utmost's Steve Sayer explores how offshore bonds and trust structures work together – offering inheritance tax planning options that provide flexibility for clients who want to be prepared for the 'what ifs' of life.
📣 GOING LIVE IN FIVE!
How can paraplanners help clients get retirement risk zone ready? Join us online in five minutes (1pm BST) to find out. Then follow the link.
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
How can paraplanners help clients get retirement risk zone ready? Join us online in five minutes (1pm BST) to find out. Then follow the link.
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
July 23, 2025 at 11:55 AM
📣 GOING LIVE IN FIVE!
How can paraplanners help clients get retirement risk zone ready? Join us online in five minutes (1pm BST) to find out. Then follow the link.
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
How can paraplanners help clients get retirement risk zone ready? Join us online in five minutes (1pm BST) to find out. Then follow the link.
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
The choices clients make during the 5-10 years either side of retirement can decide how comfortable they’ll be once they stop working.
In fact, it’s such a distinctive stage in our financial lives that, among a growing number of advice professionals, it’s known as the ‘retirement risk zone’.
In fact, it’s such a distinctive stage in our financial lives that, among a growing number of advice professionals, it’s known as the ‘retirement risk zone’.
July 18, 2025 at 10:10 AM
The choices clients make during the 5-10 years either side of retirement can decide how comfortable they’ll be once they stop working.
In fact, it’s such a distinctive stage in our financial lives that, among a growing number of advice professionals, it’s known as the ‘retirement risk zone’.
In fact, it’s such a distinctive stage in our financial lives that, among a growing number of advice professionals, it’s known as the ‘retirement risk zone’.
📣 GOING LIVE IN FIVE!
How can you get your break into paraplanning? Find out when our online Assembly goes live at 12.30pm. Fancy joining in? Then follow the link.
bit.ly/4eJWMM6
#paraplanning #paraplanners #learnfixshare
How can you get your break into paraplanning? Find out when our online Assembly goes live at 12.30pm. Fancy joining in? Then follow the link.
bit.ly/4eJWMM6
#paraplanning #paraplanners #learnfixshare
July 9, 2025 at 11:25 AM
📣 GOING LIVE IN FIVE!
How can you get your break into paraplanning? Find out when our online Assembly goes live at 12.30pm. Fancy joining in? Then follow the link.
bit.ly/4eJWMM6
#paraplanning #paraplanners #learnfixshare
How can you get your break into paraplanning? Find out when our online Assembly goes live at 12.30pm. Fancy joining in? Then follow the link.
bit.ly/4eJWMM6
#paraplanning #paraplanners #learnfixshare
Have you subscribed to our monthly newsletter? It covers everything every paraplanner could need to know about Assembly. Want to add yourself to our mailing list?
Follow this link ➔ bit.ly/4hJ5ZEf
#stayinformed #paraplanning #newsletter #paraplantogether #community
Follow this link ➔ bit.ly/4hJ5ZEf
#stayinformed #paraplanning #newsletter #paraplantogether #community
June 25, 2025 at 3:19 PM
Have you subscribed to our monthly newsletter? It covers everything every paraplanner could need to know about Assembly. Want to add yourself to our mailing list?
Follow this link ➔ bit.ly/4hJ5ZEf
#stayinformed #paraplanning #newsletter #paraplantogether #community
Follow this link ➔ bit.ly/4hJ5ZEf
#stayinformed #paraplanning #newsletter #paraplantogether #community
📣 GOING LIVE IN FIVE!
How can paraplanners transform advice outcomes for women? Find out when our online Assembly goes live at 1pm. Fancy joining in? Then follow the link.
bit.ly/3T4LiJb
#paraplanning #paraplanners #learnfixshare
How can paraplanners transform advice outcomes for women? Find out when our online Assembly goes live at 1pm. Fancy joining in? Then follow the link.
bit.ly/3T4LiJb
#paraplanning #paraplanners #learnfixshare
June 25, 2025 at 11:55 AM
📣 GOING LIVE IN FIVE!
How can paraplanners transform advice outcomes for women? Find out when our online Assembly goes live at 1pm. Fancy joining in? Then follow the link.
bit.ly/3T4LiJb
#paraplanning #paraplanners #learnfixshare
How can paraplanners transform advice outcomes for women? Find out when our online Assembly goes live at 1pm. Fancy joining in? Then follow the link.
bit.ly/3T4LiJb
#paraplanning #paraplanners #learnfixshare
Are you an outsourced paraplanner who would like to catch up with peers who understand the ups and downs of running an outsourced paraplanning business? Well here's an invitation...
#paraplanning #paraplanners #learnfixshare
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#paraplanning #paraplanners #learnfixshare
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June 10, 2025 at 7:20 AM
Are you an outsourced paraplanner who would like to catch up with peers who understand the ups and downs of running an outsourced paraplanning business? Well here's an invitation...
#paraplanning #paraplanners #learnfixshare
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#paraplanning #paraplanners #learnfixshare
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We've been looking at the numbers and Andy Powell's second online Assembly on annuity essentials was our most-played podcast last month. It's a recording of the second in the Standard Life expert's two-part series of Assemblies on annuities.
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June 6, 2025 at 11:20 AM
We've been looking at the numbers and Andy Powell's second online Assembly on annuity essentials was our most-played podcast last month. It's a recording of the second in the Standard Life expert's two-part series of Assemblies on annuities.
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Is there a chance that the most recent recommendation you created for a woman unwittingly relied on assumptions rooted in the life experience of a man?
#paraplanning #paraplanners #learnfixshare
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#paraplanning #paraplanners #learnfixshare
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June 5, 2025 at 11:30 AM
Is there a chance that the most recent recommendation you created for a woman unwittingly relied on assumptions rooted in the life experience of a man?
#paraplanning #paraplanners #learnfixshare
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#paraplanning #paraplanners #learnfixshare
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There's been a surge of podcast listens to last year's Laurence Leigh's bite-sized Assembly on investing for US expats over the last couple of weeks.
Can't think what's prompting that 🤔
#paraplanning #paraplanners #learnfixshare
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Can't think what's prompting that 🤔
#paraplanning #paraplanners #learnfixshare
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June 4, 2025 at 3:50 PM
There's been a surge of podcast listens to last year's Laurence Leigh's bite-sized Assembly on investing for US expats over the last couple of weeks.
Can't think what's prompting that 🤔
#paraplanning #paraplanners #learnfixshare
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Can't think what's prompting that 🤔
#paraplanning #paraplanners #learnfixshare
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Are you considering a career in paraplanning? Just starting out? Or just an experienced paraplanner who's keen to encourage someone you know?
Then our online Assembly at 12.30pm on Wednesday 9 July is just for you!
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#paraplanning #paraplanners #learnfixshare
Then our online Assembly at 12.30pm on Wednesday 9 July is just for you!
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#paraplanning #paraplanners #learnfixshare
June 4, 2025 at 11:30 AM
Are you considering a career in paraplanning? Just starting out? Or just an experienced paraplanner who's keen to encourage someone you know?
Then our online Assembly at 12.30pm on Wednesday 9 July is just for you!
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#paraplanning #paraplanners #learnfixshare
Then our online Assembly at 12.30pm on Wednesday 9 July is just for you!
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#paraplanning #paraplanners #learnfixshare
Have you subscribed to our monthly newsletter? It covers everything every paraplanner could need to know about Assembly. Want to add yourself to our mailing list?
Follow this link ➔ bit.ly/4c1XiDS
#stayinformed #paraplanning #newsletter #paraplantogether #community
Follow this link ➔ bit.ly/4c1XiDS
#stayinformed #paraplanning #newsletter #paraplantogether #community
May 21, 2025 at 3:17 PM
Have you subscribed to our monthly newsletter? It covers everything every paraplanner could need to know about Assembly. Want to add yourself to our mailing list?
Follow this link ➔ bit.ly/4c1XiDS
#stayinformed #paraplanning #newsletter #paraplantogether #community
Follow this link ➔ bit.ly/4c1XiDS
#stayinformed #paraplanning #newsletter #paraplantogether #community
📣 GOING LIVE IN FIVE MINUTES!
Join us online at 1pm when Standard Life's Andy Powell will be returning for the second of his lunch-hour refreshers annuities essentials for paraplanners. Fancy tuning in? Save your spot now.
bit.ly/43ccz0I
#paraplanning #paraplanners #learnfixshare
Join us online at 1pm when Standard Life's Andy Powell will be returning for the second of his lunch-hour refreshers annuities essentials for paraplanners. Fancy tuning in? Save your spot now.
bit.ly/43ccz0I
#paraplanning #paraplanners #learnfixshare
May 14, 2025 at 11:55 AM
📣 GOING LIVE IN FIVE MINUTES!
Join us online at 1pm when Standard Life's Andy Powell will be returning for the second of his lunch-hour refreshers annuities essentials for paraplanners. Fancy tuning in? Save your spot now.
bit.ly/43ccz0I
#paraplanning #paraplanners #learnfixshare
Join us online at 1pm when Standard Life's Andy Powell will be returning for the second of his lunch-hour refreshers annuities essentials for paraplanners. Fancy tuning in? Save your spot now.
bit.ly/43ccz0I
#paraplanning #paraplanners #learnfixshare