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.
Sound interesting? Then join host, Caroline Stuart of Sparrow Paraplanning, Succession Wealth's Ellie Welling, Joe Jacob from FLP Financial Life Planning, Peter Spence of Fintuity, and Aegon's Sarah Purves in FIVE MINUTES (1pm on 1 Oct)!
Join us live here ➜ dub.sh/yXNhncy
2/2 | #paraplanning
Join us live here ➜ dub.sh/yXNhncy
2/2 | #paraplanning
October 1, 2025 at 11:55 AM
Sound interesting? Then join host, Caroline Stuart of Sparrow Paraplanning, Succession Wealth's Ellie Welling, Joe Jacob from FLP Financial Life Planning, Peter Spence of Fintuity, and Aegon's Sarah Purves in FIVE MINUTES (1pm on 1 Oct)!
Join us live here ➜ dub.sh/yXNhncy
2/2 | #paraplanning
Join us live here ➜ dub.sh/yXNhncy
2/2 | #paraplanning
We invited Barnett Waddingham’s James Jones-Tinsley on to our podcast to share his thoughts on the Commission and what it could mean for paraplanners.
Spotify: bit.ly/4mK160i
Apple: apple.co/3Iw6o1n
Or search 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
2/2
Spotify: bit.ly/4mK160i
Apple: apple.co/3Iw6o1n
Or search 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
2/2
September 29, 2025 at 2:40 PM
We invited Barnett Waddingham’s James Jones-Tinsley on to our podcast to share his thoughts on the Commission and what it could mean for paraplanners.
Spotify: bit.ly/4mK160i
Apple: apple.co/3Iw6o1n
Or search 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
2/2
Spotify: bit.ly/4mK160i
Apple: apple.co/3Iw6o1n
Or search 'Paraplanners' Assembly' on your podcast player.
#paraplanner #paraplanning
2/2
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?
1/2
So will the recently re-constituted Pensions Commission prove to be as consequential as the last?
1/2
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?
1/2
So will the recently re-constituted Pensions Commission prove to be as consequential as the last?
1/2
⏰ 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
Join us online at 1pm tomorrow (3 Sep) when host, Caroline Stuart, will be joined by Ellie Bailey, Farida Hassanali, Rebecca Tuck and Sian Greenhill to learn how they applied their paraplanning skills and experience to pursue unique career paths. Interested?
Save your spot now ➜ bit.ly/41APfKi
2/2
Save your spot now ➜ bit.ly/41APfKi
2/2
September 2, 2025 at 10:10 AM
Join us online at 1pm tomorrow (3 Sep) when host, Caroline Stuart, will be joined by Ellie Bailey, Farida Hassanali, Rebecca Tuck and Sian Greenhill to learn how they applied their paraplanning skills and experience to pursue unique career paths. Interested?
Save your spot now ➜ bit.ly/41APfKi
2/2
Save your spot now ➜ bit.ly/41APfKi
2/2
– technical case study-led pick-and-mix sessions
– hands-on activities to bring clarity to your ambitions for your paraplanning career
– zen-like enlightenment about what’s trending technically, technologically and professionally thanks to hand-picked facilitators and experts
2/3
– hands-on activities to bring clarity to your ambitions for your paraplanning career
– zen-like enlightenment about what’s trending technically, technologically and professionally thanks to hand-picked facilitators and experts
2/3
August 28, 2025 at 3:00 PM
– technical case study-led pick-and-mix sessions
– hands-on activities to bring clarity to your ambitions for your paraplanning career
– zen-like enlightenment about what’s trending technically, technologically and professionally thanks to hand-picked facilitators and experts
2/3
– hands-on activities to bring clarity to your ambitions for your paraplanning career
– zen-like enlightenment about what’s trending technically, technologically and professionally thanks to hand-picked facilitators and experts
2/3
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...
1/3
1/3
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...
1/3
1/3
...why the 'best' mathematical answer might not actually be the right route to go.
Listen on Spotify bit.ly/3UJe033
Or find the episode on your podcast player by searching for 'Paraplanners' Assembly'.
2/2
Listen on Spotify bit.ly/3UJe033
Or find the episode on your podcast player by searching for 'Paraplanners' Assembly'.
2/2
August 22, 2025 at 2:30 PM
...why the 'best' mathematical answer might not actually be the right route to go.
Listen on Spotify bit.ly/3UJe033
Or find the episode on your podcast player by searching for 'Paraplanners' Assembly'.
2/2
Listen on Spotify bit.ly/3UJe033
Or find the episode on your podcast player by searching for 'Paraplanners' Assembly'.
2/2
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
Host, Leanne Pickering, will be joined by Neil Macleod from M&G's technical team to explore when bonds are more suitable, when offshore makes sense, and why the 'best' mathematical answer might not actually be the right route to go. 1 hour CPD available.
Save your spot now ➜ bit.ly/45p0Lux
Save your spot now ➜ bit.ly/45p0Lux
August 19, 2025 at 3:02 PM
Host, Leanne Pickering, will be joined by Neil Macleod from M&G's technical team to explore when bonds are more suitable, when offshore makes sense, and why the 'best' mathematical answer might not actually be the right route to go. 1 hour CPD available.
Save your spot now ➜ bit.ly/45p0Lux
Save your spot now ➜ bit.ly/45p0Lux
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
Join us online in FIVE MINUTES (1pm) when host Caroline Stuart (Sparrow Paraplanning) will be joined by Julie Bee (Bee Paraplanning), Sarah Lees (Forvis Mazars) and Jo Parkes (Navigatus) to explore the different kinds of organisations you could work for. Interested? We're over here ➜ bit.ly/3IInZTy
August 6, 2025 at 11:55 AM
Join us online in FIVE MINUTES (1pm) when host Caroline Stuart (Sparrow Paraplanning) will be joined by Julie Bee (Bee Paraplanning), Sarah Lees (Forvis Mazars) and Jo Parkes (Navigatus) to explore the different kinds of organisations you could work for. Interested? We're over here ➜ bit.ly/3IInZTy
Do you choose in-house team or outsourced provider? A small boutique practice or large corporate? Take part and you'll discover everything you could possibly need to know.
Interested? Save your spot now.
bit.ly/3IInZTy
Interested? Save your spot now.
bit.ly/3IInZTy
July 25, 2025 at 7:20 AM
Do you choose in-house team or outsourced provider? A small boutique practice or large corporate? Take part and you'll discover everything you could possibly need to know.
Interested? Save your spot now.
bit.ly/3IInZTy
Interested? Save your spot now.
bit.ly/3IInZTy
Join us online at 1pm on 6 Aug when host Caroline Stuart of Sparrow Paraplanning will be joined by Julie Bee, owner of Bee Paraplanning, Sarah Lees, senior paraplanner at Forvis Mazars and Jo Parkes, paraplanning manager at Navigatus, to explore the different organisations you could work for.
July 25, 2025 at 7:20 AM
Join us online at 1pm on 6 Aug when host Caroline Stuart of Sparrow Paraplanning will be joined by Julie Bee, owner of Bee Paraplanning, Sarah Lees, senior paraplanner at Forvis Mazars and Jo Parkes, paraplanning manager at Navigatus, to explore the different organisations you could work for.
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
Download Steve's slide, follow along and, once you've watched or listened, take the quiz to receive a certificate for your CPD.
Watch at the web page here: bit.ly/45bVExz
Listen on Acast here: bit.ly/4maZSve
Watch at the web page here: bit.ly/45bVExz
Listen on Acast here: bit.ly/4maZSve
July 23, 2025 at 3:06 PM
Download Steve's slide, follow along and, once you've watched or listened, take the quiz to receive a certificate for your CPD.
Watch at the web page here: bit.ly/45bVExz
Listen on Acast here: bit.ly/4maZSve
Watch at the web page here: bit.ly/45bVExz
Listen on Acast here: bit.ly/4maZSve
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
Join us online at 1pm next Wednesday (23 July 2025) when Connor Stewart from Standard Life will be joining host, Richard Allum, to explore the features of the retirement risk zone.
Save your spot now ➜
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
Save your spot now ➜
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
July 18, 2025 at 10:10 AM
Join us online at 1pm next Wednesday (23 July 2025) when Connor Stewart from Standard Life will be joining host, Richard Allum, to explore the features of the retirement risk zone.
Save your spot now ➜
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
Save your spot now ➜
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