Paraplanners' Assembly
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paraassembly.bsky.social
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
October 1, 2025 at 11:55 AM
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
September 29, 2025 at 2:40 PM
⏰ 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
...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
August 22, 2025 at 2:30 PM
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
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
July 24, 2025 at 3:15 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/4hTx6Na
#stayinformed #paraplanning #newsletter #paraplantogether #community
July 24, 2025 at 7:45 AM
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
July 23, 2025 at 3:06 PM
📣 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
July 23, 2025 at 11:55 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
July 9, 2025 at 11:25 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/4hJ5ZEf
#stayinformed #paraplanning #newsletter #paraplantogether #community
June 25, 2025 at 3:19 PM
📣 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
June 25, 2025 at 11:55 AM