Paraplanner Assembly Series 2020 – CRP

This event was run in conjunction with the Paraplanners Assembly while the M&G Wealth Platform was known as the Ascentric Platform.

We know that Paraplanners are crucial to the financial planning process.

So we’re delighted to support the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things.

We know that Paraplanners are crucial to the financial planning process.

So we’re delighted to support the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things.

This series titled the Magnificent Five aims to provide you with information and resources to support you in the ever changing financial landscape.

CRP – The CRP shindig

Watch NextWealth's Heather Hopkins, M&G Wealth's John Allen, Lift Financial's Jonny Stubbs and the Paraplanners Assembly's Richard Allum discuss:

• The world of CRPs
• Meeting your clients' needs
• Investment pathways, income strategies and maintaining capital
• The emergence of cross generational thinking
• Tax efficiencies with allowances and wrappers
  

And don’t forget the session is CPD-able – watch the replay and take the short CPD test to get your certificate.

Take CPD 

Looking for more

After each Assembly we share some great hints, tips and tools to keep you on the right track.

• Our 2020 CRP Report with NextWealth
• Take a look at the slides used in the webinar as a recap  
• Creating a process – look at the CRP checklist
• Securing income for your clients – practical tips
• Read why now may be the time to review your CRP with John Allen

Other Assemblies

• The new Sheriff in town - Assembly 1
• A journey to the CIP Frontier - Assembly 2
• Building and managing your SRI/ ESG strategy – Assembly 4
• Wrappers and tax – Assembly 5