61 min read 31 Mar 21
This event was run in conjunction with the Paraplanners Assembly while the M&G Wealth Platform was known as the Ascentric Platform.
For the second year, we’re working with the Paraplanners Assembly to create this series of interactive online events, helping you to navigate the hot topics affecting the world of paraplanning.
We believe you’re the backbone of financial planning. You’ve got an amazing level of technical knowledge and we want to support you in the ever changing financial landscape.
And better still – all the sessions are CPD accredited!
For 2021’s first assembly, Next Wealth’s Heather Hopkins, who researched M&G Wealth’s 2nd annual Centralised Retirement Proposition (CRP) report took us through what’s changed in the exceptional circumstances of the past year. She was joined by Lift Financial’s Jonny Stubbs and M&G Wealth's John Allen in a lively discussion on what that means for Paraplanners.
The session covered:
And don’t forget the session is CPD-able – watch the replay and take the short CPD test to get your certificate.
After each Assembly we share some great hints, tips and tools to keep you on the right track.
The information contained in this page is for professional Financial Adviser use only. If you are a private investor, please visit the Private Investor section or contact your Financial Adviser for more information.