Paraplanners Assembly 2020

We support the Paraplanners Assembly. This series provides you with information to support you in the ever changing financial landscape.

Paraplanners Assembly Series 2020 – PROD

23/03/2020

First in the series looks at PROD, segmentation and delivering the right outcomes for clients.

Paraplanners Assembly Series 2020 – PROD

Paraplanners Assembly Series 2020 – CIP

06/05/2020

The second in the series looks at CIP, segmentation and creating a process.

Paraplanners Assembly Series 2020 – CIP

Paraplanners Assembly Series 2020 – CRP

22/07/2020

The third in the series looks at CRPs, client needs, income strategies, intergenerational thinking and tax efficiencies.

Paraplanners Assembly Series 2020 – CRP

Paraplanners Assembly Series 2020 – SRI/ ESG

14/10/2020

The fourth in the series looks at SRI/ ESG building and managing your SRI/ESG strategy and tax efficiencies.

Paraplanners Assembly Series 2020 – SRI/ ESG

Paraplanners Assembly Series 2020 – CRP

18/11/2020

The fifth in the series looks at CRPs, tax relief on pensions, investment income and gains and losses.

Paraplanners Assembly Series 2020 – CRP