THE PLATFORM PARAPLANNER ROOM

WELCOME TO OUR SPACE DEDICATED TOTALLY TO PARAPLANNERS!

Here, you’ll find insights, news and information designed specifically for paraplanners, as well as tools to help you deliver the best results for your business.

Profile image of Sam Patterson Paraplanner.

NEW: INTERVIEW WITH SAM PATTERSON PART 3

In our final instalment in a series of three interviews with Sam (a consultant and Head of Mentoring at the Paraplanner Club), we explore the different ways in which paraplanners can develop their career, what support is available, and how to balance CPD, professional qualifications and daily work.
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PARAPLANNER SURVEY

The Paraplanner Survey is an annual temperature check on the health of the paraplanning profession and an insight into the increasingly crucial role that paraplanners play within the advice value chain. We surveyed over 400 paraplanners, diving into the most pressing issues facing their profession right now and revealing how they feel about their role and their relationships with advisers.
Young man with beard and a white shirt discusses finances on a laptop with an older man with grey hair and blue shirt

HOW SOON IS NOW?

Our senior generation is living longer. Our younger generation faces a severe cost-of-living crisis. Now could be the time to discuss pre-inheritance wealth transfers… and here’s why your clients might agree.

Female adviser with dark rimmed glasses chatting with male colleague in a bright sunlit office

THE ALL-CONSUMING CONSUMER DUTY

The new regulatory framework from the FCA is having a seismic impact on adviser businesses. Read our guide to how paraplanners can help their firms deliver on what the Duty needs.

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ECONOMIC AND MARKET NEWS

A monthly digest.

RECOMMENDATION TOOL

Useful suitability paragraphs for your client reports.

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DUE DILIGENCE

Due Diligence guides and key docs.

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CALCULATOR

Annual allowance and carry forward calculator.