
Putting the Consumer (Duty) at the heart of your business
No doubt you’ve seen all the Consumer Duty content floating around – it’s hard to miss that there has been a huge piece of regulation
No doubt you’ve seen all the Consumer Duty content floating around – it’s hard to miss that there has been a huge piece of regulation
The paraplanning profession is less valued now than it was years ago as individuals fail to recognise the job opportunities in this sector, according to
There is one element of a suitability report that often can make or break it, writes Grant Callaghan, Paraplanning Techspert, in Professional Adviser. We all know
Sometimes it’s hard to know where to start on your qualifications journey – Do you start off easy with financial protection? Or jump into the
As a paraplanner, there are a number of aspects you need to think about when it comes to ESG investments. Grant Callaghan, Paraplanning Techspert, Para-Sols,
Financial administrators, client support, client liaison, parassistant, admin assistant, parapartner… whatever the job title, there’s no doubt that administrators are an integral part of any
Financial administrators provide invaluable support for financial advice firms and financial administration should be considered a career in its own right, says Sophie Wilkin, financial administrator
What makes for a great paraplanner? Emma Perkins at The Art of Finance sought the opinion and experience of her colleagues at Para-Sols and provides some
Finding your perfect match can be a long journey; you may have to kiss a lot of frogs before you find someone on your wavelength,
The last 18 months have been tough for everyone, so we’re super proud of our team for not only powering through the immense workload, but
Dealing with providers – everyone’s least favourite part of financial services at the best of times, right? We joke about it with our new trainees;
Although cryptocurrencies have been around for a while, in recent months they are something I, and probably yourselves as advisers, have noticed being mentioned more
In our day-to-day work as paraplanners, we regularly see recommendations in regards to surrendering investment bonds for a variety of reasons. For example, restructuring investments
I recently attended an online seminar with a group of advisers to discuss the various issues around the use of technology within the advice profession
With the Budget just announced and tax year end approaching, it feels like the right time to recap on the last tax year while looking ahead to the next one. Tax
Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used
I have noticed a real shift in mindset to the “new normal”. Advisers and paraplanners who decided to sit tight in the first lockdown have
What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised
Well, unlike so many other industries, COVID certainly didn’t slow us down for very long. I think it’s safe to say that we’re back to
Featured in Financial Adviser. My favourite book, To Kill a Mockingbird, once told me that there is nothing to fear but fear itself, though psychology
Featured in Money Marketing. I write this as England rides out its second lockdown. It feels different this time. I won’t go into the sociology
We’ve heard these mentioned a lot over the last couple of years, following the introduction of Mifid II. However, any good adviser would have been
As part of The Verve Group’s #FYIfinance series, our very own Alex Buckle was featured to give the low down on all things being a
That seems to be the question now in relation to open-ended property funds. Our friends at Apricity summarised the main proposed changes under the Consultant
As part of The Verve Group’s #FYIfinance series, our very own Alex Buckle was featured to give the low down on all things being a
You may have seen recent articles and statements on slight changes to the way HMRC deal with bond chargeable events. You may, or may not,
When you exceed the annual allowance through accrual in a final salary scheme, there is the option of ‘scheme pays’ where part of the pension
There is a lot of planning merit in looking at the nature of death benefits paid by an existing defined contribution scheme as part of
The Lifetime Allowance, at £1,030,000 for 2018/19 and increasing by CPI each year, is likely to trap more clients over the coming years. With the
Here at Para-Sols we’ve seen a noticeable increase in the amount of cases focusing on inheritance tax planning. In our latest blog, Simon discusses the
Recent press coverage of the problems in Defined Benefit funding and the combination of factors leading to increased transfer values, has led to a substantial
April 6th 2016 saw the introduction of a tapered annual pension contribution allowance for individuals with earnings over £150,000 or individuals who earn at least
There will be a number of individuals with older pension plans, containing guaranteed annuity rates or guaranteed minimum pensions that look attractive considering the rates
Paraplanner Grant provides us with a great case study on a clients retirement income strategy using the state pension… Scenario Client is 68 year old
Offshore Bond and use of personal allowances We came across an unusual case recently, which involved a bit of head scratching, and so we thought
Dealing with providers – everyone’s least favourite part of financial services at the best of times, right? We joke about it with our new trainees;
Although cryptocurrencies have been around for a while, in recent months they are something I, and probably yourselves as advisers, have noticed being mentioned more
In our day-to-day work as paraplanners, we regularly see recommendations in regards to surrendering investment bonds for a variety of reasons. For example, restructuring investments
I recently attended an online seminar with a group of advisers to discuss the various issues around the use of technology within the advice profession
With the Budget just announced and tax year end approaching, it feels like the right time to recap on the last tax year while looking ahead to the next one. Tax
Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used
I have noticed a real shift in mindset to the “new normal”. Advisers and paraplanners who decided to sit tight in the first lockdown have
What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised
We’ve heard these mentioned a lot over the last couple of years, following the introduction of Mifid II. However, any good adviser would have been
That seems to be the question now in relation to open-ended property funds. Our friends at Apricity summarised the main proposed changes under the Consultant
Following the PS20/6 from the FCA, they have stated that when it comes to Defined Benefit (DB) transfers there are “too many instances where transfers
In super exciting news (if you’re that way inclined, as I am) the FCA released their 2019 RMAR data recently. I’ll be going through it
Paraplanning is still a pretty new job; I still find myself explaining to friends and family what it is I do (no, it doesn’t involve
COVID is a very bad thing, but one good thing that has come out of this is that it gave us a gift. A gift
Within the 11th March budget, clarification on top-slicing investment bonds was provided. Naturally, this budget announcement was completely overshadowed by the other more pressing announcements
We heard from our Client Relations Manager, Dwight to find out how lockdown has affected the working process at Para-Sols and the opportunity it presented
As you’ll (hopefully) be aware, the world is going through a very difficult time at present due to Covid-19 (Coronavirus). This has not only had
International Women’s Day this year was a good chance to discuss women in finance, on both sides of the coin. Our Director, Jo Campbell, did
MiFID II has been in force for over two years and still, we find there is a lot of debate as to how best to
A study produced last Summer by NextWealth and the Personal Finance Society has illustrated that we are the leading supplier of outsourced paraplanning, used by
Having joined Para-Sols team in Summer 2019 from a role in Insurance and having previously run his own wedding and events company before that, our
Wondering where all the good paraplanners are? You’re not the only one. Most advisers I speak to are struggling with recruitment and retention, and
After speaking at a seminar recently, it became scarily apparent to our Founder and Director, Cathi Harrison, how little notice adviser firms had taken of
It’s a full-time job keeping up with the changes and developments in any one area of financial planning, let alone all the major areas. We
With the Budget just announced and tax year end approaching, it feels like the right time to recap on the last tax year while looking ahead to the next one. Tax
I have noticed a real shift in mindset to the “new normal”. Advisers and paraplanners who decided to sit tight in the first lockdown have
Featured in Financial Adviser. My favourite book, To Kill a Mockingbird, once told me that there is nothing to fear but fear itself, though psychology
Featured in Money Marketing. I write this as England rides out its second lockdown. It feels different this time. I won’t go into the sociology
Why do the majority of people say they ‘fell into finance’? Our Director, Jo, explores the two main reasons, as well as why she loves
We’re still celebrating the fact that we won Paraplanner Team of the Year at the Professional Paraplanner Awards! In this recent article from Professional Paraplanner,
You may have heard we have been working on a little something called #Project2030. When the world went into lockdown, we knew we had to
International Women’s Day this year was a good chance to discuss women in finance, on both sides of the coin. Our Director, Jo Campbell, did
MiFID II has been in force for over two years and still, we find there is a lot of debate as to how best to
As part of our business planning, we’ve considered what aspects of the business we might change and what areas we should focus our investment on.
Just how does our Director, Jo Campbell, manage our growing team of paraplanners? She spoke to Professional Paraplanner to explain all… Click here for the
After speaking at a seminar recently, it became scarily apparent to our Founder and Director, Cathi Harrison, how little notice adviser firms had taken of
No doubt you’ve seen all the Consumer Duty content floating around – it’s hard to miss that there has been a huge piece of regulation
The paraplanning profession is less valued now than it was years ago as individuals fail to recognise the job opportunities in this sector, according to
There is one element of a suitability report that often can make or break it, writes Grant Callaghan, Paraplanning Techspert, in Professional Adviser. We all know
Sometimes it’s hard to know where to start on your qualifications journey – Do you start off easy with financial protection? Or jump into the
As a paraplanner, there are a number of aspects you need to think about when it comes to ESG investments. Grant Callaghan, Paraplanning Techspert, Para-Sols,
Financial administrators, client support, client liaison, parassistant, admin assistant, parapartner… whatever the job title, there’s no doubt that administrators are an integral part of any
Financial administrators provide invaluable support for financial advice firms and financial administration should be considered a career in its own right, says Sophie Wilkin, financial administrator
What makes for a great paraplanner? Emma Perkins at The Art of Finance sought the opinion and experience of her colleagues at Para-Sols and provides some
Finding your perfect match can be a long journey; you may have to kiss a lot of frogs before you find someone on your wavelength,
The last 18 months have been tough for everyone, so we’re super proud of our team for not only powering through the immense workload, but
I recently attended an online seminar with a group of advisers to discuss the various issues around the use of technology within the advice profession
Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used
What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised
Well, unlike so many other industries, COVID certainly didn’t slow us down for very long. I think it’s safe to say that we’re back to
Featured in Financial Adviser. My favourite book, To Kill a Mockingbird, once told me that there is nothing to fear but fear itself, though psychology
Featured in Money Marketing. I write this as England rides out its second lockdown. It feels different this time. I won’t go into the sociology
As part of The Verve Group’s #FYIfinance series, our very own Alex Buckle was featured to give the low down on all things being a
The start of my job application at The Verve Group seems so long ago, I was half way through the recruitment process awaiting to go
I’ve had loads of questions around returning to the office and I know many business owners are struggling to figure out the best way to
We’re still celebrating the fact that we won Paraplanner Team of the Year at the Professional Paraplanner Awards! In this recent article from Professional Paraplanner,
You may have heard we have been working on a little something called #Project2030. When the world went into lockdown, we knew we had to
To say the last few weeks have been busy would be somewhat of an understatement. With the launch of our #Project2030 and the brand-new services
COVID is a very bad thing, but one good thing that has come out of this is that it gave us a gift. A gift
So. Suitability reports. Our bread and butter as a business for the last 11 years and for pretty much all of Cathi’s (lengthy) time in
Dealing with providers – everyone’s least favourite part of financial services at the best of times, right? We joke about it with our new trainees;
Although cryptocurrencies have been around for a while, in recent months they are something I, and probably yourselves as advisers, have noticed being mentioned more
In our day-to-day work as paraplanners, we regularly see recommendations in regards to surrendering investment bonds for a variety of reasons. For example, restructuring investments
I recently attended an online seminar with a group of advisers to discuss the various issues around the use of technology within the advice profession
With the Budget just announced and tax year end approaching, it feels like the right time to recap on the last tax year while looking ahead to the next one. Tax
Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used
I have noticed a real shift in mindset to the “new normal”. Advisers and paraplanners who decided to sit tight in the first lockdown have
What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised
Well, unlike so many other industries, COVID certainly didn’t slow us down for very long. I think it’s safe to say that we’re back to
Featured in Financial Adviser. My favourite book, To Kill a Mockingbird, once told me that there is nothing to fear but fear itself, though psychology
Featured in Money Marketing. I write this as England rides out its second lockdown. It feels different this time. I won’t go into the sociology
We’ve heard these mentioned a lot over the last couple of years, following the introduction of Mifid II. However, any good adviser would have been
As part of The Verve Group’s #FYIfinance series, our very own Alex Buckle was featured to give the low down on all things being a
That seems to be the question now in relation to open-ended property funds. Our friends at Apricity summarised the main proposed changes under the Consultant
In super exciting news (if you’re that way inclined, as I am) the FCA released their 2019 RMAR data recently. I’ll be going through it
I’ve had loads of questions around returning to the office and I know many business owners are struggling to figure out the best way to
It feels like we’re moving on to yet another phase of the Covid journey of fun we’ve all had the pleasure of experiencing so far
Our Founder and Director, Cathi Harrison, recently took part in The Lang Cat DEADx event and spoke on the panel – she made some important
Just how does our Director, Jo Campbell, manage our growing team of paraplanners? She spoke to Professional Paraplanner to explain all… Click here for the
This really is an age-old question, alongside legends such as “why is the sky blue?” and “in the land of Cinderella, why did she have
On 1st June, we turned the grand age of ten! Below, our Founder and Director, Cathi, shares her reflections on the last decade… “Well –
For those internal administrators out there on the verge of pulling your hair out, look no further… we have the answers for you! Let’s face
Our Founder & Director, Cathi, will be speaking at Money Marketing Interactive on 4th April 2019 – in the meantime, they’ve conducted an interview with her which you’ll
Most people associate me with Para-Sols, my original baby, and a paraplanning business that has exceeded every hope I could have ever had for it.