Paraplanners' Assembly

In our top spot, perennial Assembly favourite, Les Cameron of M&G Wealth, shared insights on Labour’s historic Budget delivered by Rachel Reeves, the first woman Chancellor. With significant measures on capital gains, inheritance tax, pension tax relief, national insurance, and more, was this one of the most consequential Budgets in recent years? Or just a precursor for future changes? Tune in to find out! 📊💬 https://bit.ly/4gjxPa7 And...here's a recap! #2 What kind of paraplanning leader could I be? #3 A second helping of 'Is there a recipe for successful retirement income advice?' #4 The five tech security tips paraplanners shouldn't do without #5 From Parliament to paraplanner: How do Budget measures become law? Listen again and follow us on your favourite podcast provider, search for Paraplanners Assembly! #Podcast #ParaplannersAssembly #LearnFixShare #Listen #Budget #FutureChanges #Paraplanners

In second place: "What kind of paraplanning leader could I be?" Thinking of stepping into paraplanning leadership or looking to enhance your skills? Join Aegon UK’s Sarah Purves and Succession Wealth’s Ellie Welling for a 90-minute Podcast Assembly hosted by Richard Allum. You'll explore: - Your existing paraplanning leadership qualities - Your natural management style - Navigating tricky conversations - A practical toolkit for immediate impact Ellie and Richard will share their experiences transitioning into leadership, providing insights on challenges and effective team management. This Assembly is designed to help you: - Reflect on leadership challenges - Learn from varied career experiences - Gain actionable tips - Assess if leadership is right for you Suppose you've been considering taking on a leadership position in paraplanning or are already in a management role and looking to enhance your skills. In that case, this extended Assembly is designed just for you! 🌟 Listen again here - https://bit.ly/4fsGgPg - or on your favourite podcast provider. #ParaplanningAssembly #LeadershipDevelopment #Managementskills #careeradvancement #LearnFixShare #Podcast #Paraplanners

In at number 3 is 'A second helping of 'Is there a recipe for successful retirement income advice?'' Join Gareth Davies from Scottish Widows and host Richard Allum for the follow-up Assembly on retirement income advice! After an engaging first session, they’ll revisit the annuities vs. drawdown debate, discuss pension death benefits, and assess regulatory changes affecting retirement advice. This Assembly Podcast is packed with valuable insights you can apply to client cases right away. Don’t miss it! PLUS Don't forget to grab your CPD for tuning in! https://bit.ly/4gBPKc3. #RetirementIncome #ScottishWidows #PensionAdvice #AnnuitiesVsDrawdown #RegulatoryChanges #FinancialInsights #ClientCases #CPD #Paraplanners #ParaplannersAssembly #LearnFixShare #Podcast

Think you know how to stay safe online? Even seasoned internet users can fall for sophisticated scams. Join the eye-opening conversation with Sarah Coles, Parmenion’s head of cyber and resilience, as she shares five practical tips to protect you and your business from cyber threats. In under 30 minutes, discover: 🔑 Why password length matters more than complexity 💾 The truth about backup solutions (Dropbox isn't enough) 🎣 How to spot sophisticated phishing attempts 🛡️ Simple ways to protect client data and meet regulations ⚠️ Common security mistakes and how to avoid them Whether you're a solo paraplanner or part of a larger team, gain valuable insights to safeguard your practice and personal information. Tune in and start developing healthy cybersecurity habits today! https://bit.ly/4io1652

It's time for Top of the Pods, highlighting the top 5 most listened-to podcasts! At number five is 'From Parliament to Paraplanner: How Do Budget Measures Become Law?' Join host Leanne Pickering from Pivotal Paraplanning and James Jones-Tinsley from Barnett Waddingham as they explore how Budget measures transition into law, detailing the journey through Parliament to paraplanners and advisory professionals. They discussed successes like pensions preparation for A-Day and challenges like lifetime allowance abolition, shedding light on why some changes are quick while others take months. Plus, gain tips for addressing client inquiries during uncertain times. Enhance your understanding of how Budget measures affect your work with this engaging conversation! 🌟🎧 https://bit.ly/3CtS3iD #TopOfThePods #Podcasts #Budget2024 #ParaplannersAssembly #Paraplanners #LearnFixShare

Now live on the Paraplanners' Assembly Podcast: A Paraplanner's Guide to Giving. 🎁 Once, philanthropy seemed reserved for the ultra-wealthy. However, in this season of generosity – and in a world that truly needs it – discover why that perception has changed. Learn how paraplanners can assist clients in channelling their funds into impactful initiatives more effortlessly than ever. Join us as we delve into: - Innovative ways clients can contribute - The motivations driving their philanthropic desires - The growing evidence that clients are eager to give, even if advisers might overlook it Host Richard Allum is joined by ethical investing advocate Jeannie Boyle from EQ Investors I B Corp, Jack Chellman from Global Returns Project, and David McIntosh from ShareGift. Together, they will illuminate these crucial topics. Listen and follow on your favourite podcast provider, or just click here...https://bit.ly/49zvNjQ #ParaplanningAssembly #Podcast #GivingGuide #Christmas #Charity

Really great to speak to Paraplanners' Assembly and have a fascinating discussion around many aspects of charitable giving. Thanks to my co-panelists Jeannie Boyle and Jack Chellman, as well as Richard Allum & Ian Thomas for setting everything up. For those interested, you can watch a recording of the event here: https://lnkd.in/d7h4SWFz

Want to know why storing passwords in your browser might be riskier than you think? Or why relying on SMS codes for two-factor authentication could leave you vulnerable? No matter how tech savvy you are, ever more sophisticated scams mean that you and your clients’ data is vulnerable online. So tune in and listen to Sarah Coles, Parmenion’s head of cyber and resilience, as she runs through five things you can do right now to stay safe online. https://bit.ly/4io1652 #cybersecurity #onlinesecurity #ParaplannersAssembly #Podcast

⏱️ THIS IS YOUR 10 MINUTE TIMER! ⏱️ Grab yourself a notepad 📓 and a cuppa 🍵 and join us at 10am for An informal Assembly for outsourced paraplanners. Not booked yet? There's still time! https://bit.ly/498OHxu #ParaplannersAssembly #Paraplanners #LearnFixShare #Christmas #OutsourcedParaplanners #Networking #Together #Share

⏱️ THIS IS YOUR 10 MINUTE TIMER! ⏱️ Grab yourself a notepad 📓 and a cuppa 🍵 and join us at 1pm for ''A paraplanner’s guide to giving'". https://bit.ly/4ipGzNC