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A Newbie’s View of the Profession

Steffan joined us in the support team around 6 months ago. His goal is to become chartered and join the paraplanning team. Being young, and having only worked in the industry for a couple of years, we thought it would be interesting to ask him what his views of paraplanning are in the context of the wider financial planning business. A fresh set of eyes can land their focus on unexpected areas, so see if these views are beneficial to your business.

PROD is the new Cilla

PROD is a big deal. Actually, scrub that. PROD is a VERY big deal.

This is 50

The Impact of Article 50 Article 50 of MiFID II states that an adviser must “provide annual ex-post information about all costs and charges related to both financial instruments and ancillary services where they have recommended or marketed the financial instruments, or, where they have provided the client with the KID/KIID in relation to the financial instrument and they have or had an ongoing relationship during the year.”

Phased Retirement & Positioning your Firm

Providing a professional service is all about being useful. Being useful is being in the right place to offer the right solution at the right time. In your case, there are two important groups of clients that you can put yourself in the right place at the right time.

What a paraplanner passport might look like

With so many different expectations, this simple document can provide a snapshot of the type of paraplanner behind the CV.

APTA-lutely Fabulous

New rules affecting Pension Transfer advice took effect from the 1st October 2018, replacing the old Transfer Value Analysis (TVAS) with the new Appropriate Pension Transfer Analysis (APTA) that includes a prescribed Transfer Value Comparator (TVC).

“Breaking up is hard to do” and MiFID2

The consequence of MiFID is that if you take a fee for providing a service you have to provide that service or refund the fee. Quite straightforward really and fair to the client, the rub comes when advisers and their firms work out the real cost of providing that service in a post MiFID2 world.

Damian Davies: How failing to prove ongoing advice could cost you fees

New suitability rules suggest not obtaining the most up-to-date information can prevent you from taking a fee.

Retirement Planning & Residential Care

Guest Blog: Paying for a Care Home

That was then, this is now

A reflective look at retirement planning

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    Three tools for perfect factfinding
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    If you are not already a client of The Timebank and would like to know more about what we do and how we can help your business please do get in touch:

    Telephone: 01432 355 322

    Email: [email protected]
    Key contact information:

    Damian Davies, Managing Director – 01432 355 391

    Melissa Hall, Head of Paraplanning – 01432 233 038

    Lauren Bower, Account Manager – 01432 355 347

    Phone: 01432 355 322
    Fax: 0845 280 8777
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