May
11
12:00pm
A Paraplanner's introduction to guaranteed income
By Paraplanners' Assembly
What you'll learn
From time to time, we like to cover topics that may not be something that Paraplanners come across every day but would still benefit from knowing about. This is one of those topics. Many Paraplanners may never have worked on an annuity or have less experience since pension freedoms came in.
Over the course of this hour, we'll discuss
- The basics
- Underwriting
- How annuities have evolved
- Comparing to drawdown
- Planning and research
- Regulation
Who you'll meet
- Martin Lines: Development and Events Director at Just.Martin heads up Just’s team of Retirement and Later Life Specialists, supporting adviser training events and conferences across the UK – and online! He joined Partnership in 2009, ahead of the creation of Just, having worked alongside local and national adviser firms on pensions and retirement-related issues. He is a regular speaker at financial services events with subjects ranging from the technical issues to consumer vulnerability and behavioural bias.
- Richard Allum: Founder of The Paraplanners and one of the team contributing to the Paraplanners Assembly.
When is it?
Join us on Wednesday 11th May, at 1.00pm for this hour-long online chat.
Want to ask them a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the event, or email us here, or ask in real-time on the day.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that event, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss an event by...
Signing up for the Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the event just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the events on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the event?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the event, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online events?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming event listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to here.
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on our happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
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Paraplanners' Assembly
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