Over the course of the hour, we'll explore the factors paraplanners should consider when planning for couples.

Examples from other professions on working with couples

An overview of the new Consumer Duty rules (currently in consultation)

Why it's important you know who you are working with and how to know

Considerations around partners who are passive in financial decision making

Where gender bias can play into risk discussions

Among other things, we'll also explore the dynamics introduced age, longevity, divorce and same sex partnerships and marriage.

Laura Barnes – Laura is Parmenion’s Head of Intermediary Distribution, a role created in 2020 to support the evolving needs of intermediary clients. Her remit covers everything from leading a growing Distribution team to developing key client relationships.Laura has two decades of experience working in the financial services industry including senior distribution roles at Aegon, Cofunds and Axa Wealth.

Patrick Ingram - Patrick is Parmenion’s Head of Strategic Partnerships, joining in 2009. He has experience of private client discretionary management and wealth management consolidation, in a number of AIM quoted companies. He was previously CEO of Rowan & Co and Finance Director of Seymour Pierce Group plc. Patrick graduated with degree in History from Oxford University in 1981, trained as a Chartered Accountant with KPMG, and holds the ASIP investment research qualification.

Richard Allum - Founder of The Paraplanners and one of the team contributing to the Paraplanners Assembly.

Online Assembly: Planning for couples