GIỚI THIỆU VỀ TẬP NÀY
We got together online at 1pm on Wed 17 June 2026 for The Self-Assembly Paraplanning Show.
Why 'Self-Assembly'? Because host Sam Tonks and guests Alan Gow, Jackie Manning and Kimberley Malin started out with four talking points to cover in one lunch-hour. The topics were
– how the paraplanning year has gone so far
– what's coming up for paraplanners
– what could be a thing but isn't yet, and
– what events and resources they're recommending right now
The result is a wide-ranging conversation that takes in mixed feelings about AI (it's handy for handover emails, but when it's confidently wrong..?), chat about rising role of annuities and gifting from excess income, plus questions about the decline of cash, what advice might look like in the future if so-called 'finfluencers' are allowed to continue to 'finfluence'.
Fancy tuning in? Then listen now.
There were loads of useful links shared of the course of the lunch hour. Here are the ones we managed to note down.
Watch the Replay in Crowdcast (includes chat)
Find out more about the PFS Paraplanning Panel
PFS Festival of Financial Planning
CISI Paraplanner Interest Group
Estate Research: Good webinars and resources
Professional Paraplanner Technical Insight Seminars
Kings College London: Consumer Duty in the Age of AI & Sustainability
What If?... A Guide To Working Smart & Building Your Own Path In Paraplanning
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Think Fast, Talk Smart: The Podcast
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