Run out of a new TV series to binge watch? How about catching up on all the online Howwows in one go.

In our monthly online Howwow, gurus and paraplanners share top tips and best practice on current topics. Most folk tune-in and ask questions on the day, but for those times when you can’t make – or if you just want to watch it all over again – we’ve recorded it.

So, go on and have watch – it’s like netflix for paraplanners!

2019 howwows

 

january howwow: MIFID II – communicating charges to your clients with the lang cat

Joined by Mike Barrett from the lang cat and Paraplanner Benjamin Fabi, we explore the different approaches platforms are taking to communicating charges as MiFID II starts to bite.

Watch it here

 

February howwow: CRP – What is it, who is it for and needs one?

For this Howwow, we’re joined by Tim Coverdale – Head of Business Development in the North of England and Scotland at 7IM and Martin Lines – Business Development Director at Just.It covers:

  • What is a CRP – is it a CIP with a different name?
  • Who is it right for?
  • Building a process and strategy
  • Tools and stress testing
  • Reviews

There is also a follow up blog to address further questions that came up.

Watch it here

March Howwow: Paraplanning Open Mic

We’re joined by Rebecca Lucas – Owner of Lime Outsourced Paraplanning and Andy Marshall to explore the day-to-day paraplanning questions. True to the unconference principles of the Powwow, the topics unfurled on the day and the participants answered them with gusto!

Watch it here

 

May Howwow: Putting protection through its paces with Aegon

In this Howwow we talk through the key aspects of protection for a client joined by Mike Williams, Protection Development Manager, at Aegon.

Join us as we talk through not only why it’s needed and what the solutions are, but also get some practical insight into policy set up and what happens when a claim is made.

Watch it here

 

June Howwow: Polishing your investment research skills

In this Howwow we’ll take you through the steps needed to understand investments all from a paraplanner perspective. Covering things such as the long scan from FE Analytics, as well as how to research a fund and start building an investment policy statement.

Joining us as a guest guru was Nicki Hinton-Jones, Founder of XPM Investment Consulting. 

Watch it here

2018 Howwows

 

January Howwow: MiFID II & Costs – What happened next…?

Looking at the practical implications and issues of finding accurate information, the various anomalies, how to report it and paraplanning experiences so far. Our panel had already posted some blog pieces. On trading cost anomalies and negative costs catch Nathan Fryer’s piece here. Read Mike Barrett’s MiFID II reality check here and excellent reporting of what’s happening on the ground here.

Watch it here

 

February Howwow: What does GDPR mean for you?

Our panel talked through how businesses measure up against the 12 ICO GDPR principles, the legal basis around processing personal data, and lots more. Due to technical difficulties the slides didn’t appear, so we’ve popped them here.

Watch it here

 

March Howwow: Report writing surgery with Quietroom

Word meisters, Quietroom (of report writing Howwow fame) held a surgery on all those report writing bugbears, from writing and communication techniques, language usage, and how to proofread like a boss. Before you watch the Howwow, make sure you watch this animation first.

Finished? Good. All will be revealed once you’ve watched the Howwow.

Watch it here

 

April Howwow: What do the FCA papers mean for DB transfers?

This month’s Howwow looked at DB transfers in light of the recent FCA Policy Statement PS18/6 and Consultation Paper CP18/7.  Joined by Aegon’s Pension Director, Steven Cameron, we talked through the application of these papers and their potential to improve the quality of pension transfer advice to clients.

Watch it here

 

May Howwow:Rory Percival talks cash flow planning

In this Howwow our panel looked at cash slow planning from a paraplanner’s perspective with Rory Percival. We discusssed how to research and do due diligence on a tool, review it’s continued suitability, the various  tools and their uses, and lots more.

Watch it here

 

Powwow original: The Utmost Tax and Trust Howwows

In 2017 we asked you what content you wanted us to try and bring to you, and you asked for more tax and trust content. So, not ones to disappoint, we’ve partnered with Utmost Wealth Solutions to bring you five episodes on Tax and Trusts, covering wrapper taxation, pension death benefits, FICs and lots more.

Watch them here

 

july Howwow: Building & running a paraplanning team

A panel of paraplanners and Rachael Hurdman – founder of Arch inspire, shared their practical tips and experience on how to build and run a paraplannning team. This Howwow is perfect for anyone wanting tips on working within a team, anyone thinking of career development or for any team leaders or managers out there.

Watch it here

 

October and November: Powwow original: OCtopus IHT howwows

If helping clients plan better for inheritance tax is your thing, then this series of three online Howwows is essential viewing. For this series, we partnered with Powwow supporter Octopus Investments.

The series ran over three episodes.

 

Episode 1:  IHT planning. Getting it right for every client 

Exploring three of the most popular estate planning strategies – gifting, trusts and Business Property Relief.

Watch it here

Episode 2: Using trusts as part of a client’s estate planning

For many clients, trusts will be the backbone of their estate planning. So we’ll look at how trusts interact with other strategies.

Watch it here

Getting to grips with Business Property Relief

Business Property Relief (BPR) is a well-established investment incentive and estate planning tool so we’ll take a closer look at BPR-qualifying investments and how they can complement other inheritance tax planning strategies.

Watch it here

 

november howwow: mifid ii suitability with dynamic planner

Chris Jones, Proposition Director from Dynamic Planner joined us to take a deep dive into the suitability requirements introduced by MiFID II.

Watch it here

2017 Howwows

 

February Howwow: Day-to-day paraplanning

Joined by paraplanners who work from home full time, part time and even Canada, we talked through top tips for the day-to-day managing of work-flow, as well how to successfully work from home.

Watch it here

 

March Howwow: Later Life Planning

With experts in the field of later life planning, we tackled this important issue that is becoming more and more relevant for clients with the increased longevity and greater awareness of care fees.

Watch it here

 

April Howwow: Outsourced Paraplanning

The Howwow for anyone thinking of setting up and running an outsourced paraplanning business – covering what you need in order to set up to how to stay on top of CPD. There’s also a useful blog post accompanying this Howwow click here.

Watch it here

 

May Howwow: The next paraplanner generation

As a relatively new role within financial services, we discussed the training, recruiting and the career opportunities for the new generation of paraplanners.

Watch it here

 

June Howwow: TECHNICAL Chat with Rory Percival 

Rory Percival – former Technical Specialist at The FCA, frequent contributor at conferences and the Powwows, talked best practice on topics such as DB transfers, evidencing suitability, and risk profiling tools. You’ll find a copy of notes Rory’s Howwow here. 

Watch it here

 

July Howwow: Demystifying the Residential Nil Rate Band

Carol Wells, Head of Wills, Trusts and Estate Planning at Abbey Tax and an expert speaker on this topic. Carol talks us through the technical aspect of RNRB including, relief limits, impact on trusts, and downsizing rules. Once you’ve watched the Howwow, head to blog and download a copy of Carol’s slides here.

Watch it here

 

August Howwow: Study, revision & exam techniques for paraplanners

Our exam guru, John Reynolds shares the proven techniques that deliver measurable results in exams. His research uses predictive modelling to support the development of today’s paraplanners and financial planners, with the aim of making learning and development as effective as possible.

Watch it here

 

September Howwow: What is social impact investing?

We discussed the emerging field of social impact investing from a paraplanning perspective. Our experts talked through the true definition of social impact investing, how to research and review funds and portfolios, and manage clients expectations.

Watch it here

 

October online: Revisiting risk with Rory Percival

Rory Percival – the former Technical Specialist at The FCA did is second Howwow of the year on risk profiling covering the concerns the FCA have flagged in 2017 and what are firms still getting wrong. Plus we chat through the main findings from Rory’s recent research paper into risk profiling tools.

Watch it here

 

December Howwow: What does MiFiD II mean for paraplanners?

We rolled November and December into one Howwow. Why? Because we wanted to talk MiFID II and felt Christmas jumpers would soften the blow. The panel tackled annual cost disclosure, 10% reporting rules and suitability.

Watch it here


Got a Howwow question? Try these answers on for size

What are the online Howwows? 

Where Powwow gatherings are on a number of topics, Howwows are for those times when we want to focus on ONE topic in depth. Sometimes we meet in person, and at times we just like a good chinwag online. Enter the Howwow online.

I can’t seem to get this Howwow replay to work

On the tech side of things. Viewing the Howwow on browsers such as Chrome or Firefox work best.

Are there more Online Howwows?

You bet your bottom dollar there are, and on lots of useful topics for paraplanners. We aim to hold one every last Wednesday of the month, at lunchtime (1-2pm for most folk). Sometimes we’ll throw a curve ball and change the date. That’s because we want to bring you amazing panel members and they can’t make Wednesdays. It’s as simple as that.

You can watch past Howwows by clicking the links above or on our Howwow channel. For a list of any upcoming Howwow or Powwow events here.

There isn’t an upcoming Howwow 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. It’ll probably be the last Wednesday of the month, but to make sure you never miss a Howwow sign-up for the Powwow Post!

Can I suggest a Howwow topic or be on the panel?

Absolutely, the more the merrier. Drop us an email.

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 how@paraplannerspowwow.co.uk