In this CPD session, Silvia Wade from Mutual Power Planning Services shared insights into the critical and evolving role of paraplanning in the financial advice process. She explored different paraplanning models— in-house, offshore, and onshore outsourcing—highlighting their advantages, challenges, and compliance implications. Emphasizing paraplanners as strategic partners, Silvia demonstrated how specialist providers can enhance efficiency, scalability, and compliance while supporting advisors through complex financial strategies. Real-world examples underscored the value paraplanners bring to retirement planning, tax minimization, and regulatory adherence.
Accreditation Points Allocation:
0.25 Technical Competence
0.25 Regulatory Compliance & Consumer Protection