May
20
12:00pm
Howwow Online: A journey to the Centralised Investment Proposition frontier
By Paraplanners' Assembly
What's it all about?
Our second online Howwow with Ascentric journeys to the Centralised Investment Proposition (CIP) frontier. Whether you're new to the Paraplanner profession and want to find out more about CIPs or actively involved in a review of your business' CIP, this Howwow should help. We're joined by Jonny Stubbs of Lift Financial and we'll be drawing on his experience of implementing a CIP.
Among other things, we'll explore:
- What is a CIP?
- CIP, PROD and client segmentation: How does it all fit together
- Is one CIP enough?
- Getting the measure of different types of CIPs
- CIP and CRP: Working together or in isolation?
- DIY or get a CIP in?
- Building a CIP
We're going to try and fit this all into an hour long Howwow!
You'll also be able to claim an hour's structured CPD from Ascentric after the Howwow, along with accessing all the help available in their resource centre.
The Magnificent Seven Five
This is the second in a series of five online Howwows that we're partnering with Ascentric to deliver through this year. We’re calling them the Magnificent Seven Five because, we're a fan of the original film (not the remake). Every Howwow will focus on the practical implications and will finish with recommended next steps. You can catch up on previous episodes here:
Episode 1: Let us introduce you to the new-ish Sheriff in town; PROD!
Got questions?
What with it being a Howwow, there are plenty of ways for you to get stuck in:
- Ask a question: If you tune in on the day, you can pop a question in the Q&A section or share your experiences in the chatroom
- @ us on twitter: If you can’t make the sessions but still want to ask something, send it to @ParaPowwow on twitter or email us here and we’ll see what we can do.
Starring
📷
- Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that).
- John Allen - Institutional Business Development Director, Ascentric. John focuses on helping advise businesses weather the changing commercial, regulatory and propositional landscape we operate in. Centralised Investment Propositions (CIP) and Centralised Retirement Propositions (CRP) are high on the agenda post MiFID II and PROD, as well as trying to drive cost out of portfolios and processes. John joined Ascentric 18 months ago after 20 years with Elevate / Standard life. He doesn’t live in the Wild West – he lives in Wales.
- Jonny Stubbs - Jonny has gained nearly 20 years experience in Financial Services from a number of different roles in advising, compliance and paraplanning (both in house and outsourced). Jonny currently heads up the team at LIFT-Financial in Cheshire. Jonny is passionate about all things financial planning, with a particular interest in how technology can be used to drive efficiencies and better communication with clients.
When is it?
This Howwow online is on Wednesday 20 May, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the Howwow finishes.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that Howwow, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss a Howwow by...
Signing up for the Powwow 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 Howwow 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 Howwow 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 Howwow 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 Howwow?
Just sign-in and view a recording of the session whenever suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the Howwow, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a Howwow topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online Howwows?
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 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. 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.
Powwows vs Howwows - what's the difference?
Here's the Powwow lingo. Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.
Got that? But there's more. Where Powwow gatherings are on a number of topics, Howwows are for those times when we want to focus on ONE topic in particular and, in depth.
Sometimes we meet in person, and sometimes we just like a good chinwag online. Enter Howwows Online.
You can find out more about Powwows or see a full list of all events here.
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 [email protected].
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 Powwow 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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