{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63d6635d45284700118ac9cf/6a9d4fceeea4f5ac9aec99a3?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"The Self-Assembly Paraplanning Show for September 2026","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/63d6635d45284700118ac9cf/1788699325552-498285d5-2be3-43f4-b9bc-e161cbc000cc.jpeg?height=200","description":"<p>Thanks for tuning into this Self-Assembly Paraplanning Show. Just so you know, guests appear in a personal capacity and not on behalf of the business that employs them – even if it's their own business!</p><p>Anyway, in this month's Show, host and <a href=\"https://paraplanx.co.uk/\" rel=\"noopener noreferrer\" target=\"_blank\">ParaplanX</a> founder Jawaad Tanwir is joined by Ceetal Katechia from <a href=\"https://www.cooperparrywealth.com\" rel=\"noopener noreferrer\" target=\"_blank\">Cooper Parry Wealth</a> and Luke Sparkes from <a href=\"https://www.sparkesparaplanning.com\" rel=\"noopener noreferrer\" target=\"_blank\">Sparkes Paraplanning</a> for this month's unscripted conversation in which paraplanners compare notes on what's happening in their world and the wider paraplanning profession.</p><p>Among the things on Jawaad, Ceetal and Luke’s minds in September 2026 are:</p><ul><li>The incoming pension and IHT changes – especially the work they’re doing to help clients try to simplify things before April 2027</li><li>The way the focus of client and adviser conversations have shifted from decades of ‘don't touch your pension’ to factoring pension savings into IHT calculations – it’s a big change</li><li>The FCA's simplified advice proposals: what could a more streamlined process mean for the advice gap? Is there a risk of sacrificing the place of professional judgment in the interests of speed? Could a reduced suitability letter serve some clients better anyway?</li><li>Where AI does and doesn't fit into paraplanning</li><li>UK life expectancy fell over the last decade so what might that mean for cashflow assumptions?</li><li>And more generally, what are the wider forces shaping how people plan for their financial futures?</li></ul><p>This is a wide-ranging chat among paraplanners which covers some crunchy and very topical issues. Is what’s on your mind on the mind of other paraplanners? Listen now and find out.</p><p><br></p><h4>Useful links</h4><p>Ceetal and Luke mention a couple of reviews and consultations by the Financial Conduct Authority. Here are the links:</p><p><a href=\"https://www.fca.org.uk/publications/consultation-papers/cp26-10-simplifying-pensions-investment-advice-rules\" rel=\"noopener noreferrer\" target=\"_blank\">Simplifying the pensions and investment advice rules (FCA CP26/10)</a></p><p><a href=\"https://www.fca.org.uk/publications/thematic-reviews/thematic-review-retirement-income-advice\" rel=\"noopener noreferrer\" target=\"_blank\">Thematic Review of Retirement Income Advice (TR24/1)</a></p><p><br></p><p><strong>AI in this episode</strong></p><p>We used Adobe Podcast's Enhance tool to clean up audio levels and quality, and Async's text-to-voice feature to generate the listener message at the start of the episode.</p>","author_name":"Paraplanners' Assembly"}