Listen to our latest online Assembly PLUS bonus content created to help paraplanners from across the UK learn, fix and share. To join our Assemblies live, look and book for upcoming events at paraplannersassembly.co.uk/events (https://paraplannersassembly.co.uk/events/)
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
Paraplanning for LGBTQ+ clients: what we might be missing
Have you ever stopped to think about the assumptions baked into a fact find? A tickbox for ‘marital status’. A question about ‘your wife’ or ‘your husband’. A box that asks for ‘gender’ with only two options to choose from. A form that only makes room for children who are biologically yours.
These assumptions, and experiences of LGBTQ+ clients raise some important considerations for financial planning and, as paraplanners, we are well placed to make sure the file and the advice reflects who the client actually is, not who they’re assumed to be.
In this Assembly, Jawaad Tanwir, of ParaplanX is joined by Esther Clemmey of Integrity365 and Jamie Lowe of True Self Wealth to explore what paraplanners may be unintentionally overlooking when working with LGBTQ+ clients, and how to build a process where those clients feel understood without ever having to justify who they are.
Together, they look at where assumptions most often creep into the advice process – about marriage, gender, children, beneficiaries and ‘chosen family’ – and the practical planning issues that follow including: Wills and intestacy for unmarried couples, pension nominations and protection underwriting.
During this Assembly we discussed:
what paraplanners may unintentionally overlook when working with LGBTQ+ clients
the practical planning issues that can arise
how to build a process in which LGBTQ+ clients feel understood, without making assumptions
Sound like something you’d like to know more about? Tune in now.
Useful links
Grab your CPD (https://paraplannersassembly.typeform.com/to/UELp2YAI)
Watch in Crowdcast (with chat) (https://www.crowdcast.io/c/ahgyongv5gr0)
Terence Higgins Trust (https://tht.org.uk/)
Trans Support Hub (https://transsupporthub.co.uk/)
Esther mentioned Oasis Church, the inclusive faith space in Reading that she helped found. So we thought we'd link to that too:
Oasis Church Reading (https://oasisreading.org/about)
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
6 Oct 2026
The Self-Assembly Paraplanning Show for October 2026
Welcome to The Self-Assembly Paraplanning Show, a monthly unscripted conversation where we invite a small group of paraplanners to compare notes on what’s actually happening in their world.
Just so you know: guests appear in a personal capacity and not on behalf of the business that employs them.**
This month’s host, Julie South, is founder of outsourced paraplanning firm, Bee Paraplanning. Julie is joined by guests Lucy Halliday, a senior paraplanner at Argonaut Paraplanning, and Chris Wormwell, an in-house paraplanner at Wesleyan Financial Services.
Among the topics that Julie, Lucy and Chris cover this month are:
- the UK Government’s Autumn Budget – set for Wednesday 28 October – and what’s rumoured to be in it?
- who’s been hearing about clients asking to take their tax-free cash?
- the potential CGT changes that are on their radars plus chat about IHT and agricultural property relief
- why clients should plan for both sides of care – paying for their own, and understanding what caring for someone else could mean for their finances
- why cash flows should factor in the risk of redundancy and illness (and caring responsibilities)
- what the UK Government's consultation on the rights of cohabiting couples in England and Wales could mean for things like IHT and wills
It’s an episode that’s big on the potential of cash flows and annual reviews as a way to prompt conversations with clients about the stuff that doesn’t get mentioned as much as it could.
Oh and Lucy and Chris offer their gaming and streaming recommendations for October, plus plugs for events they’re planning to attend, too.
AI in this episode
We used Adobe Podcast's Enhance tool to clean up audio levels and quality.
We used Canva's background remover for the head-and-shoulder shots of Julie, Chris and Lucy in the cover image of this episode.
Useful links
Online Assembly: Les Cameron's take on the Budget (https://paraplannersassembly.co.uk/event/les-camerons-take-on-the-autumn-budget/), 5 November 2026
Previous Assembly: A dead interesting Assembly on death and dying (https://paraplannersassembly.co.uk/event/dead-interesting-assembly-about-death/), 12 August 2026
Society of Later Life Advisers (https://societyoflaterlifeadvisers.co.uk/) (SOLLA)
SOLLA membership for paraplanners (https://paraplannersassembly.co.uk/app/uploads/2026/09/ParaplannersAssembly-SOLLA-LLAA-introduction-09.2026-.pdf)
ONS life expectancy calculator (https://www.ons.gov.uk/peoplepopulationandcommunity/healthandsocialcare/healthandlifeexpectancies/articles/lifeexpectancycalculator/2019-06-07)
UK Government: A fairer end to relationships – consultation (closed 14 August) (https://www.gov.uk/government/consultations/a-fairer-end-to-relationships/a-fairer-end-to-relationships-consultation-document)
Lucy and Chris's recommendations
A Big Day Out Whodunnit (https://paraplannersassembly.co.uk/event/a-big-day-out-whodunnit/), 3 NOovember 2026
SOLLA Later Life Conference (https://societyoflaterlifeadvisers.co.uk/training/conference)
Grand Theft Auto VI (https://www.rockstargames.com/VI)
BBC iPlayer: Colin from Accounts (https://www.bbc.co.uk/iplayer/episodes/p0f255x9/colin-from-accounts)
ITVx: Jordskott (https://www.itv.com/watch/jordskott/2a2909)
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
1 Oct 2026
How advice tech should work for paraplanners (not the other way round)
Host Richard Allum is joined by Transact’s (https://www.transact-online.co.uk/) chief development officer, Andrew Cullen-Jones, to explore how paraplanners and the firms they work for can get the most out of advice tech.
Among the topics Richard and Andrew tackle in their half-hour conversation are:
the enduring issue of rekeying data
what an API is and what it does
why you should know which system’s data wins when two disagree
distinguishing between AI hype and AI help
how the role of CRMs could change
why the human side of advice matters
Plus Andrew suggests one thing that all paraplanners and their firms should consider doing before seeking the next bit of software for help.
When launches of new tech and AI innovation seem never-ending, and keeping on top of what’s new feels like an impossible task, this conversation offers a welcome pause for thought.
Useful links
Woven Advice Market Map (https://www.wovenmarketmap.com/map-download)
Video: watch this episode on Vimeo (https://vimeo.com/1231840982?share=copy&fl=sv&fe=ci)
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 43 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
62
Social presence
0
YouTube
0
Engagement
60
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