Enhance your reports with free icons and graphics
in partnership with ParaplannersAssembly
Welcome to the Snippet Collection
Like paraplanners, we believe that delivering information in a visual way is an important part of making investing straightforward for clients. Because of this, we devote a great deal of care and attention to making complex information about investments clear and easy to understand. Now, in conjunction with the Paraplanners Assembly team, we’d like to share that expertise with you.
The Snippet Collection is a new resource - built with paraplanners, for paraplanners. It gives you free access to a basic range of simple graphics in various formats for documents and reports, with simple instructions on how to download, resize and reproduce in your brand colours.
Flexi Phased Drawdown
Use this graphic to explain flexible phased drawdown to your clients.
In specie transfer
Use this graphic in your reports to explain in specie transfers to your clients.
Bed and ISA
Use this graphic in your reports to explain Bed and ISA to your clients.
Flexible Drawdown
Use this graphic in your reports to explain flexible drawdown to your clients.
Pension
Use this graphic to show the tax position of benefits taken from a pension.
Portfolio drift
Use this graphic in your reports to explain portfolio drift to your clients.
DC Pension fund
Use this graphic to explain the process for a deceased member's DC pension.
Adding images to Word documents
In this video, Microsoft Word expert, Melanie Francis, of Expert Office Documents shares formatting tips for adding images to Word documents.
Resizing images and adding your brand colours
Once you've added your images to Microsoft Word, you can resize them and add your own brand colours in 3 simple steps.
An expert's view
"As paraplanning professionals we often help clients to understand complex concepts, so they can make informed decisions about their financial future. Sometimes a simple but well thought out graphic can be really helpful.
Finding or creating the right image for the right moment is hard! We're technical specialists not graphic designers. This library is the product of paraplanners and graphic designers working together to create images to help you and your clients. As it expands and takes on your feedback I think this could be an incredible valuable resource. Huge thanks to the teams at the Paraplanners Assembly and Parmenion for making this happen. I can't wait to see how it grows!"
Dan Atkinson, Head of Technical, Paradigm Norton Financial Planning
Tell us what you'd like to see next
Paraplanners Assembly have created a short survey to get your views on what snippet you'd like to see next.
