July / August Issue


Register with PP

Newsletter, Jobs & Event Alerts

Latest - Income Zone

  • July / August Issue OUT NOW

    28 June 2018

    In your bumper edition of Professional Paraplanner this month we have two specials for you: Click here to read The Professional Paraplanner Awards 2018 – We celebrate our second year of awards, recently held at the Grange St. Paul Hotel, London AND a Tax Special. In this 8-page section, we look at inheritance tax...

  • June Issue OUT NOW

    3 June 2018

    For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

  • What’s the Future of Asset Management?

    8 March 2018

    Richard Philbin, chief investment officer of Wellian Investment Solutions, considers how the industry might play out over the next 5 – 10 years. When you are thinking about the future of this wonderful industry of ours and have the ability (albeit in article form) to consider the future of it, the initial thoughts are “I’ll...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • Structured products ‘prove worth’ in 2017 with 7.03% average annualised return

    20 February 2018

    The average annual return for a structured product maturing in 2017 exceeded 7%, according to product data compiled by Lowes Financial Management. Lowes publishes regularly analyses of all structured products distributed by UK financial advisers, including in the firm’s yearly produced Structured Products Annual Performance Review. The latest Review shows that of the 658 products maturing...

  • 7IM launches retirement planning service targeting income provision at life stages

    18 February 2018

    Seven Investment Management (7IM) has launched a retirement planning service for adviser firms, designed to help with clients at or near retirement.  The 7IM Retirement Planning Service accommodates different ‘pots’ for different financial priorities and risk profiles, aimed at helping advisers deliver the income their clients need throughout various life stages. Advisers have a...

  • HNWs see cost of basket of luxury Christmas goods rise by 7.2%, says Coutts

    21 December 2017

    Private bank’s festive research shows while luxury goods inflation has fallen to 3.6% from 6.2% as pound rises, the cost of Christmas has risen by more than twice CPI. The latest edition of the Coutts Luxury Price Index (CLPI), which covers a basket of 132 luxury goods and services from across 12 categories, shows...

  • Deposits that can beat the base rate

    5 October 2017

    With most cash accounts making below inflation payouts, structured deposits can offer a higher return alternative, suggests Ian Lowes, found of StructedProductReview.com and managing director of Lowes Financial Management. With approximately £700bn held in savings accounts across the UK, over half of which lies in easy-access savings accounts, the average saver certainly isn’t getting the...