March 2018


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  • March 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 vision for the team

    TDQ: Your route to Chartered
    Catriona Standingford uses a case study to illustrate a potential route through, what can be, a complicated landscape

    Paraplanners tell how they manage relationships with multiple advisers

    Planning insight
    Dan Atkinson looks at how we define clients’ relationship with money and just where it sits in their financial plans

    Should structured products be considered mainstream investments? Ian Lowes thinks they have proved their worth

    High yield bonds
    We asked a perhaps not-so-simple question: What’s the outlook for bonds?

    The Walking Dead
    We’ve entered a new world where it’s will all about assessing risk and more focused investment strategies, says Rathbone’s David Coombs


    TDQ: Test your Knowledge
    We continue our training development and qualifications series with another 10 questions as part of your exam prep.


  • February 2018


    Our first issue of 2018 provides a wide range of topics for you.

    Paraplanner Profile
    We have an extended Paraplanner Profile this issue. Elsa Ordonez Garcia, paraplanner with Mazars, tells Rob Kingsbury why she believes paraplanners have the power and ability to shape and develop the paraplanning profession.

    AND, Rob also attended a meeting of the Mazars paraplanning team, to learn how they work together.

    NEW SERIES: Test your knowledge
    From this issue we are pleased to start a new series TDQ (training, development and qualifications) in which we team up with key support providers, to provide you with the very best in training, development and qualification support.

    Stepping stone to advice?
    Have you ever considered becoming an adviser? Jamie Doughty, paraplanning team leader, Sanlam, says making that progression isn’t always as easy as it seems.

    Paraplanners discuss their involvement in client meetings and what impact it has on the way they work.

    Five minutes with… Brooks Macdonald’s director of Business Development, Andrew Denham-Davis answers our questions.

    • The risks and challenges of income drawdown
    • Ensuring SIPP commercial property has the right protection
    • Why asset managers need to stop building complex solutions to solve basic problems
    • Is China heading for a hard landing or should investors be more optimistic?


  • December 2017


    Welcome to the December issue of Professional Paraplanner for 2017 – our final issue for this year.

    We have a cracker of an issue for you.

    CLICK HERE to read

    Paraplanner profile

    Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

    While the CII is the route most people take to achieve their industry qualifications, one paraplanner explains why going down a different path has better suited him.

    Lifetime Allowance
    Dan Atkinson, head of Technical at EQ Investors, challenges preconceptions on how to deal with the Lifetime Allowance limit

    From admin to paraplanning
    Elizabeth Harrison, paraplanner with 1825, tells how she moved from administrator to paraplanner and what tips and advice she has for others looking to do the same

    A festive look at the 12 days of Christmas from both personal and professional perspectives

    Connected party transactions
    HMRC has a keen interest in connected party transactions in a SIPP or SSAS, so evidence is the watchword

    Bonds & the Finance Bill
    A look at two legislative changes in the Finance Bill 2017-19, which affect taxation of withdrawals from life assurance policies and permissible linked assets

    Is a Bear market ahead of us?
    Simon Evan-Cook, senior investment manager, Premier Multi-Asset Funds takes a view using the 2007 ‘experience’

    Find out more about our Technical Insight Seminars programme for 2018, as we look to deliver 11 events for you around the country.


  • November 2017


    In this issue of Professional Paraplanner

    A paraplanner abroad

    Rob Kingsbury talks to Keith Boyes, paraplanner with St James’s Place, who moved from Edinburgh to Hong Kong, discussing why he decided to make the move, the differences in paraplanning in Asia and the ex-pat lifestyle. You’ll be packing your bags before you’ve read the end of the article.


    Jo Hague talks about Professional Development and the resources available through the CISI

    The dreaded question

    Kim Bendall, director of The Paraplanners, says there is one question she dreads being asked but reflecting on it reveals the changing face of paraplanning

    Retirement income

    Ways to maximise tax-free savings allowances in retirement using a mixed wrapper tax strategy

    FCA annuity comparator

    While laudable, the FCA’s annuity comparator tool will mean a significant change to the annuity buying process and has obvious flaws

    Due diligence

    Digging deeper into the process for getting the right insight into DFMs

    Disruptor or disrupted?

    Darius McDermott, managing director of Chelsea Financial services, looks at how investors can best identify with the winners in a constantly evolving market


    Jacqueline Lockie, deputy head of Financial Planning, CISI discovers a behavioural science link between the BBC’s Strictly Come Dancing and the role of paraplanners

    Happy reading.


  • October 2017


    Welcome to another issue of Professional Paraplanner packed with great content.

    For this issue’s Paraplanner Profile Rob Kingsbury talks to Para-Sols MD Cathi Harrison about how she is building the outsourced paraplanning business and why she is setting up new compliance company Apricity.

    See the accompanying video on our website in which Cathi talks about whether she would recommend other paraplanners set up their own businesses

    Also in this issue:

    Parameters Special
    You tell us where you think the pinch points are in the DB Transfers process

    Powwow 2017
    Rob Kingsbury reports on this year’s national Powwow, which covered area such as suitability report writing and tips for best practice in the working day

    Measuring success
    EQ Investor’s Dan Atkinson examines the question of how we assess the success of a portfolio when measured against non-percentage return goals

    Retirement planning
    How clients can best invest in terms of investment selection and tax wrappers for healthy finances in retirement

    How does an investment committee work?
    The structure and role of the investment committee and insight into how Architas’ own committee operates


  • September 2017



    Paraplanner Profile

    Caroline Stuart tells Rob Kingsbury what her role as head of Technical Solutions at DB Wood entails, how she thinks paraplanning will progress as a profession, and why she is the host at this year’s national Paraplanners’ Powwow

    Day in the Life of…

    Ever wondered how an investment analyst at an asset manager spends their day – Benoit Labeyrie, Europena equities analyst at Architas spills the beans.

    Vulnerable clients

    Ask who your vulnerable retirement clients are and you may be surprised by the answer

    DFM due diligence

    A look at processes that can help paraplanners improve due diligence on their discretionary fund manager partners

    Preparing for MiFID II

    The implications for advisory firms of MiFID II and three ways to minimise its impact

    Investment Bonds

    How UK investment bonds can be used to achieve tax efficient growth


    Plus we highlight some top tips on Suitability Report Writing from the recent Howwow seminar


  • July/August Issue


    Professional Paraplanner – THE AWARDS ISSUE

    Welcome to the latest issue of Professional Paraplanner in which we celebrate our inaugural awards.

    This issue we’ve changed our viewer for the magazine to html5, which does away with the need for you to download the Adobe Flash Player every time it updates. It’s a slightly different format. We like it, we hope you do too.

    Lined up for you inside:

    Paraplanner profile
    Kat Mock, winner of our Paraplanner of the Year Award 2017, tells us about her career, working in-house and outsourced, and what excites her about trust planning

    The Awards
    The full list of all the winners and shortlisted entries for Paraplanner of the Year, Paraplanner Team of the Year, Personality of the Year and the companies that you nominated as the winners of our provider awards

    Paraplanner Team of the Year
    We also interview Marie Smith, paraplanning manager at Cooper Parry Wealth, on what made her team the Paraplanner Team of the Year.

    ALSO in this issue:

    My process for carrying out DB Pensions transfers

    Long term care
    The suitability of an investment bond wrapper

    Property in a SSAS
    When a residence is not ‘taxable property’

    Suitability report writing


  • June 2017


    Welcome to the June 2017 issue of Professional Paraplanner, marking our third anniversary serving the paraplanning community.

    It has been a thoroughly enjoyable and inspiring journey over the past three years. Thank you all for reading and we look forward to providing you with quality content for many more years to come.

    In this issue:

    Paraplanner Profile

    Christina Georgiou, paraplanning manager at John Lamb, is not afraid to challenge the status quo, she tells PP editor Rob Kingsbury

    Paraplanning Standard

    At Professional Paraplanner’s Technical Insight Seminar, Michelle Hoskin told the audience “the future is yours”, laying out where she believes the market is heading, paraplanning’s place within it and providing an update on the Paraplanning Standard

    Paraplanning 2017

    Highlights from our recent study into paraplanning in the UK, in association with Architas.


    In this extended Paraplanner Pointers, an AF examiner offers tips for candidates when prepping to take their exams

    Inheritance tax

    Transferring a nil rate band is a valuable option in tax planning. How can it be best applied and where does it sit alongside wills and trusts?

    Vulnerable clients

    Jacqueline Lockie, deputy head of Financial Planning at CISI, discusses the ethics around identifying and best serving vulnerable clients