November 2017
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Latest Editions

  • February 2017

    THIS ISSUE

    Your digital copy of Professional Paraplanner is available for you to download. Click here to access your issue.

    • Paraplanner Profile: For this issue’s profile we talk to EQ Investors’ Victoria Groves. Victoria grew up in a financial planning family – her father, uncle and cousin are all financial planners, so she was bound to go into financial planning, wasn’t she?

    • On the front line: Dan Willers explains why being involved in client meetings has made his job so much easier

    • Viewpoint: Kelly Guttridge had one question when she went to the recent Powwow South West: Am I a paraplanner?

    • Investment: Gearing used to be an issue for investment companies but things have changed, says Ian Sayers chief executive of the AIC

    • Regulation: 12 key areas of MiFID II with which all adviser firms should be familiar

    • Pension death benefits: A look at the options, opportunities and issues to be aware of around pensions and legacy planning

    • Case study on SIPP property purchase: Borrowing limits and how to address them

    PLUS

    • Pointers: Top tips when prepping for exams
    • Parameters: Your views on online services and robo-advice
    • Comment: The Paraplanner Apprenticeship
    • Investment outlook 2017

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  • January 2017

    THIS ISSUE

    IN THIS ISSUE – Click here to view

    • Paraplanner Profile: Peter Cross, paraplanner with London Wall Partners, describes his paraplanning role and his passion for helping philanthropic clients do the most good with their money

    • Tax: The residential nil rate band (RNRB) comes in from April 2017. Marcia Banner, senior tax and trust consultant of Technical Connection, examines the purpose, implications and IHT planning opportunities of the RNRB

    We have two articles on the Lifetime Allowance for you this issue:

    • What investment options are open to a client approaching the LTA limit?
    • What happens if a client has breached the LTA?

    PLUS

    • SIPP property case study
    • Top tips on winning industry awards
    • Adapting annuities to the post Pensions Freedoms world
    • Why administrators should not be under valued
    • Comment: Plan for a range of scenarios in 2017

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  • December 2016

    THIS ISSUE

    Your digital copy of Professional Paraplanner is available for you to download. Click here to access your issue.

    Paraplanner profile
    In this issue we talk to Cathy Russell, who took what she loved best about her experience as a paraplanner to become a tax and trusts specialist, and now delivers training and advice to financial services firms all around the country.

    DB Pensions Transfers
    Kim Bendall, director of The Paraplanners, takes an in-depth look at defined benefit pensions transfer process and asks whether a review of a client’s final salary scheme now should be de rigueur?

    Report writing
    Dan Atkinson provides some top suggestions around the art and science of communicating with our audiences.

    Viewpoint
    Adam Piplica asks whether the Advice Gap is more a Knowledge Gap and what we can do to help educate consumers around financial planning?

    Due diligence
    Brooks Macdonald provides a seven-step process to help research the DFM market.

    Business (Property) Relief
    Hayley Broad continues her series of articles looking at how her firm uses this tax planning tool within the business.

    Investment
    Just when you think things are going one way… Murphy’s Law steps in.

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  • November 2016

    THIS ISSUE

    Your digital copy of Professional Paraplanner is available for you to download. Click here to access a jam-packed issue – our biggest yet!
     
    In this issue:

    We talk to CISI Paraplanner of the Year Jenny Ryan, who tells us how she set her sights on becoming a paraplanner and why her award celebrations were low key.

    In Paraplanner Pointers we get insight and tips from a compliance consultant on assessing Capacity for Loss.

    In a 7-page special report we look at retirement income, the issues that paraplanners are tackling and the solutions they are using; plus how structured products could be part of an income portfolio.

    We get advice on conducting due diligence on discretionary fund managers and the best sources of third-party data.

    We’re given a potted history of reversionary trusts and their tax advantages.

    We consider AIM investment as part of IHT planning.

    And Michelle Hoskin of Standards International writes an open letter to all paraplanners on the Paraplanning Standard.

    Plus much more.

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  • October 2016

    THIS ISSUE

    In the October issue of Professional Paraplanner –

    Paraplanner Profile

    Matt Harrison says good paraplanners grow into the role through hard graft, experience and an ability to see the bigger picture. That can’t be fast tracked, he argues.

    Powwow 2016

    PP editor Rob Kingsbury reports on some of the highlights from this year’s annual Paraplanner Powwow

    Paraplanner Comment

    Regular contributor Dan Atkinson looks at the benefits of apprenticeship schemes and argues that more financial advice firms should consider running them.

    Business property relief

    BPR is in its 40th year. Hayley Broad, director and head of Research at Absolute Financial Management, looks at its benefits and how through due diligence firms can mitigate the risks involved for the client and the business.

    Phased strategies in retirement planning

    A look at how phased strategies may be used to generate retirement income at different ages through retirement.

    Longevity planning

    The fact we can’t predict a client’s age at death means financial advice needs to have all the bases covered.

    DFM due diligence

    Key points paraplanners should consider when assessing third party discretionary investment services

    Comment

    In her monthly comment piece for PP, Sam Rees Adams, head of External Accreditation, CISI, looks at what best motivates people to change their behaviours – the carrot or the stick?

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  • September 2016

    THIS ISSUE

    Your September issue of Professional Paraplanner is Live.

    In this month’s packed issue:

    Paraplanner profile: Farida Hassanali, paraplanner with UBS Wealth Management, tells Rob Kingsbury about how she knew from an early age that she wanted to help people sort out their finances and has steered her career to that end. Also how she feels it is important to give back through her work for the CISI and for charities like St John’s Ambulance.

    In this issue, we go back also to interview five of the cover stars from the first year of Professional Paraplanner, to see where they are today.

    Also in this issue

    Paraplanner Pointers looks at one useful government website that has had a face-lift and now “looks great” according to one paraplanner business owner.

    Generating retirement income when the base rate is 0.25%

    The risks and benefits of DB transfers

    A SIPPS Masterclass on tax-efficient holding of commercial property

    Technical Insight Seminars

    Professional Paraplanner is bringing its popular Technical Insight Seminars to Manchester and Bristol this autumn. Hear from the technical experts on the pensions, tax, investments as well as keynote speeches from the FCA’s Rory Percival and Chris Hewitt.

    Manchester 5 October; Bristol 9 November.

    If you’ve not registered your interest yet just email us on: mailto:info@researchinfinance.co.uk spaces are extremely limited.

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  • July 2016

    THIS ISSUE

    In this issue:

    PARAPLANNER PROFILE

    In this issue’s Paraplanner profile Benjamin Fabi, paraplanner with Jones-Sheridan, reveals his chequered job history, including wotking for the Financial Ombudsman Service.

    ALSO

    We report on the Professional Paraplanner Technical Insight Seminar

    As well as the regulator’s view of research and due diligence and the insights and tips given by FCA lead associate Chris Hewitt in his speech at the CISI conference

    We talk to Kimberley George about her newly launched outsourced paraplaning service, Integrated Paraplanning Solutions

    Dan Atkinson ponders data visualisation and data mining

    And we report on discussions sat the latest Powwow Down South

    Bookings are now being taken for the Professional Paraplanner Technical Insight Seminars in Manchester on 5 October and Bristol on 9 November. Register here

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  • June 2016

    THIS ISSUE

    In this issue of Professional Paraplanner

    Paraplanner profile

    We profile Christina Melling, who moved home, leaving behind a legal job and her family to become a trainee paraplanner with Clarion Wealth Planning. Rob Kingsbury talked to her about her decision, what her role entails and her ambitions

    Pensions Dashboard

    Pensions Dashboard could give clients access to pension valuations at the touch of a button. George Osborne wants to see it implemented in 2019. Paul Pettitt of Origo explains what is involved in establishing a working dashboard by that deadline

    Why CISI?

    We speak to Campbell Edgar, newly appointed head of Financial Planning for the CISI, about the professional body’s support for paraplanners including launch of the Paraplanner Interest Group

    Due Diligence

    Does your CIP and platform research and due diligence stack up? A look at the issues and practicalities arising post the FCA’s FG12-16 and more recent TR16/1 papers

    Also in this issue:

    Structured products – why UK providers are ahead of the regulatory curve

    Your questions answered – responses to paraplanners technical questions

    Parameters survey on cashflow modelling

    From credit crunch to income crunch

    The benefits of a blended investment solution

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