May 2019


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  • May 2019 Issue Out Now

    24 April 2019

    In your May issue of Professional Paraplanner – Click here to read  Kat Mock talks to Rob Kingsbury about starting up her new outsourced business, Unity Paraplanning, and the challenges and practicalities involved Dan Atkinson, head of Technical at EQ Investors, looks at recent academic research from the Centre for Ageing Better and how...

  • CISI warns over FCA compensation limit hike

    23 April 2019

    The Chartered Institute for Securities & Investment (CISI) has asked the FCA for urgent clarification on the issues surrounding the Financial Ombudsman Service’s (FOS) compensation limit hike, warning that it could have serious consequences for its members. In a letter to the FCA CEO Andrew Bailey, the CISI said professional indemnity insurers were already...

  • Millennial retirement planning and property wealth

    23 April 2019

    Rathbones head of asset allocation research Ed Smith explains why IFAs and paraplanners should encourage their younger clients not to rely on property wealth when it comes to funding their retirements. If any of your younger clients, or the children of your clients, are looking to property for funding retirement, it might be wise...

  • How to Calculate Quick Succession Relief

    23 April 2019

    Quick Succession Relief is something that has often come up in both the AF5 and AF1 written exams.  Brand Financial Training has put together a quick example to help those studying for any of the exams where taxation can rear its head. This post was originally published on the Brand Financial Training Blog at...

  • Three-year track record: Investec Global Special Situations

    22 April 2019

    In her new monthly Investment Research column for Professional Paraplanner, Juliet Schooling Latter, research director, FundCalibre, looks at funds that have just passed or are approaching their three-year track record. This issue she looks at the Investec Global Special Situations fund. Having joined Investec’s Value team in 2007 and 2011 respectively, Steve Woolley and...


Latest Development

Bond & OEICs taxation quiz

On the 20th June 2019 Prudential will be running...

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Latest Events

2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW

Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...

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