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.