DECEMBER 2017 ISSUE OUT NOW!
29 November 2017
Welcome to the December 2017 issue of Professional Paraplanner – our final issue of the year.
We have a cracker of an issue for you. CLICK HERE to read the digital version.
Within its pages are:
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.
(See also the accompanying video of Kirsty talking about the best, worst and most satisfying parts of being a paraplanner.)
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.
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’
Plus much more… INCLUDING……
Technical Insight Seminars 2018
Find out more about our Technical Insight Seminars programme for 2018, as we look to deliver 11 events for you around the country.
You can sign up for the events using the form HERE.
ATEB Consulting’s Steve Bailey examines why and how Paraplanners should consider a workplace pension in a pension transfer recommendation. Firms involved with...
Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc, adding the cashflow planning capability to its suite...
The majority of paraplanners (58%) find suitability report writing software a useful tool but only if used in tandem...