MARCH 2020
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Working from home – the two week reset

    6 April 2020

    Enforced remote working and end-of-tax-year planning will have seen many paraplanners thrown in the deep end and doing what is necessary to ‘get things done’ over the past two weeks. With lock down potentially lasting another two months, now will be a good time to review and reset how you are working, and whether...

    READ ARTICLE
  • 6 top tips when working from home

    6 April 2020

    Michelle Hoskin, business consultant and managing director of Standards International, offers six tips to help paraplanners now working from home.   Number 1: Protect your brain The first 8 minutes after you wake in the morning are important in preparing our brain for the rest of the day. When we first wake up our...

    READ ARTICLE
  • Be a winner in the Paraplanner Awards 2020

    6 April 2020

    We are currently taking entries for the professional Paraplanner Awards 2020. Pictured is the winner of  last year’s Paraplanner of the Year (Outsourced) award, Alexandra Sasin, founder and chief paraplanner, Navigatus. Presenting the awards is Patrick Ingram of Parmenion. We are delighted that Parmenion is the sponsor of the Professional Paraplanner’s 2020 Awards. An email...

    READ ARTICLE
  • Effect on advice of TPR’s DB transfer suspension guidance

    6 April 2020

    Rachel Vahey, senior technical analyst at AJ Bell, looks at how the recent guidance from The Pension Regulator on suspending DB transfers in the current crisis might impact advice given to clients When we popped the champagne corks on 31 December, no-one could have envisaged how 2020 is turning out. This is a difficult...

    READ ARTICLE
  • Market review – vicious cycle of negative sentiment leading where?

    5 April 2020

    Amine Chaieb, partner at Spearvest, provides a markets review in the midst of the Covid-19 crisis The global economy was still in a fragile state when the COVID19 global crisis hit. With corporate balance sheets stretched and high leverage widely used by private and institutional investors, markets were especially vulnerable given the excessive valuation...

    READ ARTICLE
  • Latest on pandemic investing plus 7-page volatility advice tool from Fidelity

    5 April 2020

    Nothing has been behaving as it should over recent weeks – normal market dynamics have broken down and governments have stepped in to hold up economies as best they can. Fidelity is producing constantly updated insight into the impact of the pandemic in respect of market and investment issues, utilising the breadth of its...

    READ ARTICLE
  • New trust registration rules you need to consider

    4 April 2020

    Trust registration deadlines are changing and paraplanners need to know about them, says John Humphreys, inheritance tax specialist at WAY Investment Services This article was first published in the March 2020 issue of Professional Paraplanner. On 10 January 2020, the Fifth EU Money Laundering Directive (5MLD) came into force in the UK, with an...

    READ ARTICLE
  • Can your client trust their pension transfer?

    2 April 2020

    What constitutes a recognised pension transfer? Gareth James, head of technical at AJ Bell looks at a recent court case where this became the focus of attention and the need for care and discretion. The liberation of funds from pensions using means that HMRC or the FCA have taken issue with has taken a number...

    READ ARTICLE
Do NOT follow this link or you will be banned from the site!