April 2019
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April 2018

28 March 2018

Our Paraplanner profile this issue is Grahame Hopper, chartered financial planner at VWM Wealth, who tells how taking time out to travel helped him to realise the job he wanted and scoop the PFS Paraplanner of the Year award.

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TDQ

For our Technical, Development and Qualifications article we look at why RO3 is considered a difficult exam and how to study for it.

AND

You can test your knowledge in preparation for upcoming exams using our regular quiz.

5 minutes with…Rory Percival

Attendees at our Technical Insight Seminars this year will hear from a range of speakers. Rory Percival is one of them. We asked him about his views on paraplanners, professionalism, file review and suitability.

SIPPS/SSAS

We have two articles for you this issue, the first is an 8-point guide for when investing in property via a SIPP, while the second looks at how parents can help their children buy a property by using their SIPP and without incurring a large tax bill.

AI/Robotics

If you’re interested in AI and developments around it then you’ll want to read the article written by Richard Lightbound of ROBO Global, who delves into robotics, automation, and artificial intelligence as one of today’s most compelling investment opportunities.

You’ll find all this and more inside

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