The latest edition of Professional Paraplanner is now live. Click here to access your copy.
In this issue:
Paraplanner profile
Hugh Johnson has ridden the wave of interest in paraplanning. He talks about his route to becoming head of paraplanning at Sanlam UK and the challenges of running a team of 17 paraplanners.
Three reasons not to invest in ethical portfolios
Dan Atkinson looks at reasons why people eschew ethical investing
Drawdown
Promulgation of a ‘safe’ withdrawal rate for drawdown investors is a dangerous, this writer suggests
Retirement income
Why it has never been more necessary to consider property within overall retirement planning
Platform due diligence
With paraplanners knee-deep in due diligence, what should they ask potential platform providers?
Using QROPS post March 2017
Following the changes to overseas pensions rules in the Spring Budget, why and where might clients still need QROPS and specialist international financial planning?
And in this issue’s Viewpoint, Sam Tonks of The Time Bank considers the plight of the generation without a golden pension and how Government might help instill a better retirement savings culture in the UK.