Welcome to your December issue of Professional Paraplanner.
Among the articles we have for you this month are:
Rising to the challenge
For this issue’s paraplanner profile we talk to Helen Parker, winner of the PFS Paraplanner of the Year award 2015, about her 25 years in financial services, her role as senior paraplanner with Clay Rogers & Partners and paraplanning as a profession
Paraplanner pointers
We report from Michelle Hoskin’s recent WOW! Workshop, in which Michelle provided key pointers for helping a business to not just give its clients a great service but to Wow them
IHT and pensions transfers
Mike Morrison of AJ Bell warns of the potential pitfalls of recommending pensions transfers without first checking on the client’s health
Changing risk attitudes
Post Pension Freedoms a client is likely to have at least three different attitudes to risk in relation to their retirement
Retirement Income Solutions
How do paraplanners go about offering clients a solution for retirement income that includes what clients really want – flexibility with guarantees
SSAS in pension planning
The advantages a SSAS can bring that could mean a better experience and retirement for certain clients
So what is smart beta?
Striking an optimal balance between added value and lower costs smart beta investments are growing in popularity
24 carat advice
How clients may invest in gold bullion within a SIPP or a SSAS