24 November 2021

We have another feature-packed issue for you.

CLICK HERE TO ACCESS: Professional Paraplanner December 2021

Inside the December issue:

Looking ahead

Paraplanners working both in-house and outsourced, reflect on the events of the past year and look at what 2022 might have in store

Dan Atkinson

Need a good system for researching tools for paraplanning? Dan Atkinson, head of Technical, Paradigm Norton Financial Planning, provides some suggestions

ESG qualifications

ESG is expected to grow in popularity, so where do paraplanners start to acquire sufficient knowledge on this quite complex area? PFS Paraplanner Panel Catherine Esland considers some of the formal qualifications

Pension sharing

What happens when a client receives a pension credit? Jessica List, Pension Technical Manager, Curtis Banks suggests three things for paraplanners to consider

Technically speaking

The ability to communicate technical concepts in a way that makes sense and is easy for clients to understand, marks good paraplanners from great ones. Melissa Kidd, Motem Ltd shares her top tips.

Plan, do, check and act!

Michelle Hoskin, MD of Standards International, looks at this fundamental methodology and how it can be applied effectively by paraplanners

Understanding the RNRB

David Downie, technical manager at abrdn, examines what paraplanners need to know about the Residence Nil Rate Band


An uncertain 2022

How do we invest if the music stops in 2022? Darius McDermott, managing director, FundCalibre, looks at what might lie ahead

Anthony Rayner of the Premier Miton Macro Thematic Multi Asset Team asks: How effective has the 60-40 equity-bond model been and will it continue?

Sector considerations: Inflation

The Fund Calibre team look at the topic of much consideration at the moment: Inflation


Professional Paraplanner