23 November 2022

Your December 2022 issue of Professional Paraplanner is now live.

Click here to access your copy of the magazine: Professional Paraplanner December 2022


Paraplanner profile
Caroline Stuart is the first paraplanner President of the PFS. There is nothing paraplanners can’t do, she says

R0 Focus
How long does it take to achieve the Diploma in Financial Planning? Caroline Evans, business development adviser, Bespoke Training Solutions, has the answer

Avoiding text speak
It can be easy to slip into shorthand and so create confusion over clarity in our communications, says Dan Atkinson, head of Technical, Paradigm Norton Financial Planning

Building financial resilience
With finances under pressure, paraplanners need to understand how to support clients in building their financial resilience, says Richard Cooper, business development manager at the LIBF

Exams: Investment diversification
This issue the Brand Financial Training team consider what examination takers need to know about the benefits of diversification within an investment portfolio

This issue, we asked you for your views on working practices post the pandemic

Founding a business
Ever thought about setting up your own outsourced paraplanning firm? Sasha Wakefield tells how it has been for her in establishing The Paraplan Project

Workplace wellbeing
You may have a great company culture but how are you benchmarking it properly? Not doing so can cause issues down the road, says Michelle Hoskin, managing director, Standards International

Pre-nuptial awareness
Interest in pre-nuptial agreements is growing, making them a more common consideration within financial planning, says Catherine Morgan, legal director and family lawyer at Blake Morgan


Multi-asset: Regime change

We are in a significant period of change affecting geo-politics, economics and monetary policy. Anthony Rayner of the Premier Miton macro-thematic multi-asset team, looks at what this means for multi-asset investors

Sector report: Emerging markets
Darkest before the dawn for challenged emerging markets? Darius McDermott, managing director, FundCalibre, looks at the prospects for the sector given current geopolitical and economic pressures

Professional Paraplanner