Welcome to your February issue of Professional Paraplanner, packed with great articles to help you in your day-to-day role as a paraplanner.
Will 2016 be a seminal year for paraplanning?
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2016 should be a full and interesting year for paraplanning. Not only do we have increasing interest in paraplanning among the professional bodies but from under the Powwow teepees we are seeing the roll-out of the Howwows and the Big Tent. All of which should translate into more resources and events specifically for the benefit of the paraplanning community.
Paraplanners should also look to get involved in the debates around the Paraplanning Standard. Should there be one and if so, what form should it take and who will maintain, monitor and police it?
For more on what we can look forward to in 2016 read Rob Kingsbury’s editorial and comment from your fellow paraplanners in The Year Ahead on pages 16-17.
Alan Gow is our profile this issue (pages 9-11), talking frankly about the challenges in setting up an outsourced paraplanning company and his company’s approach to suitability report writing.
Dan Atkinson tackles the latter subject also, in his article ‘Wisdom is not Waffle’, offering four tips on writing reports clients will read.
Also this issue we have an extended article from Canada Life’s Sam Newton in which he tackles the topical issues of the new PIP and tapering rules, including some insightful case studies.
PLUS Pointers, Para-meters, viewpoint and a range of articles covering fixed income, structured products, DFM due diligence and why you need 360 degree CPD.