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• Paraplanner Profile: For this issue’s profile we talk to EQ Investors’ Victoria Groves. Victoria grew up in a financial planning family – her father, uncle and cousin are all financial planners, so she was bound to go into financial planning, wasn’t she?
• On the front line: Dan Willers explains why being involved in client meetings has made his job so much easier
• Viewpoint: Kelly Guttridge had one question when she went to the recent Powwow South West: Am I a paraplanner?
• Investment: Gearing used to be an issue for investment companies but things have changed, says Ian Sayers chief executive of the AIC
• Regulation: 12 key areas of MiFID II with which all adviser firms should be familiar
• Pension death benefits: A look at the options, opportunities and issues to be aware of around pensions and legacy planning
• Case study on SIPP property purchase: Borrowing limits and how to address them
PLUS
• Pointers: Top tips when prepping for exams
• Parameters: Your views on online services and robo-advice
• Comment: The Paraplanner Apprenticeship
• Investment outlook 2017