Our first issue of 2018 provides a wide range of topics for you.
Paraplanner Profile
We have an extended Paraplanner Profile this issue. Elsa Ordonez Garcia, paraplanner with Mazars, tells Rob Kingsbury why she believes paraplanners have the power and ability to shape and develop the paraplanning profession.
AND, Rob also attended a meeting of the Mazars paraplanning team, to learn how they work together.
NEW SERIES: Test your knowledge
From this issue we are pleased to start a new series TDQ (training, development and qualifications) in which we team up with key support providers, to provide you with the very best in training, development and qualification support.
Stepping stone to advice?
Have you ever considered becoming an adviser? Jamie Doughty, paraplanning team leader, Sanlam, says making that progression isn’t always as easy as it seems.
Pointers
Paraplanners discuss their involvement in client meetings and what impact it has on the way they work.
Q&A
Five minutes with… Brooks Macdonald’s director of Business Development, Andrew Denham-Davis answers our questions.
Plus
• The risks and challenges of income drawdown
• Ensuring SIPP commercial property has the right protection
• Why asset managers need to stop building complex solutions to solve basic problems
• Is China heading for a hard landing or should investors be more optimistic?