VIEW THE MAGAZINE ONLINE HERE
OR DOWNLOAD IT AS A PDF HERE: PP FEB 2020 issue
IN THIS ISSUE
Paraplanner Profile
Benjamin Fabi talked to Rob Kingsbury about the first two years of running his outsourced paraplanning firm Principled Paraplanning, his ethos and why he has specialised
In this month’s Viewpoint paraplanner Damian Zhang contemplates whether cashflow modelling is king.
PFS comment
As well as setting up her firm Unity Paraplanning, in late 2019 Kat Mock joined the PFS Paraplanner Panel. Here, she talks about why and her goals for 2020
SIPPS
How can a SIPP make a loan to an unconnected party? Using a case study to illustrate, Stephen McPhillips, technical sales director, Dentons Pension Management, explains
TDQ (Training Development Qualifications)
We look at Discounted Gift Trusts, useful IHT planning schemes and are often tested in the CII AF1 Personal Tax and Trust paper
Protecting a client’s home
Scottish Widow’s Chris Dunne looks at insurance necessary to protect a client’s family home
In our 5 minutes with… article, Rebecca Lucas talks to Rob Kingsbury about her decision to launch her App, WrapCompare
What happens when a client dies?
Advice firms should make supporting a client’s executors their New Year’s resolution, says Octopus’s Ben Charrington
The Investment Committee
Outlook for 2020
David Jane and the Premier Miton Multi Asset team give their collective assessment of themes and trends to consider in 2020 and beyond
Infrastructure investing
Darius McDermott, managing director of FundCalibre looks at the evolution and growth opportunities of infrastructure investing
Guide to…
This issue we look at Investment trusts. The AIC’s Elmley de la Cour provides insight into investment companies and how they can be used in client portfolios
CISI comment
F.I.R.E. Could this be a new strategy for a new decade? Maybe, says Jacqueline Lockie, head of Financial Planning, CISI