FEBRUARY 2020

29 January 2020

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

Professional Paraplanner