Professional Paraplanner – THE AWARDS ISSUE
Welcome to the latest issue of Professional Paraplanner in which we celebrate our inaugural awards.
This issue we’ve changed our viewer for the magazine to html5, which does away with the need for you to download the Adobe Flash Player every time it updates. It’s a slightly different format. We like it, we hope you do too.
Lined up for you inside:
Paraplanner profile
Kat Mock, winner of our Paraplanner of the Year Award 2017, tells us about her career, working in-house and outsourced, and what excites her about trust planning
The Awards
The full list of all the winners and shortlisted entries for Paraplanner of the Year, Paraplanner Team of the Year, Personality of the Year and the companies that you nominated as the winners of our provider awards
Paraplanner Team of the Year
We also interview Marie Smith, paraplanning manager at Cooper Parry Wealth, on what made her team the Paraplanner Team of the Year.
ALSO in this issue:
Pointers
My process for carrying out DB Pensions transfers
Long term care
The suitability of an investment bond wrapper
Property in a SSAS
When a residence is not ‘taxable property’
Viewpoint
Suitability report writing