In this issue of Professional Paraplanner
Paraplanner profile
We profile Christina Melling, who moved home, leaving behind a legal job and her family to become a trainee paraplanner with Clarion Wealth Planning. Rob Kingsbury talked to her about her decision, what her role entails and her ambitions
Pensions Dashboard
Pensions Dashboard could give clients access to pension valuations at the touch of a button. George Osborne wants to see it implemented in 2019. Paul Pettitt of Origo explains what is involved in establishing a working dashboard by that deadline
Why CISI?
We speak to Campbell Edgar, newly appointed head of Financial Planning for the CISI, about the professional body’s support for paraplanners including launch of the Paraplanner Interest Group
Due Diligence
Does your CIP and platform research and due diligence stack up? A look at the issues and practicalities arising post the FCA’s FG12-16 and more recent TR16/1 papers
Also in this issue:
Structured products – why UK providers are ahead of the regulatory curve
Your questions answered – responses to paraplanners technical questions
Parameters survey on cashflow modelling
From credit crunch to income crunch
The benefits of a blended investment solution