CLICK HERE TO ACCESS THE ISSUE ONLINE
OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020
What you’ll find inside:
Paraplanner profile
Katherine Harvey, client services director, Russell Gibson had a novel means of winning her role at interview, particularly as it didn’t exist at the time, she tells Rob Kingsbury
Locked down
Dan Atkinson shares his thoughts on the unusual situation of starting a new job when the office is in lockdown.
Tackling R06
The 2019 pass rate for RO6 dropped by 10%. Catriona Standingford, MD of Brand Financial Training, looks at the October 2019 exam, what may have affected the pass rate and what future candidates need to consider
The Power of Process
Paraplanners are perfectly positioned to see where firms’ processes are working or not, which is why they should get involved in business improvement, says Michelle Hoskin, MD of Standards International
The Scheme Pension trap
Can scheme pension continue to have a place in financial planning? Stephen McPhillips, Technical Sales Director, Dentons Pension Management Limited, considers its use in financial planning
IHT planning
Exemption for BPR investments doesn’t apply until two years after the initial investment. What happens if the client is elderly or unwell?
THE INVESTMENT COMMITTEE
Dividends done?
Aberdeen Standard Investments’ Will James considers the impact of recent cancelled and delayed dividends and what this means for equity income investing
Under the microscope
Darius McDermott, managing director, FundCalibre looks at the Healthcare sector, which has a number of positive factors in its favour including a potential uplift in demand post the current crisis
Sustainable investing
Mike Appleby, Investment Manager, Liontrust Sustainable Investment team considers potential economic changes post Covid-19 and how they may affect sustainable investing. Could we see an economy that is cleaner, healthier, safer and more equitable?
Professional comment
Tom O’Hara of the PFS Paraplanners Practitioners Panel reflects on what has been achieved in the five years since the panel was started