JUNE 2022

25 May 2022

Welcome to the June 2022 issue of Professional Paraplanner, the magazine for paraplanners, financial technicians and administrators.

Click here to access your copy of the magazine: Professional Paraplanner June 2022

ESG approach

Regulation requiring advice firms to have a discussion with clients around sustainable investing and ESG ‘is coming’, Rebecca Kowalski, owner of independent consultancy Overstory Finance, tells Rob Kingsbury.

Dan Atkinson

What makes for a good benchmark? There are plenty of options out there, but how do you choose the right ones against which to measure your clients’ portfolios?

RO Focus

Luiza Todd, director of Bespoke Training Services, walks through an R04 exam style question

Annuities – dead or not?

‘Annuities are dead! Long live annuities!’ says Richard Cooper, Business Development Manager at The London Institute of Banking & Finance

Exchange Rates

The Brand Financial Training team explain how exchange rates work and how strengthening and weakening currencies affect exports and imports into an economy.


VCTs: How do you use them?

Fiona Bond spoke to paraplanners about how they utilise Venture Capital Trusts (VCTs) when constructing financial plans for clients, looking in particular their research processes and what characteristics they expect of a VCT before they will recommend it to clients.

A venture strategy worth backing

The UK providers fertile ground for innovative companies but selecting the right ones to invest in is absolutely key. How then, does a choose which to invest in? There is one factor that is fundamental, Billy Brown, Strategic Relationship Director, Triple Point explains

Adapting to a shifting market

The VCT market is attracting record inflows but the market is changing. Triple Point’s Billy Brown looks at what paraplanners need to know about the market now


Reverting to growth

David Jane of the Premier Miton Macro Thematic Multi Asset team, considers whether now is the time to pivot back to growth stocks

Equity Income

Darius McDermott, managing director, FundCalibre asks: Could “old fashioned” UK equity income be back in vogue?

Professional Paraplanner