MARCH 2022

23 February 2022

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

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


Cover story: Challenging conversations

Whether it’s putting across a different point of view, upholding professional standards or simply managing expectations, paraplanners need to master challenging colleagues without damaging their relationships, says Melissa Kidd, director of Motem Ltd

Integral to success

Sharon Hamilton, head of Paraplanning at Chase de Vere, considers the development of the paraplanning team within the national financial advice company

Pensions beneficiary

Your client has inherited a pension – what next? Jessica List, pension technical manager, Curtis Banks, considers the options

R0 Focus

BTS’s Alex Langhorn reviews candidate experiences from the January sitting of the R06 remote exam

PFS 2022

PFS Paraplanner Panel member Catherine Esland provides an update on the networking and mentoring opportunities provided by the professional body

The evolving paraplanner

Where next as a paraplanner? Jon Dodson, technical and propositions manager, Redmill Advance looks at some options

Exam study: Cryptocurrency

The Brand Financial training team considers some of the main features covered in exams

Powering up

LIBF’s Richard Cooper looks at why Level 6 qualifications are becoming more important for paraplanners


Lower returns in 2022

Expectations of lower returns mean buying the market is far less likely to be a successful strategy going forward, says David Hambidge, investment director – Multi-Manager Funds, Premier Miton Investors

Finding the GEMs

Patience is the key for finding emerging market opportunities, says Darius McDermott, managing director, FundCalibre




Professional Paraplanner