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
IN THIS ISSUE
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
INVESTMENT COMMITTEE
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