Welcome to our May 2017 issue, jam-packed with good content for you.
Please click here to read to your digital version
Here’s some of what you can see inside:
Paraplanner Profile
In this issue’s Paraplanner Profile Rob Kingsbury talks to Rebecca Tuck, who moved from large financial company to new launch, five-person firm, Magenta Financial Planning. We talk about the transition to the smaller firm, the challenges and the rewards of that, her role now and how she runs her day
Suitability reports
Seven tips on suitability report writing provided by Brooks Macdonald
Compliance
What goes wrong with Transfer advice? A look at the most common issues with pensions transfers and hints on how to avoid them
Running a paraplanning team
Rob Kingsbury talks to three team leaders about how their paraplanning teams are set up and the pros and cons they have found in the way they work
Pointers
One paraplanner’s approach to suitability report writing and a useful annual allowance calculator
Viewpoint
You asked: ‘Is a hybrid paraplanning/advice role a good move for a qualified paraplanner?’ We spoke to someone going through that process for his view.