Welcome to your November issue of Professional Paraplanner.
This month articles include:
IFP Paraplanner of the Year
For this issue’s Paraplanner profile we talk to the winner of the IFP Paraplanner of the Year 2015, Adam Wareing. Adam is head of paraplanning at Cheshire-based Clarion Wealth Planning and he tells us about his passion for paraplanning and how he moved roles from financial adviser to financial planner and into the role that he feels really suits his talents, paraplanner.
Cross-Continent Paraplanning
Outsourced paraplanner Kate Banham recently upped sticks and emigrated to Canada but she’s continuing to serve her UK clients. We talked to her about the practicalities of running a business 8 hours behind the UK
The best experience
Dan Atkinson (last year’s IFP Paraplanner of the Year) writes for us about how he is making the insurance underwriting process more client-friendly
Death benefits and IHT Planning
In the second part of his article on death benefits, Sam Newton examines the advantages and potential risks of setting up trusts to hold pension funds
Due diligence on platforms
A look at seven key areas to examine when assessing the right platforms for your clients. It’s no surprise that commitment to the market is among them.
Structured products
Black swan events may be few and far between but clients need protecting against them. This article looks at the extent to which structured products can serve that purpose.