30 October 2019



Paraplanner profile

Rob Kingsbury talked to Siân Davies Cole, head of paraplanning at Aspirations, about what she believes it takes to run a paraplanning team and how she had to adapt her plans to get her dream role when it arose


5 minutes with…

We kick off a new series with a quick fire interview with Chris Sandfield, CEO of digital investment platform Coinvestor


Guide to….

In the first article in another new series, providing insight for paraplanners new to the industry, Paul Darvill, Administration and Technical director, Talbot and Muir, looks at the structure and use of a SSAS and the effective way to establish the vehicle for a business

Outsourcing/freelance: Challenges of going it alone

The promise and excitement around setting up your own outsourced paraplanning firm is not always matched by the reality. Fiona Bond talked to two experienced paraplanners about the challenges they faced and how they overcame them

TDQ: Tax planning

Confused by EISs, VCTs and SEISs? Catriona Standingford, managing director of Brand Financial Training, takes a look at these tax efficient investing products


Chris Dunne, proposition manager Scottish Widows highlights key points for paraplanners required under the EU’s Insurance Distribution Directive

Pensions: Tax case study

Stephen McPhillips, technical sales director, Dentons Pension Management uses a case study to spotlight how using a SSAS in pension planning can help to mitigate inheritance tax

Tax: Estate planning

Overcoming clients’ reluctance to relinquish control of their assets can be the first step on the road to effective estate planning


This issue’s survey looks at longevity assumptions

The Investment Committee

Unloved Japan

Japan could be worthy of long-term investments, particularly with the low valuations of Japanese companies and the yen also at a low price, says Darius McDermott, managing director, FundCalibre

Ethical investing: bonds

Martin Foden, head of Credit Research at Royal London Asset Management, explains how ESG and credit analysis must be integrated to achieve superior investment returns

Funding under threat

The sources of funding for new and smaller companies are being challenged and we should be worried about the longer term ramifications


Europe is a misunderstood market but you need to look for quality, says Kurt Cruickshank, investment director European equities, Aberdeen Standard Investments

Sector considerations

This issue we look at capital protection and absolute return funds vs bonds

Professional body

Jackie Lockie head of Financial Planning at the CISI considers the impact of advancing technology on vulnerable clients

Plus our regular Test your knowledge Q&A, CPD and Data Download pages.


Professional Paraplanner