27 October 2021

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CLICK HERE TO ACCESS THIS MONTH’S ISSUE: Professional Paraplanner – November 2021


Paraplanner profile 

When we last spoke with Ashley Wiltshire of Wiltshire Paraplanning she was about to up sticks and move to Texas, USA, while also running her outsourced firm in the UK. We caught up with her to see how things have panned out in the intervening years

Career pathway

Paraplanning has evolved organically to become an essential part of financial planning. Now it needs to be given the career status it deserves, says Lyndsey Fraser, member of the PFS Paraplanner Panel

R0 Focus

Luiza Todd, director of Bespoke Training Solutions, looks at the different options available for candidates to achieve a Level 4 financial services qualification

Death benefits

Michael Pashley, managing director of Practical Financial Exams Limited, looks at how paraplanners can use the state pension to meet death benefit objectives

SSAS: ‘Not so basics’

Having gone ‘back to basics’ on SSAS in his website article for Professional Paraplanner, Stephen McPhillips, technical sales director, Dentons Pension Management Limited, now looks at some of the more complex elements of this pension vehicle

Exam preparation

This issue, the Brand Financial Training team looks at inflation, stagflation and the Misery Index

Listen with intention

The skill of listening could be one of the most important for paraplanners and financial planners alike. Yet in a world of almost perpetual ‘noise’ it can be the skill we nurture the least, says Michelle Hoskin, managing director Standards International

COP26 and beyond

Richard Cooper, business development manager at The London Institute of Banking & Finance, looks at the challenges for paraplanners to stay abreast of the evolution of ESG

Future planning

Professional Paraplanner spoke to Victoria Barber, head of Strategic Partnerships at TIME Investments, about the impact of the pandemic on the advice sector, the growing urgency for IHT solutions and how TIME is supporting paraplanners and advisers


To hedge or not to hedge?

Wayne Nutland, head of Managed Index Solutions, considers the implications of currency exposure in diversified portfolios

Investing at home

Investors must be patient with UK equities, argues Fund Calibre’s Darius McDermott

DFM research

Lee McDowell, head of Business Development, Psigma Investment Management, looks at how paraplanners can get greater clarity on DFM costs and charges



Professional Paraplanner