In the past month the Personal Finance Society has hosted two of its three conferences exclusively for paraplanners and the third annual Paraplanners Powwow took place under teepees in the Northamptonshire countryside, giving paraplanners a wealth of opportunity to hear from their peers, providers and the FCA. In this issue of Professional Paraplanner we dedicate 7 pages to bring you reports from these events.
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ALSO IN THIS ISSUE:
Paraplanner Profile: Jade Connolly of Thomas Miller Investment has built her career from researcher to head of paraplanning. She believes paraplanners have a great opportunity to seize the initiative and pursue the career path they want.
Viewpoint: Should the paraplanning profession introduce a Kitemark-style standard for individual paraplanners?
Paraplanner Pointers: Using VLOOK in Excel as a way to quickly and easily cross-reference data in multiple tables
Property in SIPPS: Insight into commercial property purchase in SIPPs and an example of how the purchase may be carried out in stages
Death benefits: Knowing the new rules around death benefits is important both for tax reasons and legacy planning
Trouble ahead?: We asked two experienced fund managers dealing in China and the fixed income markets for their views of what may lie ahead
Time to ditch the FTSE 100?: Given the relative performance of the FTSE 100 of late should clients now be focussed on the smaller companies sectors?
Comment: When a firm needs to align its business needs with regulatory decisions it should call upon its paraplanners for help with the processes
We hope you enjoy this issue. If there are any topics you would like us to cover, please let me know by emailing: [email protected]
Rob Kingsbury
Editor, Professional Paraplanner