In the October issue of Professional Paraplanner –
Paraplanner Profile
Matt Harrison says good paraplanners grow into the role through hard graft, experience and an ability to see the bigger picture. That can’t be fast tracked, he argues.
Powwow 2016
PP editor Rob Kingsbury reports on some of the highlights from this year’s annual Paraplanner Powwow
Paraplanner Comment
Regular contributor Dan Atkinson looks at the benefits of apprenticeship schemes and argues that more financial advice firms should consider running them.
Business property relief
BPR is in its 40th year. Hayley Broad, director and head of Research at Absolute Financial Management, looks at its benefits and how through due diligence firms can mitigate the risks involved for the client and the business.
Phased strategies in retirement planning
A look at how phased strategies may be used to generate retirement income at different ages through retirement.
Longevity planning
The fact we can’t predict a client’s age at death means financial advice needs to have all the bases covered.
DFM due diligence
Key points paraplanners should consider when assessing third party discretionary investment services
Comment
In her monthly comment piece for PP, Sam Rees Adams, head of External Accreditation, CISI, looks at what best motivates people to change their behaviours – the carrot or the stick?