24 September 2020

DOWNLOAD your copy of the October 2020 issue of Professional Paraplanner HERE: Professional Paraplanner Magazine October 2020

Paraplanner profile

In early September 2020, outsourced paraplanning firm Plan Works relaunched following founder Nathan Fryer being joined by experienced paraplanner Siân Davies Cole. Rob Kingsbury spoke to them about partnering up, what they will be offering financial planning businesses and their plans to grow the business over the next few years.


In an honest and open article, Damian Zhang, paraplanner at Foster Denovo, describes his experience with mental health issues and provides practical advice for individuals and for employers in understanding and dealing with the issues that can arise

White paper writing

Recently, Dan Atkinson, head of Technical at Paradigm Norton, had the opportunity to co-author a white paper on potential tax increases, aimed at helping the firm’s clients to understand the potential impact on their financial plans. Here he describes the process.

Exam lockdown

Lockdown’s effect on this year’s exams meant candidates suffered from cancelled and re-arranged exams, while issues with remote invigilation for some CII exams also caused headaches. We spoke to Ann Mora, operations manager at Brand Financial Training, about what happened and how things look now.

Team talk

At the heart of any good business and work stream is good communication and… collaboration. We need more of it, says Michelle Hoskin, managing director Standards International

Professional body

CISI’s Jackie Lockie finds that writing a financial plan using the client’s own words doesn’t always provide a defined picture of what the client wants and an actionable strategy

Game plan

Is the current market, economic uncertainty and noise around potential tax hikes causing clients concern around tax planning and affecting firms’ advice? We spoke to paraplanners about their experiences

IHT planning with a power of attorney

Jessica Franks, head of Tax, Octopus Investments, shoes how clients can achieve their estate planning objectives when a power of attorney is in place

The LTA charge

Should the Lifetime Allowance charge be avoided at all costs or are there circumstances where it is worth the client paying the charge? Dave Downie, technical manager, Standard Life


Certainty of income

David Hambidge, director of multi-assets at Premier Miton, considers the problems in producing a sustainable income in a world where uncertainty rules

Japan – what next?

Darius McDermott, managing director, FundCalibre, looks at the legacy of Japan’s Prime Minister Abe Shinzo and following his announced resignation, where there may be potential concerns for investors

Destructive capitalism

Does recovery from Covid-19’s impact require more of a Darwinian than a Keynesian approach? David Coombs, fund manager, Rathbone Multi-Asset Portfolio Funds takes a view

Sector considerations

This issue the Fund Calibre team look at the UK Equity market



Professional Paraplanner