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  • Dec 2015


    Welcome to your December issue of Professional Paraplanner.

    Click here to read the issue

    Among the articles we have for you this month are:

    Rising to the challenge

    For this issue’s paraplanner profile we talk to Helen Parker, winner of the PFS Paraplanner of the Year award 2015, about her 25 years in financial services, her role as senior paraplanner with Clay Rogers & Partners and paraplanning as a profession

    Paraplanner pointers

    We report from Michelle Hoskin’s recent WOW! Workshop, in which Michelle provided key pointers for helping a business to not just give its clients a great service but to Wow them

    IHT and pensions transfers

    Mike Morrison of AJ Bell warns of the potential pitfalls of recommending pensions transfers without first checking on the client’s health

    Changing risk attitudes

    Post Pension Freedoms a client is likely to have at least three different attitudes to risk in relation to their retirement

    Retirement Income Solutions

    How do paraplanners go about offering clients a solution for retirement income that includes what clients really want – flexibility with guarantees

    SSAS in pension planning

    The advantages a SSAS can bring that could mean a better experience and retirement for certain clients

    So what is smart beta?

    Striking an optimal balance between added value and lower costs smart beta investments are growing in popularity

    24 carat advice

    How clients may invest in gold bullion within a SIPP or a SSAS


  • Nov 2015


    Welcome to your November issue of Professional Paraplanner.

    Click here to read the issue

    This month articles include:

    IFP Paraplanner of the Year

    For this issue’s Paraplanner profile we talk to the winner of the IFP Paraplanner of the Year 2015, Adam Wareing. Adam is head of paraplanning at Cheshire-based Clarion Wealth Planning and he tells us about his passion for paraplanning and how he moved roles from financial adviser to financial planner and into the role that he feels really suits his talents, paraplanner.

    Cross-Continent Paraplanning

    Outsourced paraplanner Kate Banham recently upped sticks and emigrated to Canada but she’s continuing to serve her UK clients. We talked to her about the practicalities of running a business 8 hours behind the UK

    The best experience

    Dan Atkinson (last year’s IFP Paraplanner of the Year) writes for us about how he is making the insurance underwriting process more client-friendly

    Death benefits and IHT Planning

    In the second part of his article on death benefits, Sam Newton examines the advantages and potential risks of setting up trusts to hold pension funds

    Due diligence on platforms

    A look at seven key areas to examine when assessing the right platforms for your clients. It’s no surprise that commitment to the market is among them.

    Structured products

    Black swan events may be few and far between but clients need protecting against them. This article looks at the extent to which structured products can serve that purpose.


  • Oct 2015


    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.



    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: robkingsbury@researchinfinance.co.uk

    Rob Kingsbury

    Editor, Professional Paraplanner


  • Sept 2015


    Profile: We talk to Rob Ellis, who heads up the implementation team at Equilibrium Asset Management, tasked solely with onboarding new clients

    Viewpoint: Last issue’s viewpoint on whether paraplanners participating in client meetings should be CF30 authorised brought in some interesting feedback – so we went out to you with a survey.

    The risk triangle: Dan Atkinson outlines how his team looks to balance clients’ three core risk elements

    Working culture: Consultant Sally-Anne Rogers talks to three senior paraplanners and the most recent recruit at Greystone Financial Services about their roles and the ethos of the company

    Powwow Down South: We report from the most recent Powwow, where topics discussed included getting new people into the profession, report writing and illustrations, and getting clients to read suitability reports

    Pensions Technical: Examining how the new money purchase annual allowance, carry forward and pension input periods operate

    Due diligence: Some top tips when carrying out due diligence on SIPP providers

    SIPPs: Ways to increase tax and investment flexibility by holding property in SIPPs

    Comment: To attract new talent into the industry we must be able to define what a paraplanner is, says the IFP’s Sam Rees-Adams


  • July 2015


    This issue features Nathan Fryer, director of Plan Works, set up the outsourced paraplanning firm in 2014 and now is looking to expand the operation.

    Our Viewpoint feature focuses on the debate around whether paraplanners should be CF30 authorised to take part in client meetings.

    The demand/supply balance in the paraplanner recruitment market is heavily weighted in favour of demand at present. But when going for a top job you still need to make sure you CV stands out above the rest. We asked a recruiter to give us her tips for making a CV catch a recruiter’s eye.

    Paraplanning for ethical investments. Following reader request for an article around paraplanning for ethical and sustainable investments, Dan Atkinson paraplanner at impact investment company EQInvestors talks about his team’s approach.

    When it comes to Sub-Saharan Africa investors need to look beyond the headlines to the opportunities, says Alistair Way, investment director, Standard Life Investments


  • June 2015


    Our Paraplanner Profile and cover star this issue is Hannah Smith, who at the time of interview was a paraplanner at Holden & Partners but was on the cusp of leaving to join Saunderson House. We talked to her about her experiences of different firms, just how differently one firm can work compared to another and, among other things, how she feels paraplanners should be getting the word out about paraplanning and attracting new people into the profession.


  • May 2015


    In this month’s issue – Paraplanner Profile: Martin Vaughan. Martin is well known for his work on the IFP’s Certificate in Paraplanning and starting outsourced business Paragon Paraplanning. We talk to him about his career, the profession and get his tips on launching an outsourced paraplanning firm.

    How to be your own Boss: Continuing the entrepreneurial theme, we provide a further report from the Outsourced Paraplanning Workshop, presented by The Paraplanners, looking at issues such as setting up a business and what to charge.

    Paraplanner Pointers: For anyone who calculates ‘what if’ scenarios in Microsoft Excel, this issue’s pointers has a great tip for you.


  • April 2015


    In this issue’s profile Mandy Kemp, director of paraplanning at Tilney Bestinvest, talks about the challenges presented by managing a team of 20 paraplanners dotted around the country and how she looks to instill best practice in the team.

    Cathi Harrison, recently elected board member of the Personal Finance Society, writes for us on what the trade body is looking to deliver for paraplanners over the next year and how the recently formed Paraplanner Practitioner panel fits in.

    While Sam Rees-Adams from the IFP writes on how to deal with conflicts of opinion with your adviser/planner.