28 August 2019

Welcome to the first of our autumn magazines in which we introduce a new dedicated section.


Paraplanner profile
This issue we talk to Samantha Gratton, senior paraplanner at Old Mill, about how recent structural changes at the firm have improved her role and the benefits when paraplanners are empowered to be self-driven

With the ability to freelance and better control your work/life balance, there has probably never been a better time to be a paraplanner, says Jonathan Dawson, 1to1 Paraplanning. But going it alone can be daunting

Training Development and Qualifications (TDQ)
This issue’s article covers the CII Business Financial Planning exam and focusses on using a SIPP to buy commercial property

Setting the Standard
Reece Edwards, the first person to pass The Paraplanner StandardTM talks about the experience and why firms need to throw their support behind paraplanners

In two pensions articles we cover use of SSAS as a finance source and as a structure to facilitate the passing of wealth down through the generations

Understanding different income streams and their tax treatment opens up tax planning opportunities that paraplanners can use for clients.

We also introduce a new dedicated section The Investment Committee. In this we provide insight for paraplanners engaged in research into investments and those contributing to Investment Committee decisions.

Alongside regulars features, such as from Darius McDermott MD of research and ratings agency FundCalibre, we kick off the series with two fund manager interviews, first with Gary Potter and Rob Burdett of the BMO multi-manager team, who have been managing funds together for 23 years, and also with David Harrison, manager of the Rathbone Global Sustainability Fund, who talks about the correlation between high-quality, profitable businesses and ethical and environmental sustainability.

Professional body comment
Also this issue, Jacqueline Lockie, head of Financial Planning, CISI, tells how she was inspired by how the Mercedes F1 team worked together at the recent Hungarian Grand Prix and the lessons to be taken from their performance.

Professional Paraplanner