25 August 2021

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CLICK HERE TO ACCESS YOUR COPY OF THIS MONTH’S ISSUE: Professional Paraplanner – September 2021


Inside this issue:

Rising profile

Sasha Wakefield, PFS Paraplanner Panel member, talks about the advancement of paraplanning within the industry and taking on her new role as paraplanning manager at the Paraplanning Hub

Suitability letters: An adviser’s view

Helena Wardle, partner & chartered financial planner at Smith & Wardle, gives an adviser’s view on suitability reports and how they can bring the focus on clients to life

R0 Focus

Bespoke Training Solutions’ Luiza Todd examines what can make the R01 Financial services, regulation and ethics unit a tricky one to tackle

Lifetime IHT Planning

The Brand Financial Training team examine IHT planning, in particular lifetime transfers of wealth and how the tax rules apply.

Pension planning

It is important that clients understand the importance of pensions and how they work, particularly in respect of death benefits. And paraplanners are crucial to the process.

Marketing – not a dirty word

Paraplanners are as involved in marketing their firm as their sales and the marketing teams, says Michelle Hoskin of Standards International


We talk to intelliflo’s Nick Eatock about the software company’s developments and their win at the Professional Paraplanner awards


Thematic investing

David Jane of Premier Miton Investors outlines how the team invests in longer-term themes that drive global economies and why they are investing in two themes that do not sit neatly within that strategy

European equities

Is now the time to invest in Europe? Darius McDermott, managing director, FundCalibre, looks at factors underpinning what may be a European recovery

UK Equities

What’s happening to UK plc? Here six managers from JO Hambro Capital Management provide their insight into the UK market – past, present and future

Sector considerations

This issue the Fund Calibre team consider the relative performance of China vs India

Professional Paraplanner