24 August 2022

Welcome to the September 2022 issue of Professional Paraplanner, the magazine for paraplanners, financial technicians and administrators.

Click here to access your copy of the magazine.


Five attributes of a good paraplanner

What makes for a good paraplanner? Are they born to the role, or are they made? Andrew Masson, paraplanner at Acumen Financial Planning believes there are five attributes that are key for every good paraplanner

Personal development

Nothing good comes from comfort zones, say Sara Hickman and Rhi Baxter at the We Are BRAVE training consultancy

A look at the Trust Registration Service, what it is and how it works

IHT and gifting

The LIBF’s Richard Cooper looks at how paraplanners can help clients to reduce their IHT liability through gifting

RO Focus

BTS’s Alex Langhorn looks at some of the challenges faced by neurodivergent learners studying for regulated exams


Can VCTs continue to go from strength to strength in the year ahead? Triplepoint’s Jack Rose believes they can

SIPPs due diligence

Stephen McPhillips, technical sales director, Dentons Pension Management Limited, looks the practical implications for advice firms when a pension provider fails


This issue Brand Financial Training highlights key areas of learning around ESG


Market assessment

Inflation, GDP, and equity/bond correlation, there’s a lot to talk about, says Premier Miton Investors’ David Hambidge

Sector report

The long-term outlook for India remains promising, argues Darius McDermott, managing director, Fund Calibre

Professional Paraplanner