29 August 2018
In your September issue of Professional Paraplanner
Editor Rob Kingsbury spoke to the paraplanning team at Chadney Bulgin, about how they operate both a dedicated and a pooled unit within the business
Jenny Madhoo, paraplanner at A2+B Wealth, suggests points paraplanners should consider when moving to a new company
Becoming a paraplanner
Damian Corley tells how becoming a paraplanner is the biggest risk he has taken professionally
Technical: Carry Forward
Fiona Tait, technical director, Intelligent Pensions, looks at three different factors to consider when using carry forward for a client’s pension payments
Training Development and Qualifications
Alongside our Test Your Knowledge exam refresher, Catriona Standingford of Brand Financial Training looks at the Securities Advice and Dealing exam and what it offers paraplanners
Technical: Planning for school fees
Canada Life’s Kim Jarvis presents a case study on how to use onshore bonds to pay the next generation’s school fees
At our Bristol Technical Insight Seminar, Rebecca Tuck, paraplanner with Magenta Financial Planning, presented on suitability reports, sharing some...
Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...
Steve Bailey, director at compliance consultancy ATEB, provides guidance on how to deal with the new requirements for reporting aggregated costs and charges...