April 2019
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September Issue

29 August 2018

In your September issue of Professional Paraplanner

Paraplanner profile
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

Changing jobs
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

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