Profile: We talk to Rob Ellis, who heads up the implementation team at Equilibrium Asset Management, tasked solely with onboarding new clients
Viewpoint: Last issue’s viewpoint on whether paraplanners participating in client meetings should be CF30 authorised brought in some interesting feedback – so we went out to you with a survey.
The risk triangle: Dan Atkinson outlines how his team looks to balance clients’ three core risk elements
Working culture: Consultant Sally-Anne Rogers talks to three senior paraplanners and the most recent recruit at Greystone Financial Services about their roles and the ethos of the company
Powwow Down South: We report from the most recent Powwow, where topics discussed included getting new people into the profession, report writing and illustrations, and getting clients to read suitability reports
Pensions Technical: Examining how the new money purchase annual allowance, carry forward and pension input periods operate
Due diligence: Some top tips when carrying out due diligence on SIPP providers
SIPPs: Ways to increase tax and investment flexibility by holding property in SIPPs
Comment: To attract new talent into the industry we must be able to define what a paraplanner is, says the IFP’s Sam Rees-Adams