March 2018 Issue Out NOW!!
22 February 2018
Our Spring editions get under way with a Paraplanner Profile on Team Building.
In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his vision for the team
TDQ: Your route to Chartered
Catriona Standingford uses a case study to illustrate a potential route through, what can be, a complicated landscape
Paraplanners tell how they manage relationships with multiple advisers
Dan Atkinson looks at how we define clients’ relationship with money and just where it sits in their financial plans
Should structured products be considered mainstream investments? Ian Lowes thinks they have proved their worth
High yield bonds
We asked a perhaps not-so-simple question: What’s the outlook for bonds?
The Walking Dead
We’ve entered a new world where it’s will all about assessing risk and more focused investment strategies, says Rathbone’s David Coombs
TDQ: Test your Knowledge
We continue our training development and qualifications series with another 10 questions as part of your exam prep.
Defined benefit (DB) transfers remain topical and the Financial Conduct Authority (FCA) continue to find problems in this market....
A recent decision by the FOS to uphold a complaint against Intrinsic Financial Planning highlights several issues with how...
ATEB Consulting’s Steve Bailey looks at what is expected when the latest rules on pensions transfers come in on...