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November 2017 Issue Out Now!

26 October 2017

In this issue of Professional Paraplanner click here to read.

A paraplanner abroad

Rob Kingsbury talks to Keith Boyes, paraplanner with St James’s Place, who moved from Edinburgh to Hong Kong, discussing why he decided to make the move, the differences in paraplanning in Asia and the ex-pat lifestyle. You’ll be packing your bags before you’ve read the end of the article.

Viewpoint

Jo Hague talks about Professional Development and the resources available through the CISI

The dreaded question

Kim Bendall, director of The Paraplanners, says there is one question she dreads being asked but reflecting on it reveals the changing face of paraplanning

Retirement income

Ways to maximise tax-free savings allowances in retirement using a mixed wrapper tax strategy

FCA annuity comparator

While laudable, the FCA’s annuity comparator tool will mean a significant change to the annuity buying process and has obvious flaws

Due diligence

Digging deeper into the process for getting the right insight into DFMs

Disruptor or disrupted?

Darius McDermott, managing director of Chelsea Financial services, looks at how investors can best identify with the winners in a constantly evolving market

AND

Jacqueline Lockie, deputy head of Financial Planning, CISI discovers a behavioural science link between the BBC’s Strictly Come Dancing and the role of paraplanners

Happy reading.

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