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.
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
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
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
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
ATEB Consulting’s Steve Bailey examines why and how Paraplanners should consider a workplace pension in a pension transfer recommendation. Firms involved with...
Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc, adding the cashflow planning capability to its suite...
The majority of paraplanners (58%) find suitability report writing software a useful tool but only if used in tandem...