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OR AS A PDF HERE: Professional Paraplanner April 2020
What you’ll find inside this issue:
Paraplanner profile
Rob Kingsbury spoke to Kimberley Tyson senior paraplanner at Telford Mann in Kettering, who recently received an award for her exam achievements, reflecting a career progression that started when she joined the firm five years ago
Advice during a pandemic
Dan Atkinson considers the effects of situations like the Corona virus pandemic and what can be learned from it in terms of relationship with clients.
Career progression
When you’ve reached the top of your game what do you do next? A look at the options and the challenges many people face and key questions to be asking others and yourself in this situation
Viewpoint
A recruiter’s experience on why paraplanners leave their jobs. It’s an important point and firms need to take action on it
TECHNICAL & PRACTICAL
This issue’s TDQ feature looks at pension input periods, including a useful example calculation
Access to insurance
Signposting for vulnerable customers means going beyond TEXAS, says Johnny Timpson, Technical and Industry Affairs manager, Scottish Widows
PROFESSIONAL COMMENT
Life expectancy is not the same as the likely age at death. Jackie Lockie, head of Financial Planning, CISI, looks at why and what impact it has on financial plans
Exam study tips
PFS Paraplanner Practitioner Panel member Alan Gow, provides some tips and useful practices that have worked for him in his recent studies
THE INVESTMENT COMMITTEE
Pitfalls of fund picking
Asked to pick funds for a client, Rebecca Kowalski, paraplanner and compliance officer at Cornerstone Asset Management, came to realise that outsourcing has distinct advantages for her firm.
Passive vs active
David Coombs, multi-asset manager at Rathbones, considers the downward pressure on portfolio cost and whether, when it comes to passives, the ultimate price we pay could be far higher than first anticipated
VCT clients
There are three client types that could benefit from a VCT, suggest Octopus Investments’ Paul Latham
Tech apples and pears
You can’t compare today’s technology sector growth to the ‘90s bubble, says Darius McDermott, managing director, FundCalibre
Impact leaders
European companies feature high in the ranks of sustainability listings. Sarah Norris, European Investment director at Aberdeen Standard Investments, looks at companies with business strategies that take them beyond economic profit
