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24 March 2021

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ACCESS THE APRIL 2021 ISSUE HERE: Professional Paraplanner April 2021 issue

Profile

Sally Plant, head of Financial Planning, CISI, talks to Rob Kingsbury about her remit, her ‘wish list’ and why she thinks financial planning is about to see a period of organic growth.

My money story

Dan Atkinson, head of Technical at Paradigm Norton Financial Planning, explores how our personal experience of money shapes our relationship with it

Pensions

Dentons’ Stephen McPhillips explains the process of in-specie transfer of assets between SIPPs

Exam study

This issue Brand Financial Training team focus on the State Pension – old and new

Are digital exams here to stay?

Has the CV-19 pandemic changed the way we approach regulated exams forever?

Viewpoint

Bradley Goodman says there were three elements that helped him succeed in the pre-graduate placement he won during the pandemic at Cathedral Financial Management

Wellbeing

Do you work for a ‘happy’ business! If not, is there something you could do about that? asks Michelle Hoskin, MD of Standards International

THE INVESTMENT COMMITTEE

Value

Andrew Millington, head of UK equities, Aberdeen Standard Investments asks whether it is time to increase exposure to domestic equities

ESG

How can paraplanners help clients navigate an ESG ETF market proliferating with investment terms? Premier Miton Investors’ Wayne Nutland provides insight into this maze-like market

India

There are plenty of opportunities to be had, especially for the investor with a longer time horizon, says FundCalibre’s Darius McDermott

SRI

By expanding their knowledge of Socially Responsible Investing, paraplanners and advisers are helping clients to put their money where their values are

Sector

This issue: Latin American equities

Professional Paraplanner