Your JULY/AUGUST 2021 issue is live

30 June 2021

The JULY/AUGUST 2021 issue of Professional Paraplanner magazine is now live.

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CLICK HERE TO ACCESS YOUR COPY OF THIS MONTH’S ISSUE: Professional Paraplanner July-August 2021

Included inside:

Cover story: Paraplanning in a Pandemic

Highlights from Professional Paraplanner’s biennial in-depth survey into the paraplanning market

Care funding

The ongoing wait for Government-funded social care means clients need a solid financial planning strategy in the meantime

Exam study

This issue the Brand Financial Training team turn their attention to the intestacy rules in the UK


Where advice firms can be seen to make a difference is ensuring clients are planning properly for their retirement, says Tyla Phillips of AHR Private Wealth

R0 exam focus

Bespoke Training Solutions’ Luiza Todd tackles another aspect of taking the R0 exams


In order to thrive, we need to really understand who we are and what we want, says Michelle Hoskin

Using technology to better onboard clients

Enabling technology can deliver giant leaps for the advice market, not least when onboarding clients, says Ross Laurie, CEO Visible Capital


Origo CEO Anthony Rafferty says current processing by many product providers and platforms of simple items of administration are costing advice firms more than money

Comment: CISI’s Sally Plant asks: Could a positive result of the pandemic be more women at Board level not just in financial services but in firms across the country?


Tracking alpha

With lower UK equity returns predicted in 2021, finding alpha will be more important for investors. But where should they look for it?

Offices fit for the future

What does the property investment market look like if, as seems likely, home working reduces the need for office space?


Are Chinese company valuations too attractive to ignore? asks Darius McDermott, managing director, Fund Calibre

Professional Paraplanner