JULY/AUGUST 2020
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

YOUR JUNE 2020 MAGAZINE IS LIVE

27 May 2020

CLICK HERE TO ACCESS THE ISSUE

OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020

What you’ll find inside:

Paraplanner profile

Katherine Harvey, client services director, Russell Gibson had a novel means of winning her role at interview, particularly as it didn’t exist at the time, she tells Rob Kingsbury

Locked down

Dan Atkinson shares his thoughts on the unusual situation of starting a new job when the office is in lockdown.

Tackling R06

The 2019 pass rate for RO6 dropped by 10%. Catriona Standingford, MD of Brand Financial Training, looks at the October 2019 exam, what may have affected the pass rate and what future candidates need to consider

The Power of Process

Paraplanners are perfectly positioned to see where firms’ processes are working or not, which is why they should get involved in business improvement, says Michelle Hoskin, MD of Standards International

The Scheme Pension trap

Can scheme pension continue to have a place in financial planning? Stephen McPhillips, Technical Sales Director, Dentons Pension Management Limited, considers its use in financial planning

IHT planning

Exemption for BPR investments doesn’t apply until two years after the initial investment. What happens if the client is elderly or unwell?

THE INVESTMENT COMMITTEE

Dividends done?

Aberdeen Standard Investments’ Will James considers the impact of recent cancelled and delayed dividends and what this means for equity income investing

Under the microscope

Darius McDermott, managing director, FundCalibre looks at the Healthcare sector, which has a number of positive factors in its favour including a potential uplift in demand post the current crisis

Sustainable investing

Mike Appleby, Investment Manager, Liontrust Sustainable Investment team considers potential economic changes post Covid-19 and how they may affect sustainable investing. Could we see an economy that is cleaner, healthier, safer and more equitable?

Professional comment

Tom O’Hara of the PFS Paraplanners Practitioners Panel reflects on what has been achieved in the five years since the panel was started

 

Comments are closed.

Do NOT follow this link or you will be banned from the site!