YOUR JUNE 2020 MAGAZINE IS LIVE
27 May 2020
OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020
What you’ll find inside:
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
Dan Atkinson shares his thoughts on the unusual situation of starting a new job when the office is in lockdown.
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
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
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
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?
Tom O’Hara of the PFS Paraplanners Practitioners Panel reflects on what has been achieved in the five years since the panel was started
ATEB Consulting’s Steve Bailey looks at how the FCA’s view of suitability and what that means in practice for...
The Supreme Court has ruled that a pension transfer made in ill health should not be subject to inheritance...
Lee Old, director, Antony George Recruitment, provides some tips for tackling your annual review meeting. The answer to this question...