Welcome to the June 2022 issue of Professional Paraplanner, the magazine for paraplanners, financial technicians and administrators.
Click here to access your copy of the magazine: Professional Paraplanner June 2022
ESG approach
Regulation requiring advice firms to have a discussion with clients around sustainable investing and ESG ‘is coming’, Rebecca Kowalski, owner of independent consultancy Overstory Finance, tells Rob Kingsbury.
Dan Atkinson
What makes for a good benchmark? There are plenty of options out there, but how do you choose the right ones against which to measure your clients’ portfolios?
RO Focus
Luiza Todd, director of Bespoke Training Solutions, walks through an R04 exam style question
Annuities – dead or not?
‘Annuities are dead! Long live annuities!’ says Richard Cooper, Business Development Manager at The London Institute of Banking & Finance
Exchange Rates
The Brand Financial Training team explain how exchange rates work and how strengthening and weakening currencies affect exports and imports into an economy.
SPECIAL: GUIDE TO VCTS
VCTs: How do you use them?
Fiona Bond spoke to paraplanners about how they utilise Venture Capital Trusts (VCTs) when constructing financial plans for clients, looking in particular their research processes and what characteristics they expect of a VCT before they will recommend it to clients.
A venture strategy worth backing
The UK providers fertile ground for innovative companies but selecting the right ones to invest in is absolutely key. How then, does a choose which to invest in? There is one factor that is fundamental, Billy Brown, Strategic Relationship Director, Triple Point explains
Adapting to a shifting market
The VCT market is attracting record inflows but the market is changing. Triple Point’s Billy Brown looks at what paraplanners need to know about the market now
THE INVESTMENT COMMITTEE
Reverting to growth
David Jane of the Premier Miton Macro Thematic Multi Asset team, considers whether now is the time to pivot back to growth stocks
Equity Income
Darius McDermott, managing director, FundCalibre asks: Could “old fashioned” UK equity income be back in vogue?
