24 February 2021

Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection and paraplanner community news and analysis, and to keep up with the latest in our series of Technical Insight and Investment Committee Webinars, SIGN UP HERE. We issue one email a day, at 8am.

DOWNLOAD THE MARCH 2021 ISSUE HERE: Professional Paraplanner March 2021

In this issue:

SPECIAL REPORT: EIS: An 8-page special on Enterprise Investment Schemes, why, where and how paraplanners use Enterprise Investment Schemes with their clients, the motivation for investors to put their money into EIS, given they are high risk investments, and a 3-page guide to help paraplanners research Enterprise Investment Schemes and recommend them to the right clients


Reece Edwards, Technical and Research Manager at Hampshire Hill, tells Rob Kingsbury about the succession plans that will see him and a colleague take the helm at the firm.

Exam study: Mortgages

This issue the Brand Financial Training team examine mortgages and what paraplanners need to know for a range of exams.

Creating excellence
How might you achieve excellence in everything you do? And continue to do so? Michelle Hoskin explains The 4E’s of Excellence™

My Responsible investment journey

Rebecca Kowalski describes how she came to be passionate about responsible investing and helped develop her firm’s RI proposition

Digital identity

What is Electronic Verification and why is it important?

5 minutes with…

Barry Foster talks about joining Curtis Banks at the end of 2020 and how he will be delivering technical information for paraplanners and advisers


Currency twist?

Will the dollar fall from its perch? Edward Smith, head of Asset Allocation Research, Rathbones, takes a view and outlines what it may mean for global investors

Market valuations

Should we be worried about market valuations – or is that the wrong question entirely? asks Fund Calibre’s Darius McDermott

Fixed income

Could 2021 be fixed Income’s most challenging year yet? There’s the possibility of pain ahead but Central Bank policy could alter the market equilibrium, says Aberdeen Standard Investments’ James Athey

Professional Paraplanner