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