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27 August 2020
DOWNLOAD your copy of the September 2020 issue of Professional Paraplanner HERE: Professional Paraplanner September 2020
In the issue you’ll find the following:
For this issue’s profile, we break from our normal paraplanner interviewee, talking instead to Jackie Boylan, Head of FundsNetwork, about the milestone, her career, diversity in financial services, and developments with the platform
We have 5 minutes with… Steve Bailey, director, ATEB Consulting, talking about the compliance consultancy, good compliance practice, tips for FCA visits and the firm’s work for the FCA on Section 166 reviews
Viewpoint is from Micheala Hawkins, administrator with outsourced paraplanning firm Navigatus, who talks about failing a number of exams before she adapted her studying process and broke through the barriers that had been holding her back from achieving her potential
Technical articles include:
Pension death benefits: Looking at reasons why an individual might look beyond their spouse in respect of the beneficiaries of their pension
SSAS: A case study covering how a business owner used good financial advice and planning to help expand his family business
Pensions tax: Examining new rules in respect of Tapered Annual Allowance and Carry Forward that came into effect in April 2020
And for our TDQ: Development article this issue, the Brand Financial Training team compare the options and benefits between setting up a business as a sole trader or as a limited company
We have Industry comment from Matt Lonsdale, relationship manager at BNY Mellon’s Pershing EMEA, discussing the future of financial planning
Michelle Hoskin, MD of Standards International poses questions paraplanners should be asking of themselves at this crucial time for many businesses
And Caroline Stuart, director of Sparrow Paraplanning and PFS Board member, considers whether the Coronavirus crisis could actually turn out to be good for financial planning firms
The Investment committee
Premier-Miton’s Simon Evan-Cook observes that many fund managers say they dabbled with stocks when young, buying companies with products they knew but most also admit they got their fingers burned
Darius McDermott, managing director, FundCalibre, looks at income investing and whether dividend cuts could be a good thing for the market
While Rathbone’s David Coombs believes commercial property investment as we know it is about to change – possibly significantly
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...