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Your September 2020 issue is ready to download

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

Professional Paraplanner