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The February 2015 issue of Professional Paraplanner is now ready for you.
What we cover this edition
This issue we look at some of the challenges thrown up by the new PENSION FREEDOMS. What once may have seemed simple may no longer be that way. We have dedicated articles from Partnership on the longevity from a financial planning perspective and analysis from Standard Life Investments, pithily entitled ‘Pound cost ravaging’, on the affect of decumulation issues on accumulation investment strategies.
In the PARAPLANNER PROFILE we talk to Alex Lannin, technical services manager for Francis Clark Financial Planning, who started at the firm as a trainee paraplanner and now is part of the management team.
PARAPLANNER POINTERS provides a valuable means to speed up your report writing when using Microsoft Word. Our thanks to Matthew Clegg of Crown Wealth Management for this top tip.
VIEWPOINT this issue tackles the age-old question: How can we ensure a good working relationship with our adviser(s)? We asked a senior paraplanner from a smaller financial planning practice and the head of paraplanning in a growing IFA firm for their views.
NEXT ISSUE we’ll be revealing the results of our annual PARAPLANNING SURVEY – you won’t want to miss that.
SAVE THE DATE – neither will you want to miss our forthcoming Paraplanners seminar. The date is booked – 9 JUNE 2015 – so put it in your diary. We’ll be announcing further details in due course.