To keep up with all the latest market insights and company news please follow us on twitter @RiFSocial and connect with us on Linkedin.
Have you ever thought about starting your own outsourced paraplanning business? We report from the Outsourced Paraplanning Workshop on how to be your own boss and what it’s really like to run your own firm.
Professional Paraplanner is a keen supporter of the Paraplanner Powwows and we report from the Powwow in the Middle, where topics of discussion included issues like getting decent Fact Finds from advisers and what a good review process looks like. Also, Claire Goodwin writes on the evolution of the Powwows into a co-operative in which all paraplanners can become involved.
In this issue’s profile Mandy Kemp, director of paraplanning at Tilney Bestinvest, talks about the challenges presented by managing a team of 20 paraplanners dotted around the country and how she looks to instill best practice in the team.
Cathi Harrison, recently elected board member of the Personal Finance Society, writes for us on what the trade body is looking to deliver for paraplanners over the next year and how the recently formed Paraplanner Practitioner panel fits in.
While Sam Rees-Adams from the IFP writes on how to deal with conflicts of opinion with your adviser/planner.
We report also on the discussion panel on suitability reports that took place earlier in the month at the Distribution technology annual conference, when Rory Percival of the FCA told the audience ‘watch this space’ on further guidance on suitability reports from the regulator.
All this and a range of great articles on multi-asset in retirement, prospects for India, benefits of using offshore bonds, and some harrowing stories around income protection and why it should form part of the financial planning conversation.