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<br /> Business building<br /> Para-Sols MD Cathi Harrison on<br /> growing her outsourced paraplanning<br /> business and her new compliance<br /> company Apricity<br /> PAGE<br /> 9<br /> Parameters survey<br /> Where you say DB Pension<br /> Transfers go wrong<br /> Tilting portfolios<br /> Cyclicals or defensives?<br /> Don’t get caught out<br /> Due diligence<br /> Company-level<br /> assessment of DFMs<br /> Retirement planning<br /> Using the right investments<br /> and tax wrappers<br /> PLUS<br /> TOP TIPS<br /> FROM THE<br /> POWWOW<br /> 2017<br /> Themagazinefor<br /> paraplanners<br /> andfinancial<br /> technicians<br /> October2017<br /> Please be aware that the value of investments may go down as well as up and capital is at risk.<br /> Issued in September 2017 by Schroder Unit Trusts Limited, 31 Gresham Street, London EC2V 7QA. Registered No: 4191730<br /> England. Authorised and regulated by the Financial Conduct Authority UK10893, SC<a title="Professional Paraplanner October 2017 page 1" href="http://viewer.zmags.com/publication/673a8a69?page=1"> Business building Para-Sols MD Cathi Harrison on </a> <a title="Professional Paraplanner October 2017 page 2" href="http://viewer.zmags.com/publication/673a8a69?page=2"> Please be aware that the value of investments may</a> <a title="Professional Paraplanner October 2017 page 3" href="http://viewer.zmags.com/publication/673a8a69?page=3"> Built to last We focus on what matters to you, co</a> <a title="Professional Paraplanner October 2017 page 4" href="http://viewer.zmags.com/publication/673a8a69?page=4"> </a> <a title="Professional Paraplanner October 2017 page 5" href="http://viewer.zmags.com/publication/673a8a69?page=5"> </a> <a title="Professional Paraplanner October 2017 page 6" href="http://viewer.zmags.com/publication/673a8a69?page=6"> </a> <a title="Professional Paraplanner October 2017 page 7" href="http://viewer.zmags.com/publication/673a8a69?page=7"> </a> <a title="Professional Paraplanner October 2017 page 8" href="http://viewer.zmags.com/publication/673a8a69?page=8"> Comment VIEWPOINT Every issue we seek out view</a> <a title="Professional Paraplanner October 2017 page 9" href="http://viewer.zmags.com/publication/673a8a69?page=9"> </a> <a title="Professional Paraplanner October 2017 page 10" href="http://viewer.zmags.com/publication/673a8a69?page=10"> Paraplanner profile New compliance business F</a> <a title="Professional Paraplanner October 2017 page 11" href="http://viewer.zmags.com/publication/673a8a69?page=11"> Follow us on Twitter @profparaplanner in its de</a> <a title="Professional Paraplanner October 2017 page 12" href="http://viewer.zmags.com/publication/673a8a69?page=12"> </a> <a title="Professional Paraplanner October 2017 page 13" href="http://viewer.zmags.com/publication/673a8a69?page=13"> www.professionalparaplanner.co..uk LO</a> <a title="Professional Paraplanner October 2017 page 14" href="http://viewer.zmags.com/publication/673a8a69?page=14"> PRIDE IN OUR SUSTAINABLE FUTURE Our 14-strong S</a> <a title="Professional Paraplanner October 2017 page 15" href="http://viewer.zmags.com/publication/673a8a69?page=15"> Survey PARA-METERS Our monthly paraplanner survey</a> <a title="Professional Paraplanner October 2017 page 16" href="http://viewer.zmags.com/publication/673a8a69?page=16"> Survey One of the first areas highlighted </a> <a title="Professional Paraplanner October 2017 page 17" href="http://viewer.zmags.com/publication/673a8a69?page=17"> </a> <a title="Professional Paraplanner October 2017 page 18" href="http://viewer.zmags.com/publication/673a8a69?page=18"> Event While paraplanners are used to reading te</a> <a title="Professional Paraplanner October 2017 page 19" href="http://viewer.zmags.com/publication/673a8a69?page=19"> Follow us on Twitter @profparaplanner further, </a> <a title="Professional Paraplanner October 2017 page 20" href="http://viewer.zmags.com/publication/673a8a69?page=20"> Investing MEASURING SUCCESS EQ Investor’s Dan Atk</a> <a title="Professional Paraplanner October 2017 page 21" href="http://viewer.zmags.com/publication/673a8a69?page=21"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner October 2017 page 22" href="http://viewer.zmags.com/publication/673a8a69?page=22"> Retirement RETIREMENT PLANNING Barry Foster, tech</a> <a title="Professional Paraplanner October 2017 page 23" href="http://viewer.zmags.com/publication/673a8a69?page=23"> Relatively few people can find a £32,000 (net) pe</a> <a title="Professional Paraplanner October 2017 page 24" href="http://viewer.zmags.com/publication/673a8a69?page=24"> Investment INVESTMENT COMMITTEE Sheldon MacDonald</a> <a title="Professional Paraplanner October 2017 page 25" href="http://viewer.zmags.com/publication/673a8a69?page=25"> it’s likely your committee will focus more on gov</a> <a title="Professional Paraplanner October 2017 page 26" href="http://viewer.zmags.com/publication/673a8a69?page=26"> Investment TILTING PORTFOLIOS Cyclicals or defens</a> <a title="Professional Paraplanner October 2017 page 27" href="http://viewer.zmags.com/publication/673a8a69?page=27"> Follow us on Twitter @profparaplanner looks rel</a> <a title="Professional Paraplanner October 2017 page 28" href="http://viewer.zmags.com/publication/673a8a69?page=28"> Due diligence DUE DILIGENCE Matt Ward, Communicat</a> <a title="Professional Paraplanner October 2017 page 29" href="http://viewer.zmags.com/publication/673a8a69?page=29"> will be entrusted to by considering the following</a> <a title="Professional Paraplanner October 2017 page 30" href="http://viewer.zmags.com/publication/673a8a69?page=30"> Regulation STRUCTURED PRODUCTS In the first of tw</a> <a title="Professional Paraplanner October 2017 page 31" href="http://viewer.zmags.com/publication/673a8a69?page=31"> they mostly hit the target. 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