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<br /> Starting from scratch<br /> Rebecca Tuck moved from a large<br /> financial company to a new launch,<br /> five-person financial planning firm.<br /> She tells us about the transition,<br /> challenges and rewards<br /> PAGE<br /> 8<br /> Running a<br /> paraplanning team<br /> Three team leaders talk<br /> set up and processes<br /> Mistakes in<br /> transfers advice<br /> Common issues<br /> found when checking<br /> pensions transfers<br /> SIPP/SSAS case study<br /> Exiting commercial property<br /> can be harder than buying in<br /> Suitability reports<br /> Top tips on getting them right<br /> PLUS<br /> PARAMETERS<br /> WILLPENSIONS<br /> DASHBOARDMAKE<br /> YOURJOBEASIER?<br /> Themagazinefor<br /> paraplanners<br /> andfinancial<br /> technicians<br /> May2017<br /> Invesco Perpetual<br /> Global Targeted Income Fund<br /> It’s your life’s work, so why not<br /> invest your capital in an income<br /> fund designed to preserve it?<br /> <a title="Professional Paraplanner May 2017 page 1" href="http://viewer.zmags.com/publication/742228e2?page=1"> Starting from scratch Rebecca Tuck moved from a l</a> <a title="Professional Paraplanner May 2017 page 2" href="http://viewer.zmags.com/publication/742228e2?page=2"> Invesco Perpetual Global Targeted Income Fund I</a> <a title="Professional Paraplanner May 2017 page 3" href="http://viewer.zmags.com/publication/742228e2?page=3"> </a> <a title="Professional Paraplanner May 2017 page 4" href="http://viewer.zmags.com/publication/742228e2?page=4"> </a> <a title="Professional Paraplanner May 2017 page 5" href="http://viewer.zmags.com/publication/742228e2?page=5"> Events BIRMINGHAM HERE WE COME! Now in their t</a> <a title="Professional Paraplanner May 2017 page 6" href="http://viewer.zmags.com/publication/742228e2?page=6"> Comment VIEWPOINT In this issue we respond to </a> <a title="Professional Paraplanner May 2017 page 7" href="http://viewer.zmags.com/publication/742228e2?page=7"> Follow us on Twitter @profparaplanner when you </a> <a title="Professional Paraplanner May 2017 page 8" href="http://viewer.zmags.com/publication/742228e2?page=8"> Paraplanner profile STARTING FROM SCRATCH Rebecca </a> <a title="Professional Paraplanner May 2017 page 9" href="http://viewer.zmags.com/publication/742228e2?page=9"> Follow us on Twitter @profparaplanner “Being at</a> <a title="Professional Paraplanner May 2017 page 10" href="http://viewer.zmags.com/publication/742228e2?page=10"> Paraplanner profile One of the hardest ele</a> <a title="Professional Paraplanner May 2017 page 11" href="http://viewer.zmags.com/publication/742228e2?page=11"> Follow us on Twitter @profparaplanner Whi</a> <a title="Professional Paraplanner May 2017 page 12" href="http://viewer.zmags.com/publication/742228e2?page=12"> Survey PARA-METERS Our monthly paraplanner survey</a> <a title="Professional Paraplanner May 2017 page 13" href="http://viewer.zmags.com/publication/742228e2?page=13"> HEAD EAST FOR INCOME AND GROWTH Yield: 4.7%**</a> <a title="Professional Paraplanner May 2017 page 14" href="http://viewer.zmags.com/publication/742228e2?page=14"> Top tips PARAPLANNER POINTERS INASSOCIATION</a> <a title="Professional Paraplanner May 2017 page 15" href="http://viewer.zmags.com/publication/742228e2?page=15"> The Paraplanner Conference 2017 Tuesday 13 June &</a> <a title="Professional Paraplanner May 2017 page 16" href="http://viewer.zmags.com/publication/742228e2?page=16"> Teamwork PARAPLANNING TEAMWORK Editor Rob Kingsb</a> <a title="Professional Paraplanner May 2017 page 17" href="http://viewer.zmags.com/publication/742228e2?page=17"> Follow us on Twitter @profparaplanner with lots</a> <a title="Professional Paraplanner May 2017 page 18" href="http://viewer.zmags.com/publication/742228e2?page=18"> Suitability REPORT WRITING Andrew Denham-Davis of</a> <a title="Professional Paraplanner May 2017 page 19" href="http://viewer.zmags.com/publication/742228e2?page=19"> Follow us on Twitter @profparaplanner Often rep</a> <a title="Professional Paraplanner May 2017 page 20" href="http://viewer.zmags.com/publication/742228e2?page=20"> Compliance WHAT GOES WRONG WITH TRANSFER ADVICE?</a> <a title="Professional Paraplanner May 2017 page 21" href="http://viewer.zmags.com/publication/742228e2?page=21"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner May 2017 page 22" href="http://viewer.zmags.com/publication/742228e2?page=22"> Pensions SIPP CASE STUDY Elaine Turtle, director</a> <a title="Professional Paraplanner May 2017 page 23" href="http://viewer.zmags.com/publication/742228e2?page=23"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner May 2017 page 24" href="http://viewer.zmags.com/publication/742228e2?page=24"> Pensions GETTING OUT Gayle Murray, SSAS & SIPP t</a> <a title="Professional Paraplanner May 2017 page 25" href="http://viewer.zmags.com/publication/742228e2?page=25"> Follow us on Twitter @profparaplanner 4. John &</a> <a title="Professional Paraplanner May 2017 page 26" href="http://viewer.zmags.com/publication/742228e2?page=26"> Markets ALTERNATIVE REALITY We are no longer liv</a> <a title="Professional Paraplanner May 2017 page 27" href="http://viewer.zmags.com/publication/742228e2?page=27"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner May 2017 page 28" href="http://viewer.zmags.com/publication/742228e2?page=28"> </a> <a title="Professional Paraplanner May 2017 page 29" href="http://viewer.zmags.com/publication/742228e2?page=29"> CPD CONTINUING PROFESSIONAL DEVELOPMENT VERIFI</a> <a title="Professional Paraplanner May 2017 page 30" href="http://viewer.zmags.com/publication/742228e2?page=30"> Data DATA DOWNLOAD Monthly facts and figures on i</a> <a title="Professional Paraplanner May 2017 page 31" href="http://viewer.zmags.com/publication/742228e2?page=31"> Follow us on Twitter @profparaplanner Data</a> <a title="Professional Paraplanner May 2017 page 32" href="http://viewer.zmags.com/publication/742228e2?page=32"> </a>