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Best regards
Zmags
ector
st
Seeing the
bigger picture
Leading a team of some 20
paraplanners based around
the country presents a range of
challenges for Mandy Kemp, dir
Paraplanning at Tilney Bestinve
Outsourcing Workshop
Top tips on starting your own
paraplanning business
Powwow in the Middle
What’s the best Fact Find
you’ve ever seen?
Suitability reports
Coverage of the recent live
industry/regulator debate
Income protection
Case studies put
this insurance
into context
PLUS
POINTERS:
KANBAN
REVOLUTIONISED
OUR FIRM
PAGE
9
Themagazinefor
paraplanners
andfinancial
technicians
April2015
We are the platform ready
for the pension reforms
With the pension reforms coming into effect in April
it's good to know we have everything in plac
ector st Seeing the bigger picture Leading a tea
We are the platform ready for the pension reforms
Performance that passes the test of time Invesco
Comment VIEWPOINT Every issue we seek out view
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Paraplanner profile role, as director of parapla
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Top tips PARAPLANNER POINTERS INASSOCIATI
HERE TO HELP PROTECT YOUR CLIENTS
BAILLIE GIFFORD MANAGED FUND
Networking POWWOW IN THE MIDDLE Editor Rob Kin
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Industry EVOLUTION OF THE POWWOWS Claire Goodw
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Workshop HOW TO BE YOUR OWN BOSS In a two-part
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Retirement TOPSY-TURVY RETIREMENT WORLD In the
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Investment DOES THE 21ST CENTURY BELONG TO INDIA?
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Investment ADVANTAGES OF OFFSHORE BONDS For th
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Insurance THE NEED FOR CONTEXT Negative insura
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Suitability reports WHAT'S SUITABLE AND WHAT'S
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CPD CONTINUING PROFESSIONAL DEVELOPMENT VERIFI
Data DATA DOWNLOAD Monthly facts and figures on i
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