If you are visually impaired or blind, you can visit the PDF version by Pressing CONTROL + ALT + 4
<br /> Business head<br /> Sarika Dhanjal, paraplanning<br /> team manager at Tenet talks<br /> about her role, how the<br /> team operates and its new<br /> outsourced service<br /> PAGE<br /> 8<br /> Death benefits<br /> Case study: Checking<br /> client nominations<br /> Making a difference<br /> Investment choices<br /> and client values<br /> How much are you doing?<br /> Roles and responsibilities<br /> The VCT Lifecycle<br /> When best to buy in<br /> PLUS<br /> TDQ:<br /> CII PENSIONS<br /> TRANSFERS<br /> PAPERS<br /> Themagazinefor<br /> paraplanners<br /> andfinancial<br /> technicians<br /> June 2018<br /> BAILLIE GIFFORD MANAGED FUND<br /> A PRACTICAL ONE-STOP<br /> SHOP AT A CONSPICUOUSLY<br /> LOW COST — THE ONGOING<br /> CHARGE IS JUST 0.43%*.<br /> THINK OF IT AS<br /> A ONE-STOP SHOP.<br /> For three decades the Baillie Gifford Managed Fund has offered investors a practical one-stop s<a title="Professional Paraplanner June 2018 page 1" href="http://viewer.zmags.com/publication/d141e62b?page=1"> Business head Sarika Dhanjal, paraplanning team m</a> <a title="Professional Paraplanner June 2018 page 2" href="http://viewer.zmags.com/publication/d141e62b?page=2"> BAILLIE GIFFORD MANAGED FUND A PRACTICAL ONE-STOP</a> <a title="Professional Paraplanner June 2018 page 3" href="http://viewer.zmags.com/publication/d141e62b?page=3"> </a> <a title="Professional Paraplanner June 2018 page 4" href="http://viewer.zmags.com/publication/d141e62b?page=4"> </a> <a title="Professional Paraplanner June 2018 page 5" href="http://viewer.zmags.com/publication/d141e62b?page=5"> </a> <a title="Professional Paraplanner June 2018 page 6" href="http://viewer.zmags.com/publication/d141e62b?page=6"> </a> <a title="Professional Paraplanner June 2018 page 7" href="http://viewer.zmags.com/publication/d141e62b?page=7"> For advisers only I want to offer my clients an</a> <a title="Professional Paraplanner June 2018 page 8" href="http://viewer.zmags.com/publication/d141e62b?page=8"> Paraplanner profile BUSINESS HEAD Sarika Dhanjal, </a> <a title="Professional Paraplanner June 2018 page 9" href="http://viewer.zmags.com/publication/d141e62b?page=9"> Follow us on Twitter @profparaplanner assessors</a> <a title="Professional Paraplanner June 2018 page 10" href="http://viewer.zmags.com/publication/d141e62b?page=10"> </a> <a title="Professional Paraplanner June 2018 page 11" href="http://viewer.zmags.com/publication/d141e62b?page=11"> </a> <a title="Professional Paraplanner June 2018 page 12" href="http://viewer.zmags.com/publication/d141e62b?page=12"> </a> <a title="Professional Paraplanner June 2018 page 13" href="http://viewer.zmags.com/publication/d141e62b?page=13"> INVESTING IN A CHANGING WORLD The Liontrust Susta</a> <a title="Professional Paraplanner June 2018 page 14" href="http://viewer.zmags.com/publication/d141e62b?page=14"> </a> <a title="Professional Paraplanner June 2018 page 15" href="http://viewer.zmags.com/publication/d141e62b?page=15"> E R C Rise to th challeng It’s all in the det</a> <a title="Professional Paraplanner June 2018 page 16" href="http://viewer.zmags.com/publication/d141e62b?page=16"> </a> <a title="Professional Paraplanner June 2018 page 17" href="http://viewer.zmags.com/publication/d141e62b?page=17"> </a> <a title="Professional Paraplanner June 2018 page 18" href="http://viewer.zmags.com/publication/d141e62b?page=18"> Pensions DEATH BENEFIT CASE STUDIES Fiona Tait, </a> <a title="Professional Paraplanner June 2018 page 19" href="http://viewer.zmags.com/publication/d141e62b?page=19"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner June 2018 page 20" href="http://viewer.zmags.com/publication/d141e62b?page=20"> Technology DYNAMIC DASHBOARDS Continuing our ser</a> <a title="Professional Paraplanner June 2018 page 21" href="http://viewer.zmags.com/publication/d141e62b?page=21"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner June 2018 page 22" href="http://viewer.zmags.com/publication/d141e62b?page=22"> </a> <a title="Professional Paraplanner June 2018 page 23" href="http://viewer.zmags.com/publication/d141e62b?page=23"> EVENTS 2018 Join 600 plus of your fellow paraplan</a> <a title="Professional Paraplanner June 2018 page 24" href="http://viewer.zmags.com/publication/d141e62b?page=24"> Investing STAND UP, MAKE A DIFFERENCE More peopl</a> <a title="Professional Paraplanner June 2018 page 25" href="http://viewer.zmags.com/publication/d141e62b?page=25"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner June 2018 page 26" href="http://viewer.zmags.com/publication/d141e62b?page=26"> Investment BRIC: INDIA When India underperforms,</a> <a title="Professional Paraplanner June 2018 page 27" href="http://viewer.zmags.com/publication/d141e62b?page=27"> Follow us on Twitter @profparaplanner BRIC COU</a> <a title="Professional Paraplanner June 2018 page 28" href="http://viewer.zmags.com/publication/d141e62b?page=28"> Investment GOVERNMENT BONDS David Thornton, seni</a> <a title="Professional Paraplanner June 2018 page 29" href="http://viewer.zmags.com/publication/d141e62b?page=29"> Follow us on Twitter @profparaplanner Conventio</a> <a title="Professional Paraplanner June 2018 page 30" href="http://viewer.zmags.com/publication/d141e62b?page=30"> Investment LIFECYCLE OF A VCT Paul Latham, manag</a> <a title="Professional Paraplanner June 2018 page 31" href="http://viewer.zmags.com/publication/d141e62b?page=31"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner June 2018 page 32" href="http://viewer.zmags.com/publication/d141e62b?page=32"> </a> <a title="Professional Paraplanner June 2018 page 33" href="http://viewer.zmags.com/publication/d141e62b?page=33"> CPD CONTINUING PROFESSIONAL DEVELOPMENT VERIFI</a> <a title="Professional Paraplanner June 2018 page 34" href="http://viewer.zmags.com/publication/d141e62b?page=34"> Data DATA DOWNLOAD Monthly facts and figures on i</a> <a title="Professional Paraplanner June 2018 page 35" href="http://viewer.zmags.com/publication/d141e62b?page=35"> Follow us on Twitter @profparaplanner Data p</a> <a title="Professional Paraplanner June 2018 page 36" href="http://viewer.zmags.com/publication/d141e62b?page=36"> FOR PROFESSIONAL ADVISERS ONLY Hundreds and</a>