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<br /> ch<br /> on<br /> nts<br /> PAGE<br /> 8<br /> Focused approa<br /> Rob Ellis heads the Implementati<br /> Team at Equilibrium Asset<br /> Management, tasked solely with<br /> successfully onboarding new clie<br /> MPAA and PIPs<br /> Tax efficient use of MPAA,<br /> carry forward and PIPs<br /> Property in SIPPS<br /> Syndicates, PCLS and side trust<br /> The risk triangle<br /> Balancing the client’s<br /> three core risk elements<br /> Under the bonnet<br /> Top tips when carrying out<br /> due diligence on SIPP providers<br /> PLUS<br /> LAUNCH OF THE<br /> PROFESSIONAL<br /> PARAPLANNER<br /> WEBSITE<br /> s<br /> Themagazinefor<br /> paraplanners<br /> andfinancial<br /> technicians<br /> September2015<br /> <br /> Follow us on Twitter<br /> Editorial @profparaplanner<br /> WILL IT BE R<a title="Professional Paraplanner September 2015 page 1" href="http://viewer.zmags.com/publication/f5f5f0fc?page=1"> ch on nts PAGE 8 Focused approa Rob Ellis hea</a> <a title="Professional Paraplanner September 2015 page 2" href="http://viewer.zmags.com/publication/f5f5f0fc?page=2"> </a> <a title="Professional Paraplanner September 2015 page 3" href="http://viewer.zmags.com/publication/f5f5f0fc?page=3"> </a> <a title="Professional Paraplanner September 2015 page 4" href="http://viewer.zmags.com/publication/f5f5f0fc?page=4"> “For me it is important to be a part of an org</a> <a title="Professional Paraplanner September 2015 page 5" href="http://viewer.zmags.com/publication/f5f5f0fc?page=5"> </a> <a title="Professional Paraplanner September 2015 page 6" href="http://viewer.zmags.com/publication/f5f5f0fc?page=6"> Comment VIEWPOINT Every issue we seek out view</a> <a title="Professional Paraplanner September 2015 page 7" href="http://viewer.zmags.com/publication/f5f5f0fc?page=7"> Follow us on Twitter @profparaplanner issue or </a> <a title="Professional Paraplanner September 2015 page 8" href="http://viewer.zmags.com/publication/f5f5f0fc?page=8"> Paraplanner profile FOCUSED APPROACH Rob Ellis hea</a> <a title="Professional Paraplanner September 2015 page 9" href="http://viewer.zmags.com/publication/f5f5f0fc?page=9"> Follow us on Twitter @profparaplanner “When you</a> <a title="Professional Paraplanner September 2015 page 10" href="http://viewer.zmags.com/publication/f5f5f0fc?page=10"> </a> <a title="Professional Paraplanner September 2015 page 11" href="http://viewer.zmags.com/publication/f5f5f0fc?page=11"> </a> <a title="Professional Paraplanner September 2015 page 12" href="http://viewer.zmags.com/publication/f5f5f0fc?page=12"> Top tips PARAPLANNER POINTERS INASSOCIATI</a> <a title="Professional Paraplanner September 2015 page 13" href="http://viewer.zmags.com/publication/f5f5f0fc?page=13"> </a> <a title="Professional Paraplanner September 2015 page 14" href="http://viewer.zmags.com/publication/f5f5f0fc?page=14"> Risk THE RISK TRIANGLE Dan Atkinson, senior te</a> <a title="Professional Paraplanner September 2015 page 15" href="http://viewer.zmags.com/publication/f5f5f0fc?page=15"> Follow us on Twitter @profparaplanner value of </a> <a title="Professional Paraplanner September 2015 page 16" href="http://viewer.zmags.com/publication/f5f5f0fc?page=16"> Survey PARA-METERS Our monthly paraplanner survey</a> <a title="Professional Paraplanner September 2015 page 17" href="http://viewer.zmags.com/publication/f5f5f0fc?page=17"> DO YOU FEEL YOUR PROFESSIONAL /TRADE BODY DOES A </a> <a title="Professional Paraplanner September 2015 page 18" href="http://viewer.zmags.com/publication/f5f5f0fc?page=18"> Company Profile WORKING CULTURE Sally-Anne Roge</a> <a title="Professional Paraplanner September 2015 page 19" href="http://viewer.zmags.com/publication/f5f5f0fc?page=19"> Follow us on Twitter @profparaplanner own staff</a> <a title="Professional Paraplanner September 2015 page 20" href="http://viewer.zmags.com/publication/f5f5f0fc?page=20"> Event POWWOW DOWN SOUTH Rob Kingsbury reports </a> <a title="Professional 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title="Professional Paraplanner September 2015 page 27" href="http://viewer.zmags.com/publication/f5f5f0fc?page=27"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner September 2015 page 28" href="http://viewer.zmags.com/publication/f5f5f0fc?page=28"> Emerging Markets HIDDEN GEMS Investors need to l</a> <a title="Professional Paraplanner September 2015 page 29" href="http://viewer.zmags.com/publication/f5f5f0fc?page=29"> Follow us on Twitter @profparaplanner Poli</a> <a title="Professional Paraplanner September 2015 page 30" href="http://viewer.zmags.com/publication/f5f5f0fc?page=30"> Investment WHAT'S NEXT FOR THE UK? Nathan Swee</a> <a title="Professional Paraplanner September 2015 page 31" href="http://viewer.zmags.com/publication/f5f5f0fc?page=31"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner September 2015 page 32" href="http://viewer.zmags.com/publication/f5f5f0fc?page=32"> </a> <a title="Professional Paraplanner September 2015 page 33" href="http://viewer.zmags.com/publication/f5f5f0fc?page=33"> CPD CONTINUING PROFESSIONAL DEVELOPMENT VERIFI</a> <a title="Professional Paraplanner September 2015 page 34" href="http://viewer.zmags.com/publication/f5f5f0fc?page=34"> Data DATA DOWNLOAD Monthly facts and figures on i</a> <a title="Professional Paraplanner September 2015 page 35" href="http://viewer.zmags.com/publication/f5f5f0fc?page=35"> Follow us on Twitter @profparaplanner Data</a> <a title="Professional Paraplanner September 2015 page 36" href="http://viewer.zmags.com/publication/f5f5f0fc?page=36"> BAILLIE GIFFORD MANAGED FUND </a>