Tips for better client outcomes : life cover

In the November 2015 issue of Professional Paraplanner I took a look at the underwriting process. This is where an insurer decides whether they want to offer cover and whether the premium needs to go up (it never goes down!!)… For health individuals this is generally straightforward but an old health condition- or something that […]

Working together for the best client outcome

I’m super excited to have had an article published by Prudential in their quarterly adviser magazine – Oracle. Here’s an extract from the beginning; do hop over to the Pruadviser website to read the rest. Having a different skillset, paraplanners are able to help advisers spend more of their time with their customers. The company I […]

Building an ethical investment portfolio

I’m really pleased to have a piece published in this month’s Professional Paraplanner magazine. I was asked to explain how we go about building ethical portfolios for clients at EQ Investors. We feel that ethical investors really want to see their money doing something positive.  This is called Impact Investing. The Global Impact Investment Network […]