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Percival and Harrison review suitability report writing at Technical Insight Seminars

Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly, suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.

Rory is a well-known figure in the industry, both for his role as technical specialist for the FCA and as a supporter of paraplanners as, in his words, “sitting at the heart of adviser businesses”.

Rory will be tackling issues around suitability reports, which are obviously a core part of the advice process and central to the paraplanner’s role. He will be looking in particular at reports needed at the annual review stage in light of new requirements, as well as providing his views on good and poor practice for suitability reports.

Here, Rory talks about the key take-aways from his session at the Exeter Seminar earlier in May.






The next Seminar is at Sprowston Manor in Norwich on 23 May. This runs from 09.00 to 13.30.

Cathi Harrison, founder of Para-Sols and Apricity, will be talking about her firm’s approach to suitability report writing at the Norwich Seminar (Sprowston Manor) on 23 May 2018.

Having just launched her new compliance firm, Apricity, she will also be talking on compliance issues in adviser firms, suggesting new ways of tackling them, and how paraplanners can benefit from these developments.

BOOK HERE for the NORWICH SEMINAR. Events are free for paraplanners.

If paraplanners haven’t registered for an event as yet, there are still some places available. For Norwich senior administrators looking to become paraplanners are also invited.

If you have paraplanners or administrators in your team that you think will benefit from attending, please share this with them.

At the Professional Paraplanner seminars delegates will hear from industry experts in pensions, tax, retirement planning, suitability reports, compliance, investment and other areas – presenting on technical issues, due diligence, behavioural finance, best practice, suitability report writing and a host of other topics, aimed at helping adviser firms deliver even better outcomes and service to their clients.

What paraplanners said about the first of this year’s Technical Insight Seminars in Exeter.

“This was the best event I have attended in terms of the relevance of the content.”

“The content being aimed at the paraplanners rather than just sales pitches for the companies which is what happens at most events. Well done!”

“It was an excellent event with some excellent speakers, I was particularly impressed with the presentations from Rory (Percival) & Paul (Squirrell) and learned a lot. You offer such a valuable service with these seminars and I wish you continued success with them. I look forward to attending more in the future.”

“It was great to attend WoodburyPark Hotel and Golf Club yesterday for the Professional Paraplanner event. Thank you for some really insightful presentations and for organising such a great event.”

Paraplanners: CLICK HERE to register for a local event.

This years’ remaining events are being held at:

Sprowston Manor
Wednesday 23 May

The Grange – Event & Awards
Wednesday 6 June
(now fully subscribed with waiting list)

Hilton, AGEAS Bowl
Wednesday 4 July

The Waldorf Astoria
Wednesday 12 September

Crowne Plaza
Wednesday 19 September

Wednesday 3 October

The Midland Hotel
Wednesday 17 October

The Aztec
Wednesday 7 November

The Copthorn
Wednesday 28 November

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