Professional Paraplanner Technical Insight Seminars 2018
Professional Paraplanner is running 11 Technical Insight Seminars around the country.
Aimed at both in-house paraplanners and outsourced paraplanning firms, 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.
The events are are free to attend for paraplanners.
The next Seminar is at Sprowston Manor in Norwich on 23 May. This runs from 09.00 to 13.30, followed by a buffet lunch.
Firms presenting across the 11 events include (in alphabetical order):
Apricity Architas ATEB Consulting Brooks Macdonald Dentons Pensions Fidelity FundsNetwork GAM Invesco Perpetual NS&I ParaSols Rory Percival Consulting Transact
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.”
This years’ remaining events are being held at:
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
Wednesday 19 September
Wednesday 3 October
The Midland Hotel
Wednesday 17 October
Wednesday 7 November
Wednesday 28 November