Calling all North West paraplanners – confirm your seminar place now
28 September 2017
We’re looking forward to meeting up with North West paraplanners at the Technical Insight Seminar at the Midland Hotel, Manchester on Wednesday 11 October.
At the seminar you will hear what the FCA has to say about DB Pensions Transfers and also what we can expect from upcoming regulatory changes such as MiFID II.
Anyone who has registered but has not yet confirmed attendance please email [email protected] who can provide you with further details.
If this is the first time you’ve heard of the events check out what delegates at our London seminar had to say about the seminars.
Amongst a packed agenda where you will hear from 8 expert speakers including:
Paul Squirrell, National Pensions Sales Manager, FundsNetwork, who will help you stay up-to-date on the continually changing regulation surrounding pensions. Paul will be giving a technical update, covering the latest themes and insights.
Barry Foster of Utmost Wealth will look at the Income Tax treatment of trusts, explaining some of the administrative issues that trustees must deal with and, using a case study, consider how to simplify those whilst satisfying trustees’ duties and responsibilities.
Michelle Hoskin, MD of Standards International will look at the future role and potential of paraplanners and provide the very latest information on the Paraplanning Standard.
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