July/Aug 2019
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Latest - COMMUNITY

  • Technical Insight Seminar SPEAKER – Edward Bateman, FE Analytics

    18 August 2019

    This September to November we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Edward Bateman and his colleagues from FE will be presenting on ways to better and more efficiently use FE analytics at selected...

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  • Technical Insight Seminar SPEAKER – Paul Squirrell, FundsNetwork

    11 August 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Paul Squirrell and his colleagues from FundsNetwork will be presenting on pension regulation and tax at the events. The...

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  • Attitude Financial Services launches LGBTQ-friendly advice proposition

    5 August 2019

    Attitude Financial Services has launched a new advice proposition which aims to provide the LGBTQ community with financial advice. Darren Styles owner of British gay lifestyle magazine Attitude has partnered with managing director Dawn Gale and financial planner and director Ian Meekins from financial advisory firm Blueprint South West to create the firm. Attitude...

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  • Technical Insight Seminars – Scotland

    3 August 2019

    In September we will be running back-to-back Technical Insight Seminars in Scotland. The first of the Scottish events takes place in Glasgow on Wed 18 September, immediately followed by the seminar in Edinburgh on Thurs 19 September. The seminars are paraplanner-only events and free for paraplanners to attend. The seminars will cover areas such...

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  • Hear from Rory Percival at this autumn’s Technical Insight Seminars

    31 July 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We will be joined once again at selected venues by ex-regulator Rory Percival. Hear what Rory will be talking about in his session.  The seminars...

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  • Join us at one of our autumn Technical Insight Seminars

    30 July 2019

    This autumn we will be taking the Technical Insight Seminars to paraplanners from Bristol to Scotland. New venues we will be visiting from September to November are: Glasgow 18/9, Leeds 2/10 and Reading 23/10. The seminars are paraplanner-only events and free for to attend. This year’s seminars are covering areas such as Capacity for...

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  • Art of Finance opens intakes for October paraplanning and compliance courses

    22 July 2019

    Cathi Harrison’s Art of Finance, a training solution for firms looking to upskill members of their team who want to further develop their career in financial services, has opened for enrolment in its autumn paraplanning and compliance courses. Art of Finance courses offer professional training for firms wanting to develop staff with succession planning...

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  • Investing in Women Code launched

    18 July 2019

    The Investing in Women Code, a new government-backed initiative to propel female-led business has been launched. Major banks and venture capital firms have signalled their support, including Royal Bank of Scotland, Barclays, Lloyds Banking Group, Santander, TSB, Metro Bank, the Co-operative Bank and Bank of Ireland UK have today all signed up to the...

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