Suitability report writing session to kick off Newcastle Technical Insight Seminar
29 October 2019
Paraplanners heading to our Newcastle Technical Insight Seminar will benefit from two plenary sessions during the day on Suitability Report Writing and Cashflow Wodelling Assumptions, plus 4 more workshops covering pensions, a SIPP/SSAS update and due diligence pointers, a look at tax efficient investments, and a practical session on peer-to-peer lending and why and...