MARCH 2020


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11x Tech Insight Seminars Confirmed for 2018 – SIGN UP NOW – NEW Regions!!

We are delighted to announce that in 2018 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even more locations. Expanding on the success of the 2017 series, we are taking the event to six more locations across the UK. Last year we hosted over 200 paraplanners at five venues, we hope to reach double over these eleven! The events are free to attend for paraplanners and those working in a similar function. Structured CPD is also given to those attending.

CLICK HERE to register for the 2018 events.

Our schedule for 2018 is now confirmed:

Exeter  – Woodbury Park Wednesday 2 May
Birmingham – Crowne Plaza Birmingham City Wednesday 16 May
Norwich – Sprowston Manor Wednesday 23 May
London – The Grange – Event & Awards Wednesday 6 June
Southampton – Hilton at the AGEAS Bowl – Wednesday 4 July
Edinburgh – The Waldorf Astoria – Wednesday 12 September
Nottingham – Crowne Park Plaza – Wednesday 19 September
York – Marriott York – Wednesday 3 October
Manchester – The Midland Hotel – Wednesday 17 October
Bristol – The Aztec – Wednesday 7 November
Newcastle – Copthorne – Wednesday 28 November

Details of the agenda for each event will be released over the coming weeks. We have some interesting new additions after listening to your feedback!

The Seminars take the form of a mix of plenary speeches, presentations and more intimate workshops, where delegates were able to discuss issues and question speakers on points that were relevant to their day-to-day work.

Speakers from the FCA, FundsNetwork, Utmost Wealth and Invesco Perpetual amongst others took part in 2017.

It is important to us that we are giving you a valuable day out of the office and we’d like to thank everyone who filled in a feedback form at one of this year’s events, letting us know which speakers you liked and what you would like to see in the future.

We have taken all your comments on board and looked to structure the format and content of the events to reflect your needs, but we can tell you right now that we will be including more on tax and pensions, which was a key request we received in your feedback. We are also looking at exam preparation and suitability report sessions.


To register your interest in attending (if you haven’t already) just CLICK HERE . Spaces are extremely limited. Once signed up we will be in touch to confirm your space in the coming weeks.

If you’d like to know from a fellow paraplanner why you should attend…see what our delegates form this year think!

“This year’s Technical Insight Seminar in Manchester was great. I attended last year and this year’s event was even better. I love the structure of the event how you get split into smaller groups for the presentations throughout the day, it feels more personal and it is easier to interact with the presenters as well as others in the group. The sessions are just the right length of time, often making them short and snappy therefore keeping you engaged throughout.

This time round I particularly enjoyed listening to Michelle Hoskin from Standards International. Her passion and enthusiasm is infectious. Having been Paraplanning for almost 10 years now I have been involved from when the role was in its infancy. I have always felt passionate about the job and annoyed at it not getting the recognition it deserves. It’s not as bad as it once was, but I am completely on board with what Michelle is trying to achieve. We have been desperate for something like the Paraplanner Standard for many years now so it is refreshing to see that Michelle is taking this to the next level and beyond. This is a massive step in the right direction, and if anyone is going to get this done and done right Michelle is certainly the right person for it based on what I saw and heard from her yesterday. I think the whole room was enthused by what she had to say and is excited by the prospect of what is to come, so a massive thank you to Professional Paraplanner for pinning down such a great presenter.

As always all the other presentations were also very topical and relevant to Paraplanning. No matter how involved your role is as a Paraplanner at the firm you work, there is always something for everyone. The session by Barry at Utmost was great as we work with a lot of trusts, and so the presentation on the trials and tribulations of trust income was very beneficial. J.P. Morgan did a very interesting presentation on market disturbers which made you think about various asset classes that may not be that well known but could be a great place to invest due to the ageing population, and Paul at FundsNetwork did a great slot on pension beneficiary drawdown.

I took something away from every presentation and can’t recommend the Technical Insight Seminars enough. I’m already looking forward to next year’s event!”

Dan Willers, Diploma Qualified Paraplanner With Over 10 Years Industry Experience at Robertson Baxter


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