Our Technical Insight Seminars are coming to Aberdeen for the first time in September, bringing a range of expert speakers close to where you work.
The CPD accredited event will be hosted on 10 September at the Copthorne Hotel, Huntley Street, Aberdeen.
For paraplanners in the Aberdeen area this is an ideal opportunity to hear from a range of expert speakers on your doorstep, covering technical issues to help you in your role and to pursue the best outcomes for your clients.
We have six sessions for you during the day, part plenary and part smaller, boardroom sessions, which allow for questioning and discussion.
We will have speakers from the M&G Wealth technical team, the Fidelity Adviser Solutions pensions technical team, HSBC Life, Scottish Widows, Blackfinch and Transact.
On the agenda will be pensions including insights into handling the new lifetime allowance rules, gifting and tax planning, estate planning, protection, alternative investment strategies and IHT opportunities.
Registration is at 8.30am and the event is set to close at 3.10pm, with lunch included.
