We are just one month from being back on the road with our Technical Insight Seminars and delighted to be kicking off the second half of our 2026 events with a new location – Cheltenham, on 9 September at The Chase Hotel.
Having decided earlier in the year that 19 locations was just not enough, we have added to our 2026 programme.
This new location has a packed agenda lined up including:
- M&G
- Bordier
- Blackfinch – who are also new for 2026!
- IDAD
- Standard Life
- TIME Investments
Between these providers, they’ll cover a range of technical areas including sole vs joint setup, inside a CRP, case studies built around a VCT/EIS solution, structure products, guaranteed income generation, and business relief. Of course throughout each of these session, there will be legisative updates and of course the opportunity to ask questions.
But that’s not all – Sam Patterson, Head of Proposition at Equilibrium Financial Planning will also be joining us, delivering his popular session on student loans.
Sam won ‘Outstanding Contribution of the Year’ at this year’s Professional Paraplanner Awards for his sterling work raising the profile of paraplanning as well as contributing greatly to the community with technical insights. We are delighted his is joining us on the road again.
To register for this new location, you can sign up here: 2026 Professional Paraplanner Technical Insight Seminars Delegate Sign Up
Why not make it a team day out? A day full of CPD’able insights and (and here’s the bit you were looking for) a very nice FREE lunch.
Cheltenham – we are so looking forward to our first event of many!
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