We have a stacked programme of events for you this Autumn, with something for everyone as we take our Technical Insight Seminars around 10 venues in the UK, host the second of our annual Team Leader events in November, and launch a brand new event in October. On top of this we have two ‘must attend’ webinars covering Retirement Income Planning and AF5 exam insight. Find out more below.
IN PERSON EVENTS
2025 Technical Insight Seminars – September through November 2025
This autumn our Technical Insight Seminars will be visiting a further 10 locations, bringing our technical experts to paraplanners around the UK.
As well as Les Cameron and the technical team at M&G Wealth, who will be bringing their pensions, tax and technical knowledge and expertise to all our events around the country, you can hear from a range of experts across pensions, tax and investments and more.
A mixture of plenary and boardroom sessions, our CPD-accredited, paraplanner-only Seminars are designed to give paraplanners information and insights you need on a day-to-day basis, with a view to providing the best in outcomes for your clients.
The Seminars also give you with a great opportunity to talk to our expert speakers over coffee break and lunch, as well as to network and catch up with other paraplanners in your area.
Aberdeen – 16 September – Hilton at the Airport
Edinburgh – 17 September – The Scotsman
Glasgow – 18 September – Radisson Blu (a few spaces left)
Newmarket – 23 September – Bedford Lodge Hotel
Nottingham – 24 September – Nottingham Belfry
Leeds – 8 October – Queens Hotel (now on waiting list)
Manchester – 22 October – The Midland Hotel (now on waiting list)
Bristol – 5 November – The Aztec Hotel and Spa (a few spaces left)
Reading – 19 November – The VOCO Hotel
Newcastle – 26 November – INNside Hotel by Melia
OCTOBER 2025
• Future Adviser Seminar – THIS EVENT IS NOW FULL AND ON A WAITING LIST
This year we are launching our Future Adviser Seminar aimed at those paraplanners who are considering or want to know more about becoming a financial adviser.
We appreciate this is not the career path all will choose, but for those that wish to explore the option, we want to support you in every way we can.
- Ready to step into the adviser seat?
This event gives you real-world strategies on prospecting, client confidence, and building your book, straight from advisers who’ve done it - From Paraplanner to Financial Planner, without the guesswork
Hear from experts on career transitions, business development, and how to confidently own the adviser role. - It’s not just about qualifications, it’s about confidence, mindset and momentum
Join us to learn how top advisers lead client conversations, manage their energy, and grow fast in the first 12 months.
NOVEMBER 2025
• Team Leader Seminar
Our second seminar this year in the popular Team Leader series will take place on Thursday 13 November 2025.
Once again hosted by Fidelity International in their Cannon Street offices in London, we will be bringing a range of expert speakers to provide useful insights into leadership, people management, productivity, health and wellness and other topics, as well as our peer-to-peer sessions, where we tackle some of the key issues that you as team leaders are facing.
WEBINARS
20 AUGUST 2025
• Retirement Income Planning: Decumulation strategies
Join us on 20 August at 12.30pm for a highly topical Technical Insight Webinar in our content series with Fidelity Adviser Solutions.
Fidelity’s Paul Squirrell and Jon Hale will be discussing the challenges faced by paraplanners when designing decumulation strategies and how they can be made easier.
Topics discussed will include guaranteed income solutions and how these can be blended with other investments to suit individual needs.
1st SEPTEMBER 2025
• Exam study: AF5 webinar
If you are studying for AF5 you won’t want to miss this webinar from Bespoke Training Solutions (BTS).
Taking place on 1 September and presented by Natalie Dawes, the webinar will concentrate solely on the AF5 Financial Planning Process exam and look firstly at generic aspects of this exam, followed by a closer look at the actual fact find, its keys facts and possible areas of examiner focus.
This webinar is a ‘must attend’ for any paraplanner that is either sitting exam, or those that wish to learn more about the exam itself for a future sitting. Natalie is an experienced and lively presenter – it will be so worthwhile to dial in and join us!
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