MARCH 2020


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Technical Insight Seminar: Reading – 7 workshop line-up confirmed

Paraplanners attending the Professional Paraplanner Technical Insight Seminar in Reading on 23 October 2019 will get access to a line up of 7 speakers running workshops on a variety of topics – including ex-Regulator Rory Percival, who will be speaking about Capacity for Loss and how firms should be assessing this key piece of financial information.  

Our other expert presenters will be covering: The complexities now inherent in the State Pension; pensions regulation and tax; SIPP and SSAS exit planning opportunities and due diligence; tax efficient investing; peer to peer lending; junior and hybrid debt as an asset class.

The event takes place at the Crowne Plaza Hotel, Caversham Bridge, Richfield Ave, Reading RG1 8BD, beside the Thames. Registration is at 8.30am.

YOU CAN SECURE YOUR PLACE USING OUR REGISTRATION FORM HERE. Our events staff will then contact with further details.

Here’s what delegates are saying about this year’s events:

“The whole structure of the day is well thought out and I think of particular benefit is the break out into smaller groups to encourage greater interaction.”

“The content was superb and I learned a lot from it that I’ll be able to apply day to day.”

“This was a great, well organised event which I thoroughly enjoyed. I think that everybody attending would have learned something new. Well done and I look forward to next year’s event!”

“A really good event, this was my second year and I would come back again. Feel it was well tailored to paraplanners rather than advisers.”


Talking on the day are:

Rory Percival, Rory Percival Training & Consulting

Topic: Capacity for Loss

Paul Squirrell, FundsNetwork 

Topic: State Pension       

Brian Radbone, Transact

Topic: Pensions regulation and tax

Stephen McPhillips, Dentons

Topic: SIPP and SSAS exit planning opportunities and due diligence


If you require further information please email:[email protected] and we will get back to you.

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