UPCOMING WEBINARS
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.
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!
