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First speakers for Technical Insight Seminars announced

26 February 2018

We are delighted to announce the first speakers and topics for this year’s Professional Paraplanner Technical Insight Seminars.

To pre-register for any of our 11 Seminars around the country just CLICK HERE. They are free to attend, paraplanner-only events.

Some locations are at or nearing capacity so if you would like to attend, please pre-register now.


Our first three speakers to be announced are:

Rory Percival

Rory Percival Consulting

TOPIC: Suitability reports

Suitability reports are a core part of the advice process and central to the paraplanner’s role.  In January 2018 the requirements for suitability reporting changed and now they are needed for a hold recommendation as well as buy and sell.

With his background as a compliance officer and FCA Technical Specialist, and in light of the new requirements, in this session Rory will focus on the information now needed in reports at the various stages, including annual review, as well as providing his views on good and poor practice for suitability reports, and clarification of exactly what does and does not need to be in them.

Paul Squirrell

Fidelity FundsNetwork

TOPIC: Keeping abreast of pensions regulation and tax

Paul Squirrell has promised he will be keeping his seminar sessions “topical”. With the FCA’s consultation paper on Defined Benefit transfers expected to be published in the run up to the Technical Insight Seminars, the repercussions for paraplanners and clients are likely to feature as part of his sessions, alongside practical deep dives into other pensions rules, regulation and taxation matters.

Andrew Denham-Davis

Brooks Macdonald

TOPIC: Due diligence on Discretionary Fund Managers (DFMs)

Andrew Denham-Davis will be drawing on the firm’s extensive research, processes and experience to delve into the technical elements of undertaking discretionary fund management due diligence.

For any of our 11 Seminars: Pre-register today.

The eleven locations and dates are as follows:

Exeter  – Woodbury Park Wednesday 2 May
Birmingham – Crowne Plaza Birmingham City Wednesday 16 May
Norwich – Dunston Hall Wednesday 23 May
London – The Grange – Event & Awards Wednesday 6 June
Southampton – Venue TBC – Wednesday 4 July
Edinburgh – The Waldorf Astoria – Wednesday 12 September
Nottingham – Venue TBC – Wednesday 19 September
York – Venue TBC (likely Marriott York) – Wednesday 3 October
Manchester – The Midland Hotel – Wednesday 17 October
Bristol – The Aztec – Wednesday 7 November
Newcastle – Venue TBC – Wednesday 28 November


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