Join us at one of our autumn Technical Insight Seminars
30 July 2019
This autumn we will be taking the Technical Insight Seminars to paraplanners from Bristol to Scotland. New venues we will be visiting from September to November are: Glasgow 18/9, Leeds 2/10 and Reading 23/10.
The seminars are paraplanner-only events and free for to attend. This year’s seminars are covering areas such as Capacity for Loss, pension regulation and tax, due diligence on SIPP and SSAS, behavioural investing, cash management, using FE Analytics, generating income in retirement, cashflow modelling, suitability report writing and compliance, amongst others*.
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.”
* (Please note: agendas differ between venues – details are confirmed closer to the individual event)
Further information on event and/or publication sponsorship and advertising packages can be had from: Richard Ley, Director, Research in Finance, on 0207 104 2239 or via email: [email protected]
ATEB Consulting’s Steve Bailey looks at how the FCA’s view of suitability and what that means in practice for...
Paraplanners who have been furloughed and are concerned that their company will not have a job for them should...
The Supreme Court has ruled that a pension transfer made in ill health should not be subject to inheritance...