This week we take the Technical Insight seminars to Glasgow on Wed 18 September, immediately followed by a seminar in Edinburgh on Thurs 19 September.
The seminars are paraplanner-only events and free for paraplanners to attend. The seminars will cover areas such as suitability report writing, pension regulation and tax, regulation and compliance, due diligence on SIPP and SSAS, behavioural investing, using centralised investment propositions, and generating income for clients in retirement, amongst others*.
Here is what two of our presenters will be talking about on the day:
Pensions regulation and planning – Paul Squirrell, FundsNetwork – Glasgow & Edinburgh
SIPP & SSAS update and due diligence – Stephen McPhillips, Dentons Pensions – Edinburgh
Amongst other sessions, Glasgow delegates also will hear from ATEB Consulting, who will be drawing on their considerable experience in the financial advice field to provide insights pertinent to cashflow planning.
Edinburgh attendees can learn from Jo Campbell Para-Sols’ operations director and paraplanner about the processes developed by the company(this year celebrating its 10th anniversary) to deliver quality suitability reports to a deadline.
