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Our remaining 6 Technical Insight Seminars – which is nearest to you?

30 August 2018

Our autumn series of Technical Insight Seminars will visit 6 venues around the country between 12 September and 28 November.

If you’ve not signed up to one of them as yet there is still time, although many are nearing full capacity.

Below some our speakers highlight one of the key takeaways from their  session.

The Seminars area mix of plenary presentations and workshops, where you can get the most from the session by asking questions of the speaker.

Our Technical Insight Seminar in Nottingham on 19 Sept has five sessions lined up for you over the half day agenda.

TO BOOK click here.

The 5 great sessions include:

  • Cathi Harrison, MD of ParaSols and Apricity on ‘Mastering the art of Suitability Report writing’
  • Ex-FCA technical specialist Rory Percival on advising on DB pension transfers
  • FundsNetwork’s Paul Squirrell will be stripping down the issues around the pensions Lifetime Allowance
  • Invesco Perpetual’s Matthew Parlour is focussing on risk
  • And Andrew Denham-Davis delves into due diligence when outsourcing to investment firms.

Watch the videos below for a taster of what the presenters want you to take away from their sessions.

The event kicks off at 9am, beginning with a plenary session and then breaks into workshops, which allow you to question the presenters and get the most value from the day. We end at 1.35pm with a networking lunch.

The Professional Paraplanner Technical Insight Seminars are focussed on providing educational, informative and insightful sessions and helping to build paraplanners knowledge and skills.

It takes a minute to register for the event- just click here. It will be a half day well spent.


Edinburgh  –  The Waldorf Astoria  –  Wednesday 12 September

Nottingham  –  Crowne Plaza  –  Wednesday 19 September

York  –  Marriott  –  Wednesday 3 October

Manchester  –  The Midland Hotel  –  Wednesday 17 October

Bristol  –  The Aztec  –  Wednesday 7 November

Newcastle  –  The Copthorn  –  Wednesday 28 November


To watch the video clips click on the image.

Rory Percival
Rory Percival  Consulting

Paul Squirrell
Fidelity FundsNetwork

Andrew Denham-Davis
Brooks Macdonald

Jo Pawson

Martin Tilley
Dentons Pensions

Cathi Harrison
Para-Sols and Apricity




Professional Paraplanner