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Rebecca Lucas to present on suitability report writing at the Norwich Technical Insight Seminar

13 May 2019

Professional Paraplanner award winner Rebecca Lucas is to present on suitability report writing at the Norwich Technical Insight Seminar on Wednesday 22 May at Sprowston Manor.

Rebecca scooped the Paraplanner of the Year award at last year’s event and will be hosting one of the three workshops on the day. Entitled ‘Psychology and the Art of Suitability Report Writing’, she will be providing insights into how and what we write impacts the reader’s perception, as well as tips derived from her own approach to suitability report writing.

The Seminar day consists of two plenary sessions and three workshops, where the day’s delegates are split into small groups. Alongside Rebecca’s workshop will be sessions providing some eye opening details around the rules and procedures now relating to the State Pension, drawdown, use of technology, and a session entitled: ‘When the FCA comes calling: Central Investment Propositions’.

If you would like to attend the Norwich seminar, which is free for paraplanners, you can sign up here.

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Professional Paraplanner is hosting seminars in 15 locations around the country this year. Find one near you.

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