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Suitability 2.0 – Cathi Harrison to speak at Technical Insight Seminar

9 June 2019

Cathi Harrison, MD of the newly formed The Verve Group – including Apricity, Para-Sols and The Art of Finance – will be presenting at the Professional Paraplanner Technical Insight Seminar in London on 13 June, as well as other of our events in the autumn.

After presenting at some of our 2018 seminars, where she considered the content of suitability reports, Cathi will present Suitability 2.0, looking at what makes up a Centralised Investment Proposition, Platform Due Diligence and the Annual Suitability Review, in the context of MiFID II and PROD.

The London seminar takes place at the Leonardo Royal St Paul’s Hotel (formerly The Grange St Paul’s Hotel) in Godliman Street, London , EC4V 5AJ.

Cathi also will be speakingat the Technical Insight Seminarsin Edinburgh(19 September), Leeds(2 October) andNewcastle(26 November).

Paraplanners attending the London Seminar will hear from 5 other speakers, covering subjects on pension regulation, retirement income, SIPP and SSAS, peer-to-peer lending, as well as an opening plenary session from Paul Kennedy, Director and Head of Tax and Trust Planning at Fidelity, FundsNetwork entitled: Tales of the Unexplained and pension conundrums ‘one step beyond’  to wet appetites for the day ahead.

The London seminar will be followed immediately by the awards ceremony for the Professional Paraplanner Awards 2019. The awards will start with the 5 paraplanner awards, including 3 new awards for this year. The awards are:

• Paraplanner of the Year (in-house)

• Outsourced Paraplanner of the Year

• Paraplanner Team of the Year

• New Paraplanner of the Year

• Administrator of the Year

• Personality of the Year

The awards ceremony is open to all paraplanners. Attendees at the conference can automatically attend. Anyone not attending the seminar but who would like to attend the awards should email [email protected], to secure a place.

Professional Paraplanner