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Suitability report workshop in Edinburgh

17 September 2019

There’s still tim to attend this year’s Technical Insight Seminar in Edinburgh.

Paraplanners will hear first hand from Jo Campbell, director of operations and quality at Para-Sols, about how the firm has developed its suitability report writing over the years to be highly efficient, meeting deadlines while maintaining a high standard and quality of work.   

The event takes place at The Waldorf Astoria and is free to attend for paraplanners. Registration is at 8.30am and the event ends at 3pm, with lunch included. 

TO SECURE YOUR PLACE IN EDINBURGH, email [email protected] or click here.

The event offers a range of sessions, covering:

  • suitability report writing
  • the complexities of the State Pension
  • retirement income planning
  • SIPPs in financial planning and SIPP due diligence
  • client behaviour and fears
  • junior & hybrid debt as an asset class.

You’ll also have time to network with fellow paraplanners in breaks at at lunch, which is provided.

What other paraplanners have said about the events so far this year:

“This was a great, well organised event which I thoroughly enjoyed. It is refreshing to listen to educational guest speakers. I think that everybody attending would have learned something new. Well done and I look forward to next year’s event!”

“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.”




• Edinburgh        The Waldorf Astoria        19 September

• Leeds                  Oulton Hall                   2 October

• Manchester      The Midland Hotel       16 October [WAITING LIST]

• Reading             Crowne Plaza                23 October

• Bristol                The Aztec                     13 November

• Newcastle         Crowne Plaza                26 November

* (Please note: speakers and agendas differ between venues – details are confirmed closer to the individual event) 


Professional Paraplanner