Suitability report writing session to kick off Newcastle Technical Insight Seminar
29 October 2019
Paraplanners heading to our Newcastle Technical Insight Seminar will benefit from two plenary sessions during the day on Suitability Report Writing and Cashflow Wodelling Assumptions, plus 4 more workshops covering pensions, a SIPP/SSAS update and due diligence pointers, a look at tax efficient investments, and a practical session on peer-to-peer lending and why and here it may suit advised clients from Octopus Investments.
The Seminar takes place on Tuesday 26 November at the Crowne Plaza Newcastle (Stephenson Quarter). Registration is at 8.30am for a 9am start.
To secure your place at the event click here and fill in the form
or email [email protected].
Here’s what delegates are saying about this year’s events:
“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.”
“This was a great, well organised event which I thoroughly enjoyed. I think that everybody attending would have learned something new. Well done and I look forward to next year’s event!”
“A really good event, this was my second year and I would come back again. Feel it was well tailored to paraplanners rather than advisers.”
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...