Technical Insight Seminar Speaker – Brian Radbone, Transact
22 September 2019
From now to the end of November we are taking the Technical Insight Seminars to more venues around the country, including new venues of Glasgow 18/9, Leeds 2/10 and Reading 23/10.
We are delighted that Brian Radbone and his colleagues from Transact will be presenting at selected events on effective use of pensions in financial planning, with particular emphasis on accumulation and decumulation stratgies.
The seminars are paraplanner-only events and free for paraplanners to attend.
This year’s seminars are covering areas such as Capacity for Loss, compliance, pension regulation and tax, due diligence on SIPP and SSAS, behavioural investing, cash management, using FE Analytics, generating income in retirement, cashflow modelling, suitability report writing and peer-to-peer lending, among others*.
THIS AUTUMN’S SEMINARS
Glasgow Hilton 18 September
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)
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...