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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*.

CLICK HERE TO REGISTER FOR ONE OF THE SEMINARS

Here Brian gives a brief insight into what his session will cover

JOIN US AT ONE OF THESE VENUES

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) 

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