Technical Insight Seminar Speaker – Stephen McPhillips
26 August 2019
This autumn we are taking the Technical Insight Seminars to paraplanners from Bristol to Scotland. We start in Nottingham on 11 September. New venues we will be visiting from September to November are: Glasgow 18/9, Leeds 2/10 and Reading 23/10.
The seminars are paraplanner-only events and free for to attend. This year’s seminars are covering areas such as Capacity for Loss, 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*.
Nottingham delegates will be able to hear from Denton’s Pensions’ technical director Stephen McPhillips, who will be talking on developments in the SIPP and SSAS market and conducting due diligence on these pension wrappers.
HERE Stephen gives a brief insight into his session.
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.”
THIS AUTUMN’S SEMINARS
Nottingham The Nottingham Belfry 11 September
Glasgow Hilton 18 September
Edinburgh The Waldorf Astoria 19 September
Leeds Oulton Hall 2 October
Manchester The Midland Hotel 16 October
Reading Crowne Plaza 23 October
Bristol The Aztec 13 November
Newcastle Crowne Plaza 26 November
* (Please note: agendas differ between venues – details are confirmed closer to the individual event)
Further information on event and/or publication sponsorship and advertising packages can be had from: Richard Ley, Director, Research in Finance, on 0207 104 2239 or via email: [email protected]
ATEB Consulting’s Steve Bailey examines why and how Paraplanners should consider a workplace pension in a pension transfer recommendation. Firms involved with...
Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc, adding the cashflow planning capability to its suite...
The majority of paraplanners (58%) find suitability report writing software a useful tool but only if used in tandem...