Your boss won’t let you come to our Technical Insight Seminar? Here’s how to persuade them

28 May 2024

We hear there are some bosses that won’t let their paraplanners out of the office to learn from our experts at the Professional Paraplanner Technical Insight Seminars.

Here’s a few points to make in persuading them otherwise:

  • I’ll hear from some of the best technical minds in the country
  • It’s a one-day-a-year opportunity
  • It’s local so I won’t have to travel far (and could be back in the office later in the day – optional argument that one)
  • There’s structured CPD
  • It’s part of my T&D quota
  • I’ll pay for the ticket myself (it’s free but no need to let on)
  • I’ll bring you back a free pen (anecdotal evidence suggests this works)
  • Please add your own to our list…


More seriously… with key technical issues such as the latest situation with the LTA abolition, order of financial planning post April 24, deep dives into IHT, discretionary trust, business relief, SIPPs and ways to maximise tax benefits for your clients, among others, the Seminars, which are structured for paraplanners (not advisers), are educational events that should not be missed.

This is what delegates have been saying about the events so far this year:

“I just wanted to say thanks to you, your team and the other speakers at last week’s event – it was a brilliant day, the variety of topics were great and it was definitely an insightful day into the world of Paraplanning! I very much look forward to attending a similar sort of event in the future.”

“I just wanted to email to say that yesterday’s event was fantastic, and I came away with so much more knowledge and understanding of the more complex areas covered yesterday by the guest speakers. It’s also great to see an event targeted to paraplanners specifically.”

“I’d like to thank all at Professional Paraplanner and the guest speakers for an excellent day at the Crown Plaza in Birmingham yesterday. It was very informative and engaging throughout.”

“I wanted to say a big thank you for the event in Exeter last week. It was really enjoyable and informative and I wanted to say a big thank you to you and all involved for the work in arranging it. I’m looking forward to next year’s event already!”


Our next events are in:

London: 5 June (FULL and on waiting list)

Oxford: 19 June

Chester: 26 June

Southampton: 3 July

Our Autumn events kick off in September in:

Aberdeen: 10 Sept

Edinburgh: 11 Sept

Glasgow: 12 Sept

Nottingham: 25 Sept

Leeds: 9 October

Manchester: 23 Oct (FULL and on waiting list)

Bristol: 6 November

Reading: 20 November

Newcastle: 27 November

You can book any of the available events HERE: Technical Insight Seminars 2024

Professional Paraplanner