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Introducing the 2021 Series

For the second year, we’re working with the Paraplanners Assembly to create this series of interactive online events, helping you to navigate the hot topics affecting the world of paraplanning.

We believe you’re the backbone of financial planning. You’ve got an amazing level of technical knowledge and we want to support you in the ever changing financial landscape.

And better still – all the sessions are CPD accredited!

Assembly 2 – CSI Paraplanners

What’s it all about?

In the second of this year’s Assemblies there’s a new format we’ve named Case Study Investigations or, wait for it, CSI Paraplanners for short. We're planning to use this format from time to time to crack detailed technical paraplanner case studies. 

Ahead of the day, a team of investigators made up of paraplanners and an expert meet to dissect and discuss a case study to show:

  • How others approach this problem
  • The technical solutions they come up with
  • The workings - their thinking, the clues they look for along the way, what they weigh up and what supporting information they seek

Then it's time to leave no stone unturned as we invite you to put on your own detective's hat...

On Wednesday 30 June you'll become part of the investigation team.  Ahead of the day, you'll get clued up on the case study, which you’ll find here.

Then live on the day, whilst watching how the team solved the case study, you'll watch as our chief investigator, Richard Allum and Assembly regular Les Cameron summarise the investigation, ask questions and share how you'd delve into the details. All this with the aim of solving the case (study) through the collective the power of as many paraplanners as possible.

What's in the magnifying glass this time around?

The Assembly’s crack team are coming together from 1pm – 2pm on Wednesday 30 June to investigate: 

  • Where to start with divorce cases
  • The options for dealing with pensions
  • Dealing with other assets
  • Working out a suitable solution for both parties
  • What other financial actions should be looked at

Assembly 2 registration

To find out more and register head over to the Assembly’s events page.

You’ll receive 1 hour of CPD achieving the following objectives:

  • Understand the options for dealing with pensions in divorce
  • Understand what to consider with other assets
  • The other financial assets to consider

The CSI Team

Alyson Brooker

Paraplanner, The Paraplanners

As a Law graduate Alyson had originally planned to a career practicing law but, despite achieving a Diploma in Legal Practice, she soon caught the paraplanning bug. 

Today, Alyson is a Chartered Financial Planner. Her background in law has particularly helped hone her skills in trusts, estate planning and general tax planning. 

Susan Pringle

Director, MHA Henderson Loggie Financial Planning. 

Susan has been in the financial planning profession for over 30 years and has been involved in constructing processes within the firms she’s worked with, been authorised to provide advice, and specialised in pensions both individual and corporate. 

Caroline Singleton

Technical Specialist, Money Matters  

Caroline 20 years’ experience in the banking and specialises in compliance. She has a particular interest in pensions and retirement planning, and enjoys talking all things finance. 

Richard Allum

The Paraplanners Assembly

In additional to his day job with outsourced paraplanning business The Paraplanners,  Richard is one of the founding volunteers of the Paraplanners Assembly.

Les Cameron

Head of Technical, Prudential UK

Les leads Prudential's technical team. He is a fellow of the PFS, spending time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, financial advisers and paraplanners. 

Hints, tips and tools

Divorce Case Study


View Case Study

Upcoming events

2021 Events

Our 2021 events programme is underway including masterclasses on responsible investing with SRI Services' Julia Dreblow, and more from the Paraplanners Assembly. Leave your details and we'll be in touch to let you know what's coming up. 

Register here

Catch up on our previous Assemblies

CRPs - The 2021 Report

Check out our second CRP report

2021 CRP Report

Assembly 1

  PROD - The new sheriff in town

All about PROD

Assembly 2

  CIPs - A journey to the CIP Frontier

All about CIPs

Assembly 3

CRPs - The CRP shindig

All about CRPs - The 2020 report

Assembly 4

SRI/ESG - Building and managing your SRI/ESG Strategy

Building and managing your SRI/ESG strategy

Assembly 5

Wrappers and Tax

Wrappers and Tax