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!
In the third of this year’s Assemblies we’re returning to our CSI (Case Study Investigations) format, where we’ll crack a detailed technical paraplanner case study.
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:
Then it's time to leave no stone unturned as we invite you to put on your own detective's hat...
On Wednesday 20 October 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 our case, 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 power of as many paraplanners as possible.
The Assembly’s crack team are coming together from 1pm – 2pm on Wednesday 20 October to investigate:
To watch the event replay, check out the case study solution and take the CPD head over to our news and views area.
You’ll receive 1 hour of CPD achieving the following objectives:
To gain an understanding of:
As a Law graduate Alyson had originally planned 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.
Colin has worked in financial services since 1999 and has worked in paralanning since 2002 with roles with firms of various sizes.
Colin has a lot of experience in most aspects of financial planning. With his strong pensions background he spends most of his time working with complex retirement plans, including cash flow plans, and defined benefit transfer analysis.
Caroline has 20 years’ experience in banking and specialises in compliance. She has a particular interest in pensions and retirement planning, and enjoys talking all things finance.
In additional to his day job with outsourced paraplanning business The Paraplanners, Richard is one of the founding volunteers of the Paraplanners Assembly.
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.