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