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Personal Finance Society
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Purely Paraplanning Conferences

Registration opens for September events

Following the success of our dedicated paraplanning events in the Spring, the Personal Finance Society, with our practitioner panel, have created a brand new programme for our Autumn conferences in September. These events have been developed exclusively to support the development needs of our growing paraplanning community.

About the Event

The day will focus specifically on the role of the Paraplanner from a good practice and educational perspective, so that attendees can implement the 'take-away' ideas from conference. Delegates can also expect guidance, stimulation and inspiration from these CPD events, and some sessions will be interactive to enable the exchange of practical support and tips.

Agenda highlights include:

  • A 'Technical Update' by Technical Connection
  • 'Enterprise Investment Schemes - a new era and opportunity' - Time Investments 
  • 'Better Paraplanning' - Live practitioner panel debate and Q&A
  • 'Using technology to enhance the quality of paraplanning' - F&TRC
  • 'Covering the Options for Care' - Partnership
  • 'A case study looking at spousal bypass trusts, and dealing with pensions in the event of divorce' - Neil Dickey
  • 'Managing Conflict' - soft skills session by Paul Archer

Register Now

Hosted by Richard Allum and Cathi Harrison, this free event is open to both Personal Finance Society members and non-members - the primary requirement is that attendees are Paraplanners or aspiring to become Paraplanners. To reserve your free place, please click on the relevant location below:

There is no cost to attend and lunch and refreshments will be provided. Please note that all venues have strict capacity limits so registrations will be offered on a strictly first-come first served basis.


Members attending one of these events can claim 4 hours 40 minutes CPD, should they consider the content to be relevant to their own learning needs, helping them to satisfy their annual commitment to professional learning and development.