Professional Paraplanner Technical Insights Seminar

This morning I had the pleasure of attending the first ever Professional Paraplanner seminar. The team brought together an impressive lineup of top quality speakers covering a topical areas.

Considering this is their first event it was incredibly slick and went without a hitch. Kicking off with a message from editor, Rob Kingsbury, we heard from Prudential about some of the key things for Paraplanners to be thinking about. Of particular relevance was sequence risk and the impact this has on decumulation strategies.

The delegates then split into smaller ‘board room’ type sessions. This gave a more relaxed informal environment where questions could be asked freely. Topics covered included ETFs, Stuctured Products, Risk targeted funds (which by nature are also performance targeted), and new thinking about sustainable decumulation. This is a different format to other events I have attended and worked well. As a paraplanner I value the opportunity to ask questions and dig deeper. The standard of presentations was excellent.

We then gathered together for a final session from Technical Connection taking a whistle-stop recap of the many changes made to pensions in the last year. Whilst this is something that I have read extensively about and attended several presentations about, I picked up several nuggets which I hadn’t twigged.

The morning came to a close with lunch and an opportunity to network with peers. It was great to see so many Paraplanners with many making a special trip to London to attend. This shows the value that was expected; Professional Paraplanner have certainly delivered.

Definitely recommended for Paraplanners if you are able to make it.


Rob Kingsbury, Editor of Professional Paraplanner setting the scene for the morning


About Dan Atkinson

A Paraplanner at EQ Investors since August 2010, Dan’s Music Technology degree helps him approach Financial Planning problems creatively. IFP Paraplanner of the Year 2014 and member of the PFS Paraplanner Practitioner Panel, Dan is working towards Chartered status and recently became a CISI Accredited Paraplanner. Dan is also involved in youth work at his local Church in Hatfield.

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