Access the conference portal

Please note you will only be able to access the portal if you have booked a ticket. Please check your emails for full joining instructions and use the email address that you registered with. If you are unable to gain access, please contact


We are proud to bring you a truly interactive and unique online experience.

As always, there is plenty of CPD (6 hours) up for grabs and you can tailor your conference by choosing between soft skills and technical sessions.

However, the virtual format means you can refresh your knowledge on a multitude of subjects – from excel to cashflow modelling to climate change to DB transfers, and more – and still be home in time for tea. You will also attend intimate breakout sessions with paraplanners from around the world, including the inspirational Kat Mock ACSI (CISI’s Paraplanner of the Year 2019).

We’ll wrap up the formal part of day one by welcoming in 2020’s Paraplanner of the Year. But switch off at your peril; you’ll need your wits about you to escape…

The Big Paraplanner ONLINE social: Escape!

Join a team of fellow paraplanners to beat the clock.

You must work together to answer trivia, use
augmented reality to solve clues and crack codes to escape!

Will you make it out in time? 


The conference will feature dozens of the most inspiring speakers from across the globe. Here are a few confirmed names.

Mike Azlen

Founder and CEO, Carbon Cap

Jo Campbell

Director, Para-sols


Head of Professional Standards, CISI

Fiona Hanrahan

Pensions Development and Technical Manager,
Royal London

Kat Mock ACSI

Director and Head Paraplanner, Unity Paraplanning
& CISI Paraplanner of the Year 2019

Kate Pomfret

Business Monitoring Manager, Paradigm Consulting

Judith Rowe

Microsoft Office trainer

Mark Toms

Protection Development Manager, Aegon

Alasdair Walker

Financial Planner and Managing Director,
Handford Aitken & Walker

Keith Butten CFP™ Chartered MCSI

Director, Boosst Financial

Michael Cole-Fontayn

Chairman, CISI

Gareth Davies CFPTM

Specialist Business Development Manager, Individual Pensions | Pensions and Investments - Scottish Widows

Chris Hargreaves, Chartered MCSI

Independent Financial Adviser, Arrow Financial Services UK

Laura Janes

Founder and MD, Uniquity

Andy Jervis CFP™ Chartered MCSI

Chairman, Chesterton House

Ian King CFP™ Chartered MCSI

Ian King Financial Planning

Francis Klonowski CFP™ Chartered FCSI

Principle Klonowski & Co

Jacqueline Lockie CFP™ Chartered FCSI

Head of Financial Planning, CISI

Matthew Walne

Managing Director, Santorini Financial Planning

Nicola Watts CFP™ Chartered FCSI

Director, Jane Smith Financial Planning


The paraplanner Conference + the big paraplanner social

  • 24 September 2020 – 13:00 – 17:30 BST
  • 25 September 2020 – 09:00 – 12:00 BST
  • 6 hours of CPD
  • Two streams and breakout sessions
  • Peer-curated content
  • A fun unforgettable online challenge

By registering to attend The Paraplanner Conference 2020 Online, I acknowledge that my name, company name and email address will be shared with sponsors associated with the conference so that they might follow up with me after the event.
Booking terms & conditions apply.