The Paraplanner Box Set

The online webinar series for paraplanning expertise

Book the box set

Tuesdays & Fridays, 6 – 30 June 2023

Online, wherever it suits you

Join your paraplanning community in June, online, to enhance your knowledge and build CPD! Our webinar series features all the first-class content tailored to paraplanners and sessions provide the latest core insight on technical, soft skill and career-centred topics.

As the series is now online, you can experience all the great content wherever it suits you best. We kick off with a 1.5 hour session, and all other sessions are 1 hour long. View the agenda below and book your place!

Episode list

Episode 1
Tuesday 6 June

11.00 - 12.30
1.5 hours CPD

Kate Morris

Financial Planner, Paradigm Norton

Paraplanner of the Year 2022 Winner: Journey into paraplanning and personal challenges

Hear the career story from Paraplanner of the Year 2022 winner, Kate Morris!

Julia Dreblow

Sustainable Investment Specialist, SRI Services Director

Katya Gorbatiouk

Head of Investment Funds, London Stock Exchange

Simon Molica

Senior Investment Manager, Parmenion

Episode 1 host

Dan Atkinson, FPFS CFP™️ APP, Chartered FCSI

Head of Technical, Paradigm Norton Financial Planning

ESG

Julia, Katya and Simon will lead a dynamic session focused on helping you build a more sustainable relationship with your clients by meeting client needs through ESG investing. They will also establish what ESG investing is – and what isn’t, why it matters and the role investment funds can play.

Episode 2
Friday 9 June

11.00 - 12.00
1 hour CPD

Melissa Kidd

Director, Motem

Episode 2 host

Steven McBurnie CFP™ APP, Chartered FCSI

Paraplanner, Wright, Johnston & Mackenzie LLP

Writing skills: how to write reports that clients want to read

Your number one job, as a Paraplanner, is to help clients make an informed decision. But to understand the advice, they have to read it. Therefore, your number two job is to make your writing as readable as possible. In this session, Melissa Kidd will go over her 7 rules of readability, so your reports are clear, concise and client friendly.

Episode 3
Tuesday 13 June

10.00 - 11.00
1 hour CPD

Melony Holman CFP™, Chartered Fellow (Financial Planning)

Director, Compliance & Training Solutions Ltd

You and the Consumer Duty – where do you fit in?

Melony will focus on specific parts of the four Consumer Duty outcomes where paraplanners will have an important part to play – their input will be invaluable to any firm. Melony will also share some helpful tips on how to approach these areas.

Chris Hewitt

Technical Specialist, FCA

Episode 3 host

Pippa Oldfield

Manager, Mazars

What does the FCA want you to know?

When it comes to retirement income, the investment market can be a very exciting place to be. As we contend with the consequences of recent falls in bond and equity markets and continued volatility, this poses challenges for clients. Join us to look at how a different type of vehicle can be brought into the mix and offer some innovative features to cover a range of situations.

Episode 4
Friday 16 June

11.00 - 12.00
1 hour CPD

Caroline Stuart

Outsourced Paraplanner & Owner, Sparrow Paraplanning & Sparrow Solutions

The importance of mentoring for Paraplanners

Join Caroline Stuart to explore the many benefits of mentoring in a session specifically tailored to paraplanners.

Fiona Hanrahan

Pensions Development and Technical manager, Royal London

Episode 4 host

Chris Morris Chartered MCSI

Head of Financial Planning Policy & Engagement, Chartered Institute for Securities & Investment

Practical aspects of death benefits

Fiona puts a spotlight on pensions as a tax reducer and the tax planning opportunities that exist with pension contributions. Using case studies we’ll consider adjusted net income, the personal allowance and child benefit tax traps as well as the added benefit salary exchange brings.

Episode 5
Tuesday 20 June

11.00 - 12.00
1 hour CPD

Amyr Rocha Lima

Chair, CISI Financial Planning Forum

Chris Budd

Founder, Institute for Financial Wellbeing

Episode 5 host

Dan Atkinson, FPFS CFP™️ APP, Chartered FCSI

Head of Technical, Paradigm Norton Financial Planning

Harnessing intrinsic motivations: the power of cashflow planning to help clients achieve a fulfilled life

In this engaging and informative conversation, we will delve into the transformative potential of financial planning. By emphasising the client's intrinsic motivations and values, paraplanners can work with financial planners to create personalised strategies that lead to greater happiness and fulfilment. Attendees will learn how to effectively integrate cashflow planning into their practice, working with financial planners to identify and address the intersection of means and meaning for their clients.

Episode 6
Friday 23 June

11.00 - 12.00
1 hour CPD

Martin Lines

Development and Events Director, JUST

Is it time for a Bond replacement?

Brian Radbone

Head of Technical Services, Transact

Episode 6 host

Steven McBurnie CFP™ APP, Chartered FCSI

Paraplanner, Wright, Johnston & Mackenzie LLP

Changes in the Autumn Statement: dividend allowance & annual CGT exemption limit

Brian delves into what the changes in the Autumn Statement mean for paraplanners, including how investors can make the most of available tax wrappers, considering investment bonds as part of a savings strategy and whether an onshore or offshore bond should be chosen.

Episode 7
Tuesday 27 June

11.00 - 12.00
1 hour CPD

Nick Britton

Head of Intermediary Communications, The AIC

Round peg, round hole: how fund selection and asset allocation can work better together

Nick explains the key considerations when building an asset allocation as well as the pros and cons of different fund structures to access assets with varying levels of liquidity. Nick’s session also covers how to identify the key elements to look for when researching closed-ended funds, including REITs and - what does good look like?

James Jones-Tinsley FPMI APFS

Self-Invested Pensions Technical Specialist, Barnett Waddingham LLP

Episode 7 host

Chris Morris Chartered MCSI

Head of Financial Planning Policy & Engagement, Chartered Institute for Securities & Investment

A Pension Carol...

In this session, we will see pensions past and examine those which we may still see in the present day. Following this session you will have an appreciation of 'pre-A day' pensions, understand legacy product names you may still see today (eg RAC, S32, S226), and take them into account when reviewing them for clients.

Episode 8
Friday 30 June

11.00 - 12.00
1 hour CPD

Anna Hemmings MBE OLY

6x world champion, 2xOlympian, Resilience & High performance specialist

Episode 8 host

Chris Morris Chartered MCSI

Head of Financial Planning Policy & Engagement, Chartered Institute for Securities & Investment

Getting the competitive edge and thriving under pressure

Britain’s most successful female marathon kayaker will share the key skills and mindset required to succeed at the highest level. She will reveal the thinking, methodology and techniques she used to become a world champion 6 times and how those strategies can be applied directly to your world. These insights will be illustrated through inspiring anecdotes from Anna’s journey in sport and business.

Book now

Please use the buttons below to register for our upcoming webinar series. If you are a CISI member you are able to book the events as part of your membership.

If you are not yet a member we would still love for you to join us! You can purchase an access pass which allows you to tune into all 8 sessions, a total of 8.5 hours of CPD, for just £99. We will make these sessions available to you on-demand for three months after too. Terms and conditions apply, view them here.

By registering to attend, I acknowledge that my name and email, firm name and firm location will be shared with sponsors and speakers associated with the conference so that they might follow up with me after the event.

CISI members click here to book