We’re supporting the Paraplanners Assembly

Paraplanners are crucial to financial planning.

That's why we’re supporting the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things. 

Get to know the Paraplanners Assembly


Introducing the 2021 Series

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 – the sessions are CPD accredited!

The big festive paraplanners end of the year show!

It’s our last event of 2021 and the Assembly are putting on a party popping, prize packed finale

What will you find under the tree?

Join our host with the most, the Assembly’s Richard Allum and mystery guests around the virtual fireside for a review of the year, a peek in to what to expect in 2022 and a chance to show off your festive jumpers and win prizes in the big fat paraplanner quiz of the year.

Richard Allum - Paraplanners Assembly

In additional to his day job with outsourced paraplanning business The Paraplanners,  Richard is one of the founding volunteers of the Paraplanners Assembly. 

Where's the party?

Join the fun from 1pm – 2pm on Wednesday 15 December.

There’s no CPD this time round, but we’ll be back with more CPD accredited events next year.


Upcoming events

To hear about our latest events, just leave us your details and we’ll drop you an email to let you know what’s coming up.

Register here

Catch up on our 2021 Assemblies

CRPs - The 2021 Report

Check out our second CRP report

2021 CRP Report

Assembly 2

CSI Paraplanners - Divorce case study

Divorce Case study

Assembly 3

CSI Paraplanners - LTA case study

LTA Case study

Assembly 4

CSI Paraplanners - IHT case study

IHT Case study

Catch up on our 2020 Assemblies

Assembly 1

  PROD - The new sheriff in town

All about PROD

Assembly 2

  CIPs - A journey to the CIP Frontier

All about CIPs

Assembly 3

CRPs - The CRP shindig

All about CRPs - The 2020 report

Assembly 4

SRI/ESG - Building and managing your SRI/ESG Strategy

Building and managing your SRI/ESG strategy

Assembly 5

Wrappers and Tax

Wrappers and Tax