From the category archives:

Seminars & workshops

Powwow! Up North

by Richard Allum on 6 September 2013

Hot on the heels of the main Powwow! happening later this month, the first regional event has been launched today.  It will take place in Leeds on 15 October and you can find out more here.


First ever Paraplanners Powwow announced

by Richard Allum on 20 June 2013

Plans to host a teepee-based powwow event to debate the future of the paraplanning profession will go ahead this September, organisers have announced. Richard Allum confirmed that the Paraplanners Powwow, which is independent of professional bodies, will take place at Upper Aynho Grounds in Northamptonshire on 19 September 2013. Up to 60 participants will be able to sign-up […]


Paraplanner Conference 2012

by Richard Allum on 2 March 2012

The IFP has announced details of this year’s conference taking place on 24 May in Nottingham. Last year’s event was a great success and this year it looks even better with some great speakers lined up. Having said that, the best thing about this event is the chance to meet other paraplanners from all sorts […]


Social Media in Financial Services

by Richard Allum on 14 January 2010

Day 2 of this informative and well received conference is today.  I was not able to make it but, due to the wonders of the internet (and Twitter in particular), was able to follow the event throughout yesterday and have written a review together with a list of the main points, tips and links which […]


Social Media in Financial Services

by Richard Allum on 16 December 2009

Just a year ago, you would be forgiven for thinking that Social Networking websites were just for kids, but all of sudden the business world is using them as a powerful new tool for networking, marketing and sharing best practice. And yes, even the financial advice industry is getting on board too – because according […]


Institute of Financial Planning Conference

by Richard Allum on 1 October 2009

The IFP Conference starts on Monday and for the second year will have a dedicated paraplanner track including a session from Martin Vaughan.  The Paraplanner of the Year winner will also be announced on the Tuesday morning and we are looking forward to meeting Svenja. If you are going to be at the conference please […]


Morningstar Investment Conference 2009

by Martin Vaughan on 30 May 2009

I was lucky enough to be able to attend the Morningstar Investment Conference this year and it again confirmed my opinion that this is for me one of the most worthwhile conferences of the year.For those that don’t know the conference is two days of intensive presentations discussion and debate by some very high profile […]


Morningstar Investment Conference – London

by Martin Vaughan on 27 May 2008

Continuing with our feedback on training courses, seminars and workshops here is my review of the recent Morningstar Investment Conference. Who was the organiser? Morningstar Where was it held? Hilton Metropole Hotel, London How long did it last? All day (I only attended the first day) What was the format?  This was conference format. You […]

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Financial Adviser Expo 2008 – Harrogate

by Martin Vaughan on 26 May 2008

We are always looking for information to give to other paraplanners and we have asked for feedback from paraplanners and administrators about courses they have been on or seminars they have attended. I was fortunate to be able to attend the Financial Adviser Expo 2008 conference in Harrogate and thought I would share my thoughts.If […]