Paraplanning Excellence - Wednesday 1 November 2023

1 Nov 2023

Schroders Office

1 London Wall Place, Barbican, London
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This packed day has been put together in association with Invesco and Schroders, two of the most substantial asset managers in the country.

This year will be the 13^th annual event bringing together circa 90 investment paraplanners from financial advisory firms across the UK.

The benefits of participating:

Strategic engagement - Share best practice
Meet your peers - Networking at the highest level
Hear new thinking and explore the latest trends
Inspiring insights from external keynote speakers
Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you
CPD accredited

How does it work?

Paraplanning Excellence is a forum that runs from 8.45am - 5.00pm and made up of a blend of:

Keynote sessions geared to encouraging new thinking – typically from outside of the industry;
Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
Plenty of networking opportunities.

Who will be participating?

This event will bring together the paraplanners, analysts, technical support etc who support advisers within the financial advisory industry.

What does it cost?

This event is free to attend.

For further details please email John Hall @ johnhall@owenjamesgroup.com.

CPD accredited event

Professor of Politics, University of Kent

Matthew J. Goodwin is an academic, writer and speaker known mainly for his work on British and European politics, extremism, immigration and Euroscepticism. He is currently Professor of Politics at Rutherford College, University of Kent, and Senior Visiting Fellow at the Royal Institute of International Affairs, Chatham House. Matthew is a trained political scientist. He received his PhD from the University of Bath in 2007, after which he worked for a self-funded research institute at the University of Manchester. He was then awarded a Postdoctoral Fellowship with the Economic and Social Research Council. He was also recipient of an ESRC Knowledge Exchange Fellowship and spent twelve months on full-time secondment in a UK government department. In 2015 he was appointed Professor of Politics at the University of Kent. In the same year he was awarded an ESRC Senior Fellowship to examine Britain's 2016 EU referendum. In 2014 he received the Richard Rose Prize, awarded to one person annually for their contribution to the study of politics. In 2015, he won the Paddy Power Political Book of the Year for Revolt on the Right, co-authored with Robert Ford. Since completing his PhD he has attracted around £1 million in external research funding. Since 2008 he co-edited the Routledge book series on Extremism and Democracy. Between 2011 and 2015 he served as a member of the UK government's working group on anti-Muslim hatred. Since 2013 he served his profession as a Trustee and executive committee member of the Political Studies Association, which since 1950 has promoted the study of politics. Matthew is an outward-facing researcher who believes that social science should be as much about contributing to wider society as to social science. He engages widely and has worked with over two hundred non-academic organisations from the European Parliament and National Security Agency down to his local police authority.

Paraplanning Excellence 2023