Paraplanning Excellence 2022

1 London Wall Place, Barbican, London

1 November 2022

Paraplanning Excellence - Tuesday 1 November 2022

Paraplanning Excellence - Tuesday 1 November 2022

  • 1 Nov 2022

    Schroders Office

    1 London Wall Place, Barbican, London

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This packed day has been put together in association with Invesco Perpetual and Schroders, two of the most substantial asset managers in the country.

This year will be the 12th 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

cpd accreditation

 

 

 

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Sponsors & partners

Invesco

Schroders

Speakers

  • Ben Lyttleton

    Ben Lyttleton

    British football journalist and author

    Football journalist and author Ben Lyttleton understands what we can learn about the most important aspects of work and life from the world’s most popular sport. In his book Edge: Leadership Secrets of Football’s Top Thinkers, he interviewed some of football’s topvcoaches, including Thomas Tuchel and Ralf Rangnick, to learn how they foster talent and build empathy within a team, help individuals adapt in order to realise their potential, and find power in developing a social purpose. Ben works with football and NBA teams and their coaches to help them develop elite performance and discover their own competitive edge. Through extensive interviews with the biggest names in the game, exclusive behind-the-scenes access to insiders at Premier League giants Liverpool and Chelsea, and a life spent watching some of the most successful (and not-so successful) teams and managers, Ben has developed a comprehensive picture of leadership, teamwork and talent improvement. With his personal connection to some of the biggest names in sport, Ben illustrates the surprising and insightful aspects of leadership and teamwork in football whilst making it relevant and enlightening even to those that aren’t fans of the beautiful game.

Location

Schroders Office, 1 London Wall Place, Barbican, London


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