Paraplanning Excellence - November 2025

Paraplanning Excellence is a full day forum of high-level investment briefings and industry updates for UK paraplanners, curated in association with Invesco Perpetual and Schroders, two of the country’s leading asset managers.

In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time-efficient manner.

Who will be in the room?

This year will be the 15th annual event bringing together investment paraplanners, analysts, technical professionals who support advisers within the financial advisory industry across the UK.

What does it cost?

• Participation is by invitation only, there is no fee to attend and is CPD accredited

Benefits of attending - how the event is shaped

• Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships

• Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, lunch, and post-event drinks to keep the ideas (and the good times) flowing

• Visionary inspiration – hear from brilliant keynote speakers who knows everything about the latest industry news and innovations

• Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you

Get ready for a day like no other - where investment paraplanners, analysts, and technical specialists come together for insightful discussions, keynote sessions, and high-level investment briefings.

Curious? Intrigued? Dive into the full agenda below!

If you would like to receive an invite, use the form below or for more information please get in touch with @John Hall