Booking now...
The Assemblies are...
Informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.
Sign up for the post
Would you like to stay in touch with news and events? Then just add your details below.
We’ll use your details to keep you posted on our events and news. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy for details of how we will process your personal information.
From the blog...
Behavioural science for Paraplanners and how online meetings can help build client relationships
In November, Susan Pringle was joined by Dr. Tom Mathar of Aegon UK to explore behavioural science. You can watch the replay here. We enjoyed the Online Assembly so much that when the team at Aegon shared an article about … Continued
More on stochastic modelling
Our first online assembly for 2021 was kicked off when Patrick Ingram (PI) from Parmenion ‘popped in’ to answer our questions on stochastic modelling. You can watch the episode here. However, it turned out you are all massive fans of this topic … Continued
The low down on the active vs passive debate
On 16 December, we were joined by Jasper Thornton-Boelman (JT-B) from Parmenion, Toby Gibb (TG) from Fidelity International and Ben Kumar (BK) from 7IM to discuss active, passive and multi-asset investment approaches and their relative merits. You can watch the … Continued
Supported by...
