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The Assemblies are...

Informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

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From the blog...

What’s on our research and analysis tools list?

Did you nearly get RSI writing down all the research and analysis tools paraplanners rate in this online assembly? If you missed a few or just couldn’t keep up, you are in luck as we have popped them all down here. … Continued

Starting out in paraplanning: The follow up

The online assembly about starting out in paraplanning proved so popular, we didn’t have time to answer all the questions people raised in the hour. So, experts Caroline Stuart, Tony Bates and Benjamin Beck, kindly got together after the show … Continued

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

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