Big Day Out 2022

Financial planning
New to paraplanning
Personal development
Team management
Self certified

Thursday 15th September 2022


FarmED, Station Road, Shipton-under-Wychwood, Oxfordshire, OX7 6BJ



For the first time in three years paraplanners from all over the country were able to gather for real for the Paraplanners Assembly’s Big Day Out at FarmED near Chipping Norton in Oxfordshire on 15 September 2022.

Learning objectives

We opted for a blend of small group sessions – which we called Crop Rotations – and all-together sessions.

Crop rotations: Morning

For the pre-lunch sessions, we split the Assembly into three groups: Barley, Oats and Wheat.

Participants were assigned to a group and each group rotated around the three topic sessions. Conversations in each topic session were facilitated by hosts and experts. Each session lasted for 45 minutes. The topic session for rotations 1, 2 and 3 were:

What will consumer duty mean to you?

Experts: the lang cat’s Mike Barrett and Mel Holman from CATS.

The art of challenging conversations

Expert: Becca Timmins from Time to Think and Emery Little led a session on challenging conversations.

Pep up your paraplanning processes

Experts: LIFT Financial’s Jonny Stubbs and Chris Baigent-Reed from Jigsaw Tree.

After lunch, participants were assigned to a NEW group: Apples, Cherries, Pears or Plums.

That’s because we combined two groups for the session on report writing but – by the miracle of organisation – ensured each group gets a technical Q&A all to itself. So the topics for rotations 4 and 5 were:

Technical Q&A

Panellists: Les Cameron and Neil MacLeod from M&G Wealth, and Transact’s Brian Radbone and Barnett Waddingham’s James Jones-Tinsley.

Three things that get in the way of clear, compliant and client-friendly report writing

Experts: Melissa Kidd of Motem with Mel Holman from CATS.

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Mike Barrett
the lang cat

Mike is a driver and survivor of platform mergers, migrations and RDR and held senior roles at Skandia and Old Mutual Wealth. He now works with platforms, advisers, banks and asset managers to help them create and communicate in a way that’s a little less corporate and a little more human.

Chris Baigent-Reed
Jigsaw Tree

Over the last 25 years, Chris Baigent-Reed has earned a stellar reputation as a dedicated and passionate Financial Services specialist.

As the founder and business owner of Jigsaw Tree, Chris always looks to achieve the best possible outcome for her clients and ensures they are always the key priority. Her honest approach is seen throughout the firm's delivery of its services to the advice firms it works with.

Les Cameron
M&G Wealth

Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.

A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.

Sian Davies Cole
Plan Works

Sian is a chartered paraplanner and director at Plan Works. She's also co-founder and mentor at The Paraplanner Club and a CISI Paraplanner Interest Group member.

Mel Holman

Mel is a certified and chartered financial planner and has worked in the field of compliance for over 20 years. Mel is Director and founder of CATS. Mel formed CATS in 2005 after realising that Financial Advisers firms had a need for a Compliance Support company that rolled up their sleeves and got involved to take away the stress of managing a business whilst ensuring they were complying with the regulator.

James Jones-Tinsley
Barnett Waddingham

James graduated from Leeds University in 1990 with a degree in Economic History. James qualified as an Associate of the Pensions Management Institute in 1994 and became a Fellow in 2004. He is also a qualified Chartered Financial Planner and an Associate of the Personal Finance Society. During the 13 years prior to joining Barnett Waddingham in 2015, James held pension technical roles with two Yorkshire-based firms of Independent Financial Advisers.

Melissa Kidd

Melissa has a wealth of experience in the financial services sector – built up largely through working with the Chartered Insurance Institute (CII) since 2012.

She has spoken at a number of HSBC conferences on the subject of successful networking, BIBA conference on 'Personalities and Persuasion' and CII Network Conference on 'Making yourself memorable' and the Personal Finance Society's Purely Paraplanning Conference on 'The Three Habits of Highly Effective Paraplanners' and 'How to make your communication stick' and 'How to get faster responses without chasing'.

Sarah Lees

Sarah is a Chartered Financial Planner and Fellow of the CII/PFS and am currently working as a Senior Paraplanner at Mazars Financial Planning in Poole. She has been working as a paraplanner for more than six years and have extensive knowledge in investments, pensions, trusts and estate planning.

Kimberley Malin
Four Oaks Financial Services

After amassing great experience since 2013 as an Administrator with Four Oaks, Tilney and Plan Works, Kimberley returned to Four Oaks in June 2021 and, in January this year, was appointed as a junior paraplanner –her first role entirely dedicated to paraplanning.

Brian Radbone

Brian has been in the financial services industry for over 35 years. He joined Transact in December 1999 shortly before its launch. Here he
provided input into the development the tax wrapper functionality on the system whilst establishing a technical tax support function for financial advisers. He is now responsible for the team providing support to both advisers and the business.

Jonny Stubbs
LIFT Financial

Jonny has gained nearly 20 years experience in Financial Services from a number of different roles in advising, compliance and paraplanning (both in house and outsourced). Jonny currently heads up the team at LIFT-Financial in Cheshire. Jonny is passionate about all things financial planning, with a particular interest in how technology can be used to drive efficiencies and better communication with clients.

Becca Timmins
Time to Think

Coach and facilitator Becca Timmins has not only worked as a paraplanner in the past but – these days – is director of operations at financial planning practice Emery Little.

Event resources

Useful links

Here are all the links you’ll need from the Big Day Out 2022…

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