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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As a relatively new role within financial services, it’s today’s paraplanners that have worked hard to define and establish the profession.

How do we build on this?

Learning objectives

In this session we covered…