Paraplanning Excellence 2022

1 London Wall Place, Barbican, London

1 November 2022

Paraplanning Excellence - Tuesday 1 November 2022

Paraplanning Excellence - Tuesday 1 November 2022

  • 1 Nov 2022

    Schroders Office

    1 London Wall Place, Barbican, London

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This packed day has been put together in association with Invesco Perpetual and Schroders, two of the most substantial asset managers in the country.

This year will be the 12th annual event bringing together circa 90 investment paraplanners from financial advisory firms across the UK.

The benefits of participating:

  • Strategic engagement - Share best practice 
  • Meet your peers - Networking at the highest level
  • Hear new thinking and explore the latest trends
  • Inspiring insights from external keynote speakers
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you
  • CPD accredited

How does it work?

Paraplanning Excellence is a forum that runs from 8.45am - 5.00pm and made up of a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry;
  • Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities.

Who will be participating?

  • This event will bring together the paraplanners, analysts, technical support etc who support advisers within the financial advisory industry.

What does it cost?

  • This event is free to attend.

For further details please email John Hall @ johnhall@owenjamesgroup.com.   

 CPD accredited event

cpd accreditation

 

 

 

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Sponsors & partners

Schroders

Invesco

Speakers

  • Ben Lyttleton

    Ben Lyttleton

    British football journalist and author

    Ben Lyttleton is a football journalist and author who understands that we can learn the most important aspects of work and life from the world’s most popular sport. In his book Edge: Leadership Secrets of Football’s Top Thinkers, he interviewed some of football’s top coaches, including Thomas Tuchel, Didier Deschamps and Emma Hayes, to learn how they identify, develop and retain talent, focusing on resilience, empathy, and creativity. Ben has worked with leading football and NBA teams and their coaches to help them develop elite performance. His first book Twelve Yards: The Art and Psychology of the Perfect Penalty examined how elite athletes understand and manage their anxiety to perform at their best under pressure - making good decisions and executing tasks while keeping your composure can be trained! He has advised Premier League and national teams on their penalty strategy. Ben has developed a comprehensive picture of leadership, teamwork, talent improvement and performing under pressure and he uses football as the perfect lens through which to improve behaviours and results for leaders in any business. He is also the co-author of the best-selling children’s book series Football School, which uses football to open up the school curriculum and inspire a generation of children to develop a love of reading. Ben works with literacy charities, the Premier League and some of its biggest clubs by using football as a powerful educational force for good. Ben’s latest project is as co-owner of the Danish professional football club, Akademisk Boldklub, known as AB, where he is using his lessons from a career in football to gain an edge for his team.

Location

Schroders Office, 1 London Wall Place, Barbican, London


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