Purely Paraplanning: Collaboration, content and connections

Our 2023 Purely Paraplanning: Collaboration, content and connections, is a brand new approach to bringing together the entire PFS paraplanning community, in a one off national event created by Paraplanners, for Paraplanners. This is a first for  PFS paraplanners and our panel of practitioners can’t wait to see you there! 

Purely Paraplanning: Collaboration, content and connections will feature a line-up of superb industry speakers covering a wide range of insightful topics which are relevant to paraplanners in 2023. This event is the opportunity to grow your knowledge, whilst meeting your CPD requirements and will deliver on our pursuit of driving excellence across the paraplanning sector.  

Providing a friendly space to network with your community of PFS paraplanners, share planning tips with peers and learn from one another is imperative to this event. Attendance will support your growth and personal development within your organisation, and our panel of paraplanners urges you to join them – and us – for a day to remember!  

Refreshments and lunch will be provided. Attendance is complimentary for Personal Finance Society members and your guests; you are also very welcome to bring a colleague or guest too! Registration is now open and you can secure your free place now. 

A detailed and finalised agenda will be available approximately 6 weeks before the event. You can view the programme by visiting this page and by downloading the PFS Conference App. We highly recommend you download the PFS Conference App prior to this event, to ensure you the best experience onsite. 

Join the conversation on twitter and we’d love to get your thoughts afterwards in our dedicated Paraplanning community on LinkedIn. This provides an ongoing space to chat with other paraplanners and get to you know fellow members better (note, membership of the community is free, but you must apply to become a member). 

We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at regionals@thepfs.org


10:00 - 10:30 Registration

10:30 - 10:35 Chair Introduction

10:35 - 10:50 Word Cloud Activity

10:50 - 11:25 Navigating the Storm: Shipwrecked, or calmer seas ahead?

In 2022 we witnessed a confluence of shocks, a year that consisted of several headwinds including geopolitical issues, deglobalisation, high inflation, tightening monetary policy, fiscal constraints, and slowing growth. The impact of the events that have unfolded last year will be felt long into the next one. From a financial perspective, a chief change has been the shift in monetary regime, from one supportive of global markets to one with a focus on taming inflation. With ongoing market volatility, we aim to highlight how investors can navigate their way through these choppy waters and will focus on some of the trends expected to dominate the markets in 2023.

- Explain the three big macro-economic shocks that defined 2022

- Recognise the investment opportunities in the UK, the US and China

- Understand why fixed income and alternatives could be an attractive addition to an investment portfolio in 2023

Speaker: Elliot Date, Fidelity International

11:25 - 12:00 Investing Where Fiduciaries are in Place

Many advisers with older clients can find themselves dealing with fiduciaries, typically attorneys appointed under an LPA or EPA (in England) or Continuing Power of Attorney (Scotland). When it comes to attorneys and investments for estate planning, including Business Relief (BR), issues around advising the Court of Protection, suitability and potential conflicts of interest may come in to play. In this session, Puma will look at these and other related matters with reference to specific legal cases, highlight best practice and discuss ways that BR Investments might be made by attorneys.

- Summarise guidelines in place along with the allowances for tax free gifts  

- Define duties and responsibilities of fiduciaries when discussing investment decisions

- Appreciate where business relief investments may be made by attorneys and key points to consider

12:00 - 12:20 Conversations Over Coffee

12:20 - 12:55 Session TBC

Speaker: Kirsty Anderson, Pru

12:55 - 13:30 Session TBC

13:30 - 14:10 Lunch

14:10 - 14:55 How to Build Stronger Relationships Using NLP

When we truly appreciate what is important to others it becomes so much easier to deliver and meet their expectations. Join us for this whistle stop tour where Caroline will introduce us to Neuro Linguistic Programming (NLP). We will explore how NLP can help us to understand ourselves and others to communicate more effectively, build stronger relationships and achieve better results.

- An introduction into NLP
- An explanation of the NLP Communication Model
- An overview of Values
- An exploration into questions to gain clarity and build stronger relationships

Speaker: Caroline Martin, Enabling Wings

14:55 - 15:30 Age 75 – What Your Clients Need to Know

When it comes to pensions, reaching age 75 is an important milestone and for many this is a vital time for financial advice. It is therefore important to plan for this event in advance. This is due to the changes in tax relief and the taxation of death benefits after age 75 as well as the potential lifetime allowance tax charge which could apply at age 75. This presentation, using case studies, discusses how tax relief on pensions changes at age 75 as well as the potential advantages and disadvantages of retaining uncrystallised benefits after age 75. We give a reminder of the benefit crystallisation events occurring at age 75 and use examples to bring these to life. We also talk about trusts set up to receive death benefits and whether reaching age 75 affects the reasons for setting these up. Pensions flexibility brought in many changes and one of the biggest was the change to the taxation of death benefits so we talk about how reaching age 75 impacts death benefits and intergenerational planning. The Consumer Duty is particularly relevant when advising older clients or dealing with clients who have suffered a bereavement so this is considered throughout the presentation.

- Explain how tax relief on pensions changes at 75 

- Describe how the main BCEs work at age 75 

- Explain how death benefits differ before and after age 75 and if you should take uncrystallised benefits before age 75 

- Identify whether trusts set up to receive death benefits are still relevant after age 75 

Speaker: Fiona Hanrahan, Royal London

15:30 - 15:50 Conversations Over Coffee

15:50 - 16:25 Session TBC

16:25 - 17:00 Practitioner Panel

Speaker: Christina Georgiou, Argonaut Paraplanning

17:00 - 17:05 Chair Close

17:05 - 18:00 Drinks & Networking


CPD CII Scheme
PFS Accredited 5h 5min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.


Elliot Date

Fidelity International

Kirsty Anderson


Caroline Martin

Enabling Wings

Fiona Hanrahan

Royal London

Christina Georgiou

Argonaut Paraplanning


Hilton Manchester Deansgate

303 Deansgate
Greater Manchester
M3 4LQ


Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society events team at regionals@thepfs.org and we can check your records. 

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service soon. 

Please note that you MUST sign in at the conference for all sessions you attend for the events team to validate your attendance. 

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.

If you are unable to download your CPD Certificate after 48 hours, please email regionals@thepfs.org to clarify this.

Please click here to view the schedule of forthcoming events and what CPD sessions will be covered. 

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the event team at regionals@thepfs.org after the conference and we will send you the presentation slides. 

The dress code is business attire.

Whilst restrictions have now been lifted we would ask you to not attend events if you have any COVID symptoms. 

Please click here for up to date NHS information 

Whilst social distancing is not a government recommendation, we will be limiting capacity at events, to allow additional space around the venue.  Please book now to secure your place, these will be available on a first come, first served basis. 

We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at regionals@thepfs.org