Stamford Specialist Regional Roadshow | Purely Paraplanning | 2022

Our 2022 Purely Paraplanning conferences promise a line-up of superb industry speakers covering a broad programme of highly topical key presentations. These events will grow your knowledge, count towards your annual CPD and deliver on our pursuit of driving up professional standards across the paraplanning sector.

There will also be plenty of opportunities to network with both your peers and speakers throughout the day and lunch will also be provided.

Join us as we explore these topical areas, providing practical planning points and actions to support advisers in continuing to deliver better consumer outcomes.

A detailed and finalised agenda will be available approximately 6 weeks before the start of each round of events. You can view the programme by visiting this page, and also 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 be sure to register now to secure your free place at this event. Attendance is complimentary for Personal Finance Society members and guests. 

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

Please note as a PFS member, you are permitted to attend one event in each series at your preferred location.  If you would like to attend more than one and take the opportunity to be a partner, please contact our Partnerships Team for more information. 

Non-members are welcome to attend their first event free of charge.  After this, we will contact you about joining the PFS to be able to access further events and services. 

Delegates from our recent events said;

‘A first-class event and selection of speakers. Thank you.”

“A well organised, informative event with an excellent blend of topics.”

“Excellent. Extremely informative and educational.”


08:45 - 09:30 Registration

09:30 - 09:40 Chair's Introduction

Speaker: Martin Green, Chadney Bulgin LLP

09:40 - 10:15 Retirement Income Planning – Risk management for both client and adviser

With last year’s focus on investment (retirement) pathways from the FCA this session looks at managing the range of risks faced by both client and adviser in retirement planning, including longevity and sequencing risk, via a Central Retirement Proposition.


Learning Objectives:

  • Update on the changing retirement landscape
  • Consider managing the range of risks presented
  • Consider investment data – managing investment risk
  • Managing a flexible income strategy to maximise risk protection

Speaker: David Mulholland, Brooks Macdonald

10:15 - 10:50 Times they are a changin’

The past few months have been tough for investors, and with market volatility and inflation expected to stay higher for longer, it seems as though the investment environment will be challenging going forward. Everyone loves a nice, bold prediction - how quickly GDP will grow, where interest rates will be in a year, or when the market will crash. Yet the “experts” rarely get it right, and even when they do, it’s not clear that macro-level forecasts are useful in making better investment decisions. Who knows what will come next? Who knows what the drivers of change will be? What we do is that in times of historical volatility, the benefits of diversifying portfolios have shone through. In this presentation we start by exploring forecasting over a few decades to demonstrate a valuable lesson - sadly forecasts don’t predict. We can’t predict an uncertain future, but we can plan for it. This session will highlight the benefits of diversification and outline a few diversification characteristics to be aware of so that you can ensure your client’s portfolios are best placed to navigate through change.

Learning outcomes:

  • Explain the challenges of forecasting and the poor track record of professional forecasters
  • Understand the benefits of diversification
  • Identify value and growth investment styles

Speaker: Ben Moxon, Orbis Investments UK Ltd

10:50 - 11:10 Morning Break

11:10 - 11:45 Retirement Reviews

As a paraplanner, there is a huge focus on putting a robust retirement plan together for a client based on all the information on file and the most efficient way to meet the objectives. But it’s not just about the hard data - it’s also about understanding the characteristics of the client, their need for flexibility and a range of retirement goals. And it doesn’t end after the initial plan has been put in place…. The Personal Finance Society’s Good Practice Guide on Income Drawdown states that ‘firms should scope out, document and follow a defined process that is able to evolve. It must include a process to cover the onboarding of new clients and a robust review for existing clients’. As a paraplanner, can you identify what has changed from both personal and financial perspectives? Does the file give you enough to show the full picture? There’s a lot to include. For example, whilst consumer vulnerability is not limited to those in later life, there tend to be some elements that present themselves more as people get older. Have all of the facts been elicited? What does that mean in terms of changing the original plan? In this session, we’ll look at a number of ideas as well as industry guidance to show how to review a client’s plan throughout retirement and into later life. We’ll also consider what the regulation tells us about service design and segmentation to ensure that the process remains aligned to each client.


Learning Objectives

By attending this session, you will be able to:

  • Examine the key factors in a review process
  • Discuss key industry guidance on good practice relating to pension reviews
  • Recognise the impact of health and ageing

Speaker: Karl Steadman, Just Retirement

11:45 - 12:20 The Monopoly of markets - a game of chance or strategy?

At this time of huge uncertainty, we are aware that a comprehensive and up to date analysis of what’s happening in the markets is essential for paraplanners. James will be presenting a macro outlook with a monopoly theme running through the presentation, focusing on three key themes; geopolitics, central bank policy and inflation. We will uncover the investment approaches that we believe will achieve ‘board domination’.


Learning objectives

Speaker: James Bird, Fidelity International

12:20 - 13:00 Confident, constructive and challenging conversations

Challenging conversations are usually with important people over things that matter. They have the potential to strengthen or weaken a relationship and need to be handled with skill and care. Whether it’s putting across a different point of view, upholding professional standards or simply managing expectations, this session will cover how to rock the boat without falling out.

By the end of the it, participants will be able to:

  • Recognise the key principles underpinning effective challenging conversations
  • Apply relationship-strengthening strategies
  • Use phrases to challenge advisors on incomplete files and recommended course of action or advice
  • Use confidence-building tips to deal with challenging professional situations 

Speaker: Melissa Kidd, Motem

13:00 - 13:40 Lunch

13:40 - 14:15 Trust Registration Service – what’s it all about?

  • What is the Trust Registration Service?
  • What trusts need to be registered?
  • Which trusts don’t need to be registered?
  • How does the TRS apply to trusts of life policies and pension plans?
  • What information needs to be provided?
  • What are the time limits?
  • How can I arrange for trusts to be registered?

Speaker: Nick Edwards, Trust Support Services Ltd

14:15 - 14:50 Paraplanner Practitioner Panel

This session will feature practising Paraplanners on stage sharing their own experiences in what works to make them effective Paraplanners. There will be opportunities for the audience to interact and participate with Q&A.

Speaker: Emma Davey, Tilney Speaker: Jessica Baxter-Bridle, Rathbone Group Speaker: Michelle Wilson, Eparaplan

14:50 - 15:00 Chair's close


CPD CII Scheme
PFS Accredited 4h 10min

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.


Martin Green

Chadney Bulgin LLP

James Bird

Fidelity International

Karl Steadman

Just Retirement

David Mulholland

Brooks Macdonald

Ben Moxon

Orbis Investments UK Ltd

Nick Edwards

Trust Support Services Ltd

Emma Davey


Jessica Baxter-Bridle

Rathbone Group

Michelle Wilson


Melissa Kidd



Peterborough Marriot

Tesla Court Peterborough Business Park
Lynch Wood

Partners in professionalism


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 Conference office at 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 in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office 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 to clarify this.

Please click here to view the schedule of forthcoming Conferences, regional 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 Conference Office at after the Conference and we will send you the presentation slides.

The dress code is business attire.

We are delighted to be returning to face-to-face events and want to reassure you that the health and safety of our staff and members are our priority and we remain committed to making your experience as safe and enjoyable as possible.

Whilst restrictions have now been lifted, we will still be recommending important procedures and will be working together with the venues, to ensure a safe and successful return to physical events. We ask you to please follow these guidelines, where possible to ensure a safe environment for all attending.

  • Please do not attend events, if you have any COVID symptoms, please click here for up to date NHS information
  • Take a lateral flow test on the morning of the event, allowing at least 30 minutes for accurate results.  Please click here to order directly from the NHS website.
  • Please check in via the NHS track and trace app, on arrival
  • Encouragement of wearing facemasks in public areas (unless seated)

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