Presentations and Resources


Thriving in a changing landscape


Inheritance Tax on Pensions

Josh Croft - AJ Bell

Presentation - Click Here

A Tale of Two Paraplanners

Sam Patterson - Equilibrum

Presentation - Click Here

Work Smarter: How AI is Redefining the Paraplanner's role

Jack Allington - Marloo

Presentation - Click Here


Level Up: Paraplanning in 2026 and Beyond

London Host: Alan Gow, Sophie Brown & Hannah Wynick

Manchester Host: Rajveet Kong, Hannah Wynick, Sophie Brown, Mark Tan, James Mullarkey, & Sam Harvey

How to Forge Ahead

Nick Elston - Forging People

Presentation - Click Here

Cracks in the Core, Rewrapping Client Wealth

Kirsty Anderson- Quilter

Presentation - Not Available

The Human Behind The Numbers: Understanding the Emotional Architecture of Retirement

Dan Haylett - TFP Financial Planning LTD

Presentation - Click Here

Vulnerability, Consumer Duty and Care Advice- Where do I start?

Jacqueline Berry - My Care Consultant

Presentation - Click Here

Contact us

Important Information About The Manchester Event Parking!

The Purely Paraplanning event taking place in Manchester is at the Hyatt Regency Hotel. This venue does not have a complimentary car park. There is a multi storey nearby but this is chargeable. Please take this into account when arranging your travel for the day.