The Personal Finance Society (PFS) has unveiled the upcoming Purely Paraplanning 2025 event, aiming to equip participants with essential insights into the evolving paraplanning landscape. Set to take place in central London on May 7, the conference boasts a comprehensive program curated to address key industry topics such as inheritance tax modifications, sustainability, vulnerability, and personal growth.

This year’s event will be led by distinguished members of the PFS Paraplanning Panel, including Luke Sparkes, the recipient of the 2024 Professional Paraplanner of the Year award, and Zara Okoro, known for her dedication to fostering innovation and collaboration opportunities for paraplanners within the financial planning sphere. Noteworthy keynote speakers like coach Rebecca Timmins, specializing in enhancing client value and firm culture, and Chartered financial planner Zoe Taylor, recognized for her adeptness in blending technical expertise with interpersonal skills, are set to grace the event.

With an agenda featuring sessions on reevaluating assumptions for self-investment, reshaping traditional wealth accumulation narratives, and a panel discussion on achieving success in paraplanning, the event promises nearly 7 hours of Continuous Professional Development (CPD) credits. Moreover, attendees will have ample networking opportunities to engage with industry peers and experts, further enriching their professional acumen.

Alan Gow, Chair of the PFS Paraplanning Panel, expressed enthusiasm for delivering a conference tailored to support the professional growth of paraplanners amidst the dynamic industry landscape. He emphasized the importance of staying abreast of emerging trends to empower paraplanners in providing outstanding service to their clients.

Registration for the Purely Paraplanning 2025 event is complimentary for Personal Finance Society members and their guests, offering a platform for professionals to enhance their skills and contribute to the advancement of the paraplanning sector. As the financial industry continues to evolve, events like this serve as essential forums for knowledge exchange and skill development, ensuring practitioners are well-equipped to navigate the complexities of modern financial planning.