The Personal Finance Society (PFS) has unveiled the details of its upcoming Purely Paraplanning 2025 event, aiming to provide attendees with insights into the evolving paraplanning landscape. Scheduled for Wednesday, May 7th, in central London, the conference will feature industry experts delving into crucial topics such as inheritance tax changes, sustainability, vulnerability, and personal development.
Leading the event will be Luke Sparkes, the 2024 Professional Paraplanner of the Year, and Zara Okoro, dedicated to fostering innovation and collaboration among paraplanners to enhance the financial planning process. The lineup of keynote speakers includes Rebecca Timmins, a coach assisting financial planning firms in delivering exceptional client value, and Zoe Taylor, a Chartered financial planner renowned for her adept combination of technical expertise and soft skills.
The sessions planned for the event encompass a diverse range of topics, including “Rewriting your assumptions – a paraplanner’s guide to self-investment,” “Rewrapping client wealth – rewriting the traditional wealth-building story,” and a panel discussion on succeeding in paraplanning with the PFS Paraplanning Panel.
With nearly 7 hours of CPD on offer and ample networking opportunities, the 2025 PFS Purely Paraplanning event aims to empower professionals to elevate their skills and drive excellence within the paraplanning sector. Alan Gow, Chair of the PFS Paraplanning Panel, expressed enthusiasm for the conference, emphasizing the importance of staying abreast of industry developments to offer top-notch service to clients.
Registration for the event is free for Personal Finance Society members and their guests, providing a valuable opportunity for paraplanners to enhance their knowledge and capabilities in response to the dynamic nature of the sector. The event is structured to equip attendees with the tools and insights necessary to succeed and deliver exceptional service in a rapidly evolving financial landscape.
In a world where financial planning is becoming increasingly complex and multifaceted, events like Purely Paraplanning 2025 play a vital role in equipping professionals with the knowledge and skills needed to navigate the challenges and opportunities present in the industry. As the financial services sector continues to evolve, staying informed and continuously upskilling is essential for professionals to thrive in their roles and deliver value to their clients.
The Purely Paraplanning 2025 event represents a significant opportunity for paraplanners to engage with industry experts, network with peers, and gain valuable insights that can enhance their professional practice. By offering a platform for learning, collaboration, and skill development, events like these contribute to the ongoing growth and advancement of the paraplanning profession.
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