The future of effective paraplanning, engineered for success

PARAPLANNER SKILLS DAY

Dimensional UK, 20 Triton Street, Regent's Place, London, NW1 3BF
Tuesday 16 June 2026
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ABOUT THE DAY

The Paraplanner Specialist Skills Day is a dedicated event designed to inspire, upskill and connect paraplanners at every stage of their careers. This one-day event brings together leading industry experts to deliver practical insights and real-world expertise on the topics that matter most to today’s paraplanners.

Through a series of focused sessions, attendees will explore engaging client scenarios, learn how to navigate AI safely and responsibly and gain updates on key developments in pensions and estate planning. The programme will also address effective communication strategies to strengthen relationships between clients, advisers and paraplanners, and much more.

MEET OUR SPEAKERS

Melissa Kidd

Melissa Kidd

Motem

Steven Rowe

Steven Rowe

Chartered Financial Planner, FPFS

Lucent Financial Planning

Harriet Meyer

Harriet Meyer

AI for Media

David Swanwick

David Swanwick

Dimensional

Steven McBurnie

Steven McBurnie

CFP™ APP Chartered FCSI (Financial Planning)

RBC Brewin Dolphin

Chair of the CISI Paraplanning Forum

Jacqueline Lockie

Jacqueline Lockie

CFP™ APP Chartered FCSI (Financial Planning)

Lockie Consultants

Les Cameron

Les Cameron

M&G

David Cole

David Cole

Unity Paraplanning

CISI Paraplanner of the Year 2025

SOCIAL & NETWORKING

Beyond the learning, the event offers valuable opportunities to network with peers, exchange ideas and build lasting professional connections in a supportive and collaborative environment.

Register now to take part in a day of focused learning, inspiration, professional development and meaningful conversations. Leave with practical skills you can apply immediately in your role.

Pricing Options

GET YOUR TICKET

CISI members
£45
Non-members
£55

Need any help?

For any questions about tickets or group bookings, please contact us.
Discounts are available for group bookings of 3 or more.

With thanks to our partner for this event