This week I attended the CISI Paraplanning Conference #paraconf19 held in the swish surroundings of the Crowne Plaza Hotel in Stratford-Upon-Avon (don’t worry I’m not about to fill this column with Shakespearean puns).

A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.

Spaces were said to be filling fast for Dynamic Planner’s Training Academies with some locations already full. 

The news this week that 21-year-old Declan Healy has graduated from the PFS apprenticeship scheme with a distinction - the first time the highest honour has been achieved - is immensely encouraging for two reasons.