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    3 November 2026

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Latest profiles

  • Professional Paraplanner Awards 2026 – read the full supplement

    1 September 2026

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  • How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership

    29 June 2026

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Most viewed profile

  • From paraplanner to Plannerpal

    6 January 2025

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Latest Technical Zone

  • Closing a client’s company? 5 checks for paraplanners

    3 November 2026

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  • Being an executor: An honour and a responsibility

    2 November 2026

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Most viewed Technical Zone

  • How higher earners can use gilts for tax-efficient ‘savings’

    11 February 2025

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Latest developments

  • How AI is really changing paraplanning

    2 November 2026

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  • Pay it forward: What mentorship is for

    30 October 2026

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  • Exam focus: What order to take your CII exams?

    14 January 2025

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Latest magazine editions

  • 2025 AWARDS Reviewed – Winner interviews, pictures, profiles

    18 December 2025

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  • 2024 Professional Paraplanner Awards – Celebrating this year’s winners

    7 October 2024

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  • Professional Paraplanner Awards 2023

    15 August 2023

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Latest events

  • Autumn Budget delivered – but what does it all mean? Join us for our post-Budget webinar

    28 October 2026

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  • Join us in Reading for our final Technical Insight Seminar of 2026

    21 October 2026

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  • A post-Budget debrief with Paul Squirrell

    12 October 2026

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Latest - Behavioural Finance

  • Horror movie tactics easier to spot than investment warning signs

    1 November 2026

    Investors are almost twice as likely to spot pressure tactics in horror films as they are when those tactics are used to promote an investment opportunity, new research from the Financial Conduct Authority has revealed. Two thirds (65%) of 18 to 40-year-olds who own or are considering investments spotted ‘this is your only chance’...

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  • Inheritors making major financial decisions before they are ready

    28 October 2026

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  • Menopause impacts women’s long-term financial wellbeing

    22 October 2026

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  • Three in 10 HNWIs would consider leaving the UK

    21 October 2026

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  • Quarter of adults would invest £50,000 without financial advice

    19 October 2026

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  • London is UK’s AI finance capital

    12 October 2026

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  • Financial happiness at highest level since November 2024

    6 October 2026

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  • 8.6 million unadvised UK adults sitting on £1.61 trillion

    1 October 2026

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  • One in four Brits have acted as an executor but majority unprepared for the role

    1 October 2026

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Professional Paraplanner

© Research in Finance Ltd 2026
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Professional Paraplanner is a monthly magazine and web site aimed at Paraplanners, Financial Technicians, Administrators and Investment IFAs and other professional investors in the UK.

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