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    11 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

  • Pension and Inheritance Tax post April 2027: looking beyond the first death

    6 November 2026

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

    3 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

  • Three common misconceptions about the R05 exam

    9 November 2026

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  • PFS puts out a call to paraplanners

    6 November 2026

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Most viewed development

  • 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 - Industry/Economy

  • Human advice trumps artificial intelligence

    3 September 2025

    Human advice remains in greater demand than artificial intelligence, new research from Unbiased has revealed. According to the advice platform, three quarters (74%) of those seeking financial advice are open to an adviser-led model, compared to just 6% who would choose an AI platform alone. Its research found that 40% would only be open...

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  • Research highlights industry’s barriers to entry

    3 September 2025

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  • Comment: Propelling UK financial services to new heights

    2 September 2025

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  • Targeted support must ‘complement not cannibalise’ the advice market

    31 August 2025

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  • Wealth exodus predicted to continue despite FIG changes

    29 August 2025

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  • Tight budgets hinder advisers’ marketing efforts

    28 August 2025

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  • FCA receives nearly 5,000 fake FCA scam reports

    28 August 2025

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  • intelliflo acquisition sets up further overseas expansion

    28 August 2025

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  • Financial independence tops parents’ hopes for children

    26 August 2025

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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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