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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

  • Consumer Duty will never be ‘done’

    5 August 2025

    Two years on from Consumer Duty advice firms must recognise their response will never be ‘done’, says Michael Shand, Managing Principal at financial services consultancy, Capco. Two years on, Consumer Duty has clearly been a positive step for both the financial services industry and consumers. Customer outcomes are now firmly embedded in the regulatory...

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  • Almost two in five savers plan to switch to fixed-rate accounts to beat interest rate cuts

    31 July 2025

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  • Dynamic Planner launches new podcast for advice industry

    29 July 2025

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  • Advisers call for a more relaxed regulatory environment to grow business

    24 July 2025

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  • Gender advice gap still in existence amid Great Wealth Transfer

    24 July 2025

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  • Client segmentation linked to more structured due diligence amongst advisers

    22 July 2025

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  • New survey reveals barriers preventing more women entering the personal finance sector

    22 July 2025

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  • FCA urged to recognise the importance of basic advice in bridging UK advice gap

    20 July 2025

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  • Firms must do more to support vulnerable customers

    17 July 2025

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