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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

  • When a decline isn’t the end of the story: planning with joint life second death cover

    11 November 2026

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

    6 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

  • Five checks to run before you trust an AI tool with client work

    12 November 2026

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  • Three common misconceptions about the R05 exam

    9 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

  • UK’s wealthiest donate nearly £8bn to charity

    21 February 2025

    The UK’s wealthiest 1% donate nearly £8 billion to charitable causes, a new report from the Charities Aid Foundation (CAF) has revealed. According to CAF’s High Value Giving report, the UK’s high-net-worth individuals give the equivalent of 0.4% of their combined £2 trillion investable assets. In 2023, these donors gave an estimated £7.96 billion....

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  • Junior ISA sales jump despite economic uncertainty

    20 February 2025

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  • Targeted support for pensions needs to be flexible for success

    13 February 2025

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  • UK economic growth defies expectations but outlook remains uncertain

    13 February 2025

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  • High net worth individuals cut pension contributions

    11 February 2025

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  • UK workers would prioritise saving over spending a bonus

    10 February 2025

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  • Advice firms see turnover jump in 2024, but energy levels remain low

    6 February 2025

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  • BoE slashes interest rate to lowest level since 2023

    6 February 2025

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  • Paraplanners must use AI to their advantage

    3 February 2025

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