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  • Defaqto launches new compliance hub for advisers

    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

  • Wage growth could affect State Pension and rate cut decision

    18 July 2024

    The state pension could rise to more than £12,000 next April under the Government’s triple lock guarantee, after wage growth reached 5.7% between March and May this year. Under the triple lock guarantee, the government is committed to increasing the state pension every year by the highest of earnings growth, inflation or 2.5%. While...

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  • Advice firms not ready for the Great Wealth Transfer

    17 July 2024

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  • Consumer Duty has changed advice firms’ operations

    16 July 2024

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  • Defaqto acquires RSMR to give access across Fintel client base

    16 July 2024

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  • PIMFA publishes 5-year agenda for UK Culture of Thriving Financial Health  

    16 July 2024

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  • Age divide on financial planning prospects post election

    15 July 2024

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  • Diversity Project launches 2025 Pathway Programme

    12 July 2024

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  • Advice firms in an AI-driven world – conference report

    11 July 2024

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  • Most customers not seeing Consumer Duty effect

    10 July 2024

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