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  • IFAD launches rural climate adaptation bond at COP31

    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

  • VouchedFor launches new membership tier to boost advisers’ online profile

    14 July 2026

    VouchedFor has launched a new membership tier to help advisers boost their online visibility. The new enhanced membership Verified+ is designed to help advisers better showcase their expertise, specialisms and client experience through a range of new profile enhancements and marketing tools. Features include AI generated summaries based on client reviews, searchable expertise tags,...

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  • UK political uncertainty impacts financial happiness

    14 July 2026

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  • Who would want to be a winner in the world cup?

    6 July 2026

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  • What does Starmer’s resignation mean for markets and investors?

    22 June 2026

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  • UK financial happiness proves resilient

    21 June 2026

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  • Advice firms turn to aggregators to bridge data gaps

    18 June 2026

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  • Bank of England holds interest rates at 3.75%

    18 June 2026

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  • Inflation unexpectedly holds steady in May

    17 June 2026

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  • UK economy shrinks by 0.1% in April

    14 June 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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