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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

  • Latest intelliflo report reflects advice access issues

    18 November 2023

    Access to financial advice in the UK remains skewed by a host of factors including age and gender, with more needed to be done to reach people across geographical locations, according to Intelliflo.  New research by the adviser technology provider found married men over 50 are the main recipients of financial advice, accounting for...

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  • Conservative vs Labour Party election win: UK investment opportunities

    17 November 2023

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  • New Pensions Minister appointed

    16 November 2023

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  • Financial stress work absences costing UK c.£10bn

    16 November 2023

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  • Fifth of people wouldn’t seek advice even if free

    15 November 2023

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  • Adviser to client ratio set to widen as market consolidation continues

    14 November 2023

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  • Industry awaits next pensions minister

    14 November 2023

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  • Consumer Duty fair value exercise prompts advice fee changes

    13 November 2023

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  • Clients growing more worried about financial wellbeing

    11 November 2023

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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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