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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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  • 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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  • 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

  • Royal London encrypts bulk email communications with Mailock

    2 October 2023

    Royal London has implemented bulk encrypted email automation via Mailock, the secure email service from Origo and Beyond Encryption. Developed by Beyond Encryption, Mailock is a highly effective way for financial professionals to communicate with clients. There are over 50,000 financial advisers already utilising the solution, frictionlessly facilitated by Origo’s Unipass Identity, which is...

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  • Cathi Harrison’s Verve Group expands with adviser business software launch

    28 September 2023

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  • What action can we take to protect pension holders from scams?

    27 September 2023

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  • Advice firms plan rationalisation of tech stacks

    27 September 2023

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  • Could latest ONS borrowing data lead to potential tax reform?

    23 September 2023

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  • Online Safety Bill applauded by financial services industry

    23 September 2023

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  • Bank of England holds rates but remains in economic ‘quandary’

    21 September 2023

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  • Stick or twist – which way for the BoE on interest rates?

    20 September 2023

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  • Concern around financial decision-making of vulnerable relatives

    19 September 2023

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