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  • Indian equities – is investor sentiment turning a corner?

    13 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

  • Timing is everything: planning gifts around the IHT 14-year rule

    13 November 2026

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

    11 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

  • How Consumer Duty affects the lending market

    2 August 2023

    Consumer Duty marks a mindset shift for financial institutions, with firms wanting to be perceived as looking after their customers rather than loan predators, says risk decision solution provider Provenir The Duty sets out higher and clearer standards of consumer protection across financial services and requires firms to put their customers’ needs first. Frode...

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  • Defaqto acquires tax-advantaged product provider MICAP

    27 July 2023

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  • Will Consumer Duty drive up client fees?

    25 July 2023

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  • Reaction to Chancellor’s Mansion House pensions proposals

    11 July 2023

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  • US and Europe – two-speed economies

    11 July 2023

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  • PFS appoints new board members

    10 July 2023

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  • James Hay goes live with Origo Unipass Letter of Authority

    29 June 2023

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  • ChatGPT – first signs of threat to advice firms?

    28 June 2023

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  • Bitter economic pill we will have to swallow

    27 June 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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