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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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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

  • LIBF becomes subsidiary of IU Group

    14 June 2023

    German tech group IU Group has acquired the London Institute of Banking & Finance. According to LIBF, the purchase was made official on 31st March 2023 and takes effect immediately. IU Group is Europe’s largest edtech company and owner of the private IU International University of Applied Sciences. LIBF said it joins IU Group...

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  • PIMFA urges Govt to embrace ‘generational opportunity’

    13 June 2023

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  • Financial planning landscape tougher in past year

    12 June 2023

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  • Platforms should lend Consumer Duty support says report

    12 June 2023

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  • PIMFA calls on Govt to re-energise investment market

    10 June 2023

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  • Financial health now biggest concern for employees

    30 May 2023

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  • Tech-savvy advice firms outperform peers on revenue

    29 May 2023

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  • More adviser focus needed on vulnerable customers

    25 May 2023

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  • Food bills keep inflation elevated

    24 May 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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