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  • Budget leaves investment outlook largely unchanged

    29 October 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

  • Residence nil rate band: Planning pitfalls for complex families

    26 October 2026

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  • Mind the two-year gap

    22 October 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

  • You don’t need to know everything to be a good paraplanner

    28 October 2026

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  • AI is only as trustworthy as the data underneath

    26 October 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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Investment Committee

In this dedicated Investment Committee section we provide informed comment and insight for paraplanners engaged in research into investments, in particular for those contributing to their firm’s Investment Committee decisions and involved in their firm’s CIP/CRP portfolio building.

  • Morningstar launches Star Ratings for UK managed portfolios

    6 February 2026

    Morningstar has expanded its ‘Star Rating’ methodology to UK managed portfolios, allowing investors and advisers to independently benchmark portfolios using the firm’s methodology for the first time.  The launch also includes category averages, enabling direct peer-to-peer comparison across UK managed portfolios. Morningstar said it is the only UK provider to collect underlying holdings and calculate risk-adjusted performance...

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  • The UK’s divided market and where to find income

    6 February 2026

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  • 10 years of structured products and IA funds compared

    4 February 2026

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  • Savers urged to be wary of instant access cash ISA bonuses

    2 February 2026

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  • Capital accumulation key focus for advisers in Q4 2025

    1 February 2026

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  • Savers flocked to cash ISAs in 2025

    1 February 2026

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  • UK corporate bonds opened up – Aberdeen’s guide on what investors need to know

    30 January 2026

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  • Ninety One sees broader opportunity set across markets

    30 January 2026

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  • Rethinking dividends in a mega-cap world

    30 January 2026

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Editors Picks

  • Could AI lead to RIP?

    23 September 2026

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  • Rising yields prompt more selective approach to portfolio risk

    24 September 2026

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  • Active fixed income managers gain attention as rate uncertainty persists

    25 September 2026

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Professional Paraplanner

© Research in Finance Ltd 2026
Registered in England no.8441324. 80 Coleman Street, London EC2R 5BJ

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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