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Latest

  • New inheritance rules prompt over-55s to gift money

    8 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

  • Pension and Inheritance Tax post April 2027: looking beyond the first death

    6 November 2026

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  • Closing a client’s company? 5 checks for paraplanners

    3 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

  • PFS puts out a call to paraplanners

    6 November 2026

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  • MPS due diligence: why it’s not just the investment committee’s homework

    4 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 jobs

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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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The dedicated Pensions Zone of the Professional Paraplanner website, sponsored by Standard Life, brings you the latest news and insight into the UK pensions market, covering areas such as legislation, regulation, policy and tax, with the focus always on best use of pensions in financial planning.

  • Work and Pensions Committee to investigate pension scams

    30 July 2020

    The Work and Pensions Committee will investigate pension scams in the first of a three-part inquiry into the impact of the pension freedoms and the protection of pension savers.  Pension freedoms were introduced in 2015 to provide over-55s with greater control over how and when they could access their savings. However, the greater flexibility...

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  • Dentons provides online SIPP valuation downloads via Intelliflo’s IO

    30 July 2020

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  • Is the annuity market dead and buried?

    29 July 2020

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  • TDQ: TEST YOUR KNOWLEDGE QUESTIONS

    29 July 2020

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    29 July 2020

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  • Advice firms very optimistic about next 12 months – Standard Life

    27 July 2020

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  • Curtis Banks acquires Talbot and Muir and fintech Dunstan Thomas

    23 July 2020

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  • Pension block transfers – rules and reasons why

    22 July 2020

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  • Company pensions at risk from low bond yields

    20 July 2020

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CATEGORIES

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  • Multi-asset
  • Pensions Zone
  • Protection Zone
  • Regulation / Compliance
  • Retirement Planning
  • Tax and Trusts
  • Technology
  • Wraps / Platforms

Editors Picks

  • How Standard Life is supporting modern annuity advice

    26 August 2026

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  • Private markets could play a larger role in future UK pension defaults

    16 September 2026

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  • More than a third of pension savers ‘winging it’

    22 September 2026

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Professional Paraplanner

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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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