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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.

  • Guide to … SIPP types

    10 February 2020

    Greg Kingston, group communications director at Curtis Banks, looks at the different types of SIPP and the tactical and tax advantages of each. Today self invested personal pensions (SIPPs) are more popular than ever. Helped by the introduction of pension freedoms in 2015, SIPPs are favoured as a way of allowing individuals to have...

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  • Proposed contingent charging ban – increased negative perception amongst advisers

    10 February 2020

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  • Join us at our Team Leader, Investment Committee and Technical Insight Seminars

    9 February 2020

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  • How to deal with distressed investments in pensions

    6 February 2020

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  • Tax liability likely reason pensioners stopped receiving State Pension

    5 February 2020

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  • Record flexible pension withdrawals ‘not the complete picture’

    4 February 2020

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  • Retirees through ill health could face hefty pension tax bills

    30 January 2020

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  • TDQ: Test Your Knowledge – Questions

    30 January 2020

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  • TDQ: Test Your Knowledge – Answers

    30 January 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

© 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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