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    9 November 2026

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    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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  • From paraplanner to Plannerpal

    6 January 2025

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

    6 November 2026

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    3 November 2026

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    11 February 2025

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    9 November 2026

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  • 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

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Welcome to the Retirement Planning Zone, brought to you by BNY Investments.

As a global asset manager with $2.2 trillion in AUM (as of 31 December 2025), BNY Investments brings you insights and practical perspectives on building resilient retirement portfolios. Covering decumulation, sustainable income, multi-asset portfolio construction and risk management, we focus on supporting advisers in delivering long-term retirement outcomes for their clients.

  • Millennials banking on inheritance that may never arrive

    5 November 2026

    Millennials are relying on an inheritance that may never arrive, new research from Alliance Witan shows. According to the investment trust, almost half (48%) of millennials say that an inheritance is important to them achieving their financial goals, rising to 55% of Gen Z. Furthermore, 51% of parents with children under 18 say receiving...

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  • Government launches consultation on guided retirement for private sector

    3 November 2026

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  • New webinar: Investments outlook for 2027

    2 November 2026

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  • Record number of UK centenarians highlights retirement and later-life planning challenges

    25 October 2026

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  • Budget presents opportunity for more holistic approach to retirement funding

    25 October 2026

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  • A fifth of people too busy to plan for their financial future

    21 October 2026

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  • DWP seeks views on State Pension deferral as retirement adequacy concerns grow

    20 October 2026

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  • Investment strategy to play a bigger role in tackling retirement adequacy

    19 October 2026

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  • UK adults expect to inherit at 52 but inheriting early has a greater impact

    14 October 2026

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Editors Picks

  • The emotional impact of retirement for clients

    17 August 2026

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  • Webinar on demand – Paying dividends: Building durable income in a changing market

    3 September 2026

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  • Meeting the evidence challenge in retirement advice

    14 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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