REGISTER WITH PP

Follow us

Professional Paraplanner
The online home for Paraplanners and financial technicians.
  • Latest
  • Profiles
  • Data
  • Technical Zone
  • Development Zone
  • Videos
  • Jobs
  • Events
  • Future Adviser

Latest

  • Savings bills jump for additional rate taxpayers

    9 November 2026

    Read more

Categories

  • Behavioural Finance
  • Community
  • ESG Zone
  • Financial Planning
  • Industry/Economy
  • Investment Committee
  • Mortgages
  • Multi-asset
  • Pensions Zone
  • Protection Zone
  • Regulation / Compliance
  • Retirement Planning
  • Tax and Trusts
  • Technology
  • Wraps / Platforms

Sponsored areas

Latest profiles

  • Professional Paraplanner Awards 2026 – read the full supplement

    1 September 2026

    Read more
  • How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership

    29 June 2026

    Read more

Most viewed profile

  • From paraplanner to Plannerpal

    6 January 2025

    Read more

Latest Technical Zone

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

    6 November 2026

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

    3 November 2026

    Read more

Most viewed Technical Zone

  • How higher earners can use gilts for tax-efficient ‘savings’

    11 February 2025

    Read more

Latest developments

  • Three common misconceptions about the R05 exam

    9 November 2026

    Read more
  • PFS puts out a call to paraplanners

    6 November 2026

    Read more

Most viewed development

  • Exam focus: What order to take your CII exams?

    14 January 2025

    Read more

Latest jobs

  • Experienced Paraplanner – up to £60,000 depending on experience – excellent benefits

    London (Central)

    JOB SPECIFICATION

Jobs filter

Latest magazine editions

  • 2025 AWARDS Reviewed – Winner interviews, pictures, profiles

    18 December 2025

    Read more
  • 2024 Professional Paraplanner Awards – Celebrating this year’s winners

    7 October 2024

    Read more
  • Professional Paraplanner Awards 2023

    15 August 2023

    Read more

Latest events

  • Autumn Budget delivered – but what does it all mean? Join us for our post-Budget webinar

    28 October 2026

    Read more
  • Join us in Reading for our final Technical Insight Seminar of 2026

    21 October 2026

    Read more
  • A post-Budget debrief with Paul Squirrell

    12 October 2026

    Read more

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.

  • Why accumulation still matters in retirement

    14 October 2026

    In an environment where retirees face longer life expectancies, inflationary pressures and ongoing market uncertainty, constructing a robust decumulation framework is crucial. Keyridge Asset Management help us answer how clients can ensure they balance short- and longer-term needs for a retirement journey that could last for multiple decades. Traditionally a shift from accumulating wealth...

    Read more
  • Auto-enrolment scheme for over-40s could help fund social care

    13 October 2026

    Read more
  • Wealthy Brits fear care costs but few are prepared

    11 October 2026

    Read more
  • UK adults unprepared for financial impact of dementia

    8 October 2026

    Read more
  • ‘Hard stop’ retirement phased out as later life plans become more varied

    6 October 2026

    Read more
  • Retirement income expectations vary sharply among UK adults

    5 October 2026

    Read more
  • Financial advice biggest predictor of retirement income satisfaction

    4 October 2026

    Read more
  • Three in five Brits face uncertain retirement

    1 October 2026

    Read more
  • Key Group expands later life lending advice offering

    29 September 2026

    Read more
12345102030

CATEGORIES

  • Behavioural Finance
  • Community
  • ESG Zone
  • Financial Planning
  • Industry/Economy
  • Investment Committee
  • Mortgages
  • Multi-asset
  • Pensions Zone
  • Protection Zone
  • Regulation / Compliance
  • Retirement Planning
  • Tax and Trusts
  • Technology
  • Wraps / Platforms

Editors Picks

  • The emotional impact of retirement for clients

    17 August 2026

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

    3 September 2026

    Read more
  • Meeting the evidence challenge in retirement advice

    14 September 2026

    Read more

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.

  • About us
  • Advertising
  • Register
  • Terms and conditions
  • Privacy
  • Cookies
Twitter

REGISTER WITH PARAPLANNER

Register to receive our weekly newsletter, the latest industry jobs and information about up and coming events. Registration is free and straight forward.

REGISTER