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Later life advice must evolve with a focus on women
7 July 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
From paraplanner to Plannerpal
6 January 2025
Beware of the Bare
2 July 2026
Tool: Discover the most suitable trust or solution for your clients’ circumstances
30 June 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
The many flavours of paraplanning: In-house, outsourced, or going it alone
Wellbeing and the benefits paraplanning can bring
A Beginner’s Guide to the R0 Exams
30 September 2024
Suitability Consultant / Paraplanner – Excellent benefits – Remote working
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
2025 AWARDS Reviewed – Winner interviews, pictures, profiles
18 December 2025
2024 Professional Paraplanner Awards – Celebrating this year’s winners
7 October 2024
Professional Paraplanner Awards 2023
15 August 2023
PP webinar: Quarterly cuppa and catch up with Les Cameron 24 June 12:30pm
16 June 2026
Warrington Tech Insight Seminar – new session announced from Gravis
10 June 2026
Awards 2026: Comments from our headline sponsor Standard Life
28 May 2026
This is the go-to place for paraplanners to find the latest news and insights into all things tax and trusts. Our thanks to Quilter for sponsoring this section.
Old Mutual Wealth adds voluntary scheme pays feature
14 January 2020
Old Mutual Wealth has added a voluntary ‘scheme pays’ feature to its personal pension allowing customers to settle annual allowance charges for any scheme. Quilter’s adviser platform has introduced the new feature following issues surrounding the tapered annual allowance which have affected many public service workers, including senior doctors. The current rules mean that...
Defaqto launches guide to balancing pensions freedoms and risk
7 January 2020
What does the FCA have lined up for 2020?
5 January 2020
Industry welcomes reintroduction of Pensions Dashboards legislation
19 December 2019
TDQ: Test Your Knowledge – Questions
18 December 2019
TDQ: Test Your Knowledge – Answers
Why you can no longer afford to ignore VCTs
17 December 2019
Financial planning issue as people look to draw pension early
Election result: Calls for Boris to make good on pensions ‘promises’
13 December 2019
A spotlight on: Loan Trusts
18 May 2026
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Flexible Reversionary Trusts