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The online home for Paraplanners and financial technicians.
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  • Strong services sector boosts UK economic growth

    12 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

  • Timing is everything: planning gifts around the IHT 14-year rule

    13 November 2026

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  • When a decline isn’t the end of the story: planning with joint life second death cover

    11 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

  • Five checks to run before you trust an AI tool with client work

    12 November 2026

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  • Three common misconceptions about the R05 exam

    9 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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Welcome to The Development Zone

Personal and professional development is a fundamental aspect of being a great paraplanner. Our Development Zone aims to give Paraplanners and Paraplanner Team Leaders access to insightful, practical and enlightening articles to help them in their development journey.

  • Paraplanning incentive schemes – do they work? Your views.

    29 September 2025

    Through our monthly Parameters survey of the paraplanning community, we asked you about the incentive schemes operating in your firms – do you have one, how do they work, do they help improve productivity, what’s the effect on morale, and are they successful in achieving their goals? Here are the results and your comments....

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  • Test your Knowledge: Answers September 2025

    29 September 2025

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  • Test your Knowledge: Questions September 2025

    29 September 2025

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  • Webinar on Demand: R06 Financial Planning Practice – October 2025

    23 September 2025

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  • Pensions: Dealing with divorce

    22 September 2025

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  • The power of mentoring in paraplanning

    22 September 2025

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  • Team leader: Managing team integrations following an acquisition

    15 September 2025

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  • ‘Think Big’ BOMS conference delegates told

    12 September 2025

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  • What do F1 teams and advice firm teams have in common?

    11 September 2025

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MOST VIEWED

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

    14 January 2025

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  • R06: How to overcome the challenges and pass

    13 January 2025

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  • How Stamp Duty Land Tax operates – with examples

    24 February 2025

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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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