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The online home for Paraplanners and financial technicians.
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  • Advice firms failing to incentivise advisers to win new clients

    10 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

  • Three common misconceptions about the R05 exam

    9 November 2026

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  • PFS puts out a call to paraplanners

    6 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 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.

  • My experience of sitting the CII AF5 Financial Planning Process exam

    9 July 2022

    R0 exam candidates often consider progressing onto the AF exams. In this article, Luiza Todd one of the BTS Directors shares her experiences of sitting the CII AF5 Financial Planning Process exam. Despite already having sat and passed the CII AF5 exam to achieve her Fellowship and Chartered Financial Planner status, BTS Director Luiza...

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  • Paraplanner career options – where next for you?

    9 July 2022

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  • Paraplanner Survey 2022 – Report and discussion

    5 July 2022

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  • How can we define ‘value’ in financial planning?

    4 July 2022

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  • What ‘why?’ tells us about clients

    4 July 2022

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  • Standards vs expectations

    30 June 2022

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  • Test Your Knowledge: Questions – July/August 2022

    30 June 2022

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  • Test your Knowledge: Answers – July/August 2022

    30 June 2022

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  • Professional Paraplanner CPD July-August 2022 issue

    29 June 2022

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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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