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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 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.

  • Seven book recommendations to develop your leadership skills

    27 May 2026

    Last month we held the first of our Team Leader events in London and Nina Jones, Senior Customer Experience & Operations Leader at Fidelity International, opened the day sharing inspirational stories from her own experiences leading many-a-team. Nina also recommended a few personal development books that have supported her leadership – and who does...

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  • Meet Bob: Why AI could boost financial advice, not replace it

    22 May 2026

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  • Have you ever thought about becoming a Paraplanner?

    15 May 2026

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  • Test Your Knowledge: Questions May 2026

    11 May 2026

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  • Test Your Knowledge: Answers May 2026

    11 May 2026

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  • Would you recognise if a client’s objectives were shaped by social media?

    7 May 2026

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  • Beyond Level 4: What should progression in paraplanning look like?

    5 May 2026

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  • Three reasons why candidates do not pass R06

    1 May 2026

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  • What’s really happening in the paraplanner market in 2026?

    1 May 2026

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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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