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True Potential partners with Origo to deliver automated valuation data
10 August 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
Pension contribution case study: Mitigating chargeable gains on investment bonds
Building better decumulation portfolios: The case for UK REITs
6 August 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Imposter syndrome in paraplanning. Who said that?
7 August 2026
Three ways to balance work, life and study without burning out
3 August 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
Paraplanner – Edinburgh – Flexible working – excellent benefits
Scotland
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
Cheltenham: Are you joining us in our new location?
September webinar – Paying dividends: Building durable income in a changing market
4 August 2026
Thank you to our 2026 Professional Paraplanner Awards judges
31 July 2026
Exams: Ask the experts – Exam timings and order
5 April 2022
...About Brand Financial Training Brand Financial Training provides a variety of immediately accessible free and paid learning resources to help candidates pass their CII exams. Their...
Exams: Ask the experts – AF4 tips
4 April 2022
...form part of the AF4 syllabus. Information in this article is correct as at 28 March 2022. About Brand Financial Training Brand Financial Training provides a...
Exams: Ask the experts – AF7
3 April 2022
...the syllabus and also the past exam papers and exam guides and you’ll get access to all the historic papers through RevisionMate. About Brand Financial Training...
Test your Knowledge: Answers – April 2022
31 March 2022
...for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand Financial Training....
Test Your Knowledge: Questions – April 2022
Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, is run in conjunction with key support providers, such as Brand Financial Training, and aims to test your...
Saying No to your adviser: YOUR APRIL 2022 ISSUE IS LIVE
30 March 2022
...what has worked for him over the years and may work for you too IHT Planning The Brand Financial Training team consider the use of a...
Exam preparation: Cryptocurrencies
15 March 2022
Brand Financial Training look at cryptocurrencies, which make an appearance in the R02 exam under ‘alternative investments’ but do not yet appear in any of the...
End of tax year tips #5: Act now and your client will thank you later
10 March 2022
The Brand Financial Training team offer 6 top tips to check off against your list when planning for the end of the tax year. It does...
RO6 / AF1, 4, 5 and 7…. Ask your questions
5 March 2022
...exam related questions you want to ask? Professional Paraplanner is teaming up once again with Brand Financial Training to answer your questions around the exams scheduled...
