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HNW planning needs fuel growth in international wealth insurance
9 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
Building better decumulation portfolios: The case for UK REITs
6 August 2026
Pension contribution case study: Income tax and extending the band
3 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
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
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
New speaker for Manchester Technical Insight Seminar
23 July 2026
TDQ: Allowances for Income Tax
27 July 2020
In this Training, Development and Qualifications article, the Brand Financial Training team look at how the personal allowance, the personal savings allowance, the dividend allowance, and...
TDQ: TEST YOUR KNOWLEDGE – ANSWERS
2 July 2020
...for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed yesterday, provided by
TEST YOUR KNOWLEDGE QUESTIONS
For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers...
Exam refresher: Using a SIPP to Buy Property
25 June 2020
...topic tested in the CII AF2 business financial planning exam. This post was originally published on the Brand Financial Training Blog at https://brandft.co.uk/using-a-sipp-to-buy-property/ and has been...
Exam refresher: Money-weighted & time-weighted rate of return
23 June 2020
Catriona Standingford, MD of Brand Financial Training, considers how to calculate money-weighted rate of return and time-weighted rate of return when evaluating performance of an investment...
Preparing for R06
9 June 2020
The 2019 pass rate for RO6 dropped by 10%. Catriona Standingford, MD of Brand Financial Training, looks at the October 2019 exam, what may have affected...
28 May 2020
YOUR JUNE 2020 MAGAZINE IS LIVE
27 May 2020
CLICK HERE TO ACCESS THE ISSUE OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020 What you’ll find inside: Paraplanner profile Katherine Harvey, client services director, Russell...