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The best investment products and services providers
17 April 2026
Emma & Kate at W2 Paraplanning: Perspectives shaped by four decades of change
13 April 2026
Phil Williams: From forensics to finance
23 March 2026
From paraplanner to Plannerpal
6 January 2025
Forgotten tax relief
14 April 2026
Incapacity clauses are essential in a SSAS trust deed
7 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Jo Campbell – On wellbeing
CFA UK announces new Investment Business Award
A Beginner’s Guide to the R0 Exams
30 September 2024
Paraplanner – Hybrid – based in Birmingham or Market Harborough – excellent benefits – £33,000-42,000
Birmingham
Paraplanning Manager – Competitive salary – Hybrid position (based in Darlington)
North East England
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
PP Awards 2026: Paraplanner Awards entries close on Friday 24th April
New webinars for 2026: Quarterly tech cuppa with Les Cameron
M&G: ‘Better together? Structure Matters!’ Session for PP Tech Insight Seminars confirmed
2 April 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...
