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Four in 10 adults have not thought about retirement
19 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
17 April 2026
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
Put your exam/study questions to the experts
24 August 2021
...for preparing for individual exams? Professional Paraplanner is teaming up again with Brand Financial Training to answer your questions around the exams scheduled for autumn 2021...
Test your Knowledge: Answers August 2021
12 August 2021
...provided by Brand Financial Training. You can find more Q&As published on our website and within our monthly magazine. To find out more 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 resource...
Exam revision: Active versus passive management
5 August 2021
...a client’s ideal asset allocation. Advisers should consider how the other asset types are to be included in a client’s portfolio. About Brand Financial Training Brand...
Test your Knowledge: Answers – July 2021
1 July 2021
...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 – July 2021
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...
Your JULY/AUGUST 2021 issue is live
30 June 2021
...need a solid financial planning strategy in the meantime Exam study This issue the Brand Financial Training team turn their attention to the intestacy rules in...
Technical/Exam study: Residence Nil Rate Band
18 June 2021
...be available as property would not be deemed to have been ‘closely inherited’. About Brand Financial Training Brand Financial Training provides a variety of immediately accessible...