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Cash ISA balances soar by £38 billion during ISA season
28 July 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
Structured products – like marmite?
24 July 2026
Topical and technical Q&As
23 July 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Consumer Duty at three: Managing a regulatory threenager
27 July 2026
What one paraplanner’s career reveals about advice environments
20 July 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
New speaker for Manchester Technical Insight Seminar
One week on: The Professional Paraplanner Awards 2026
Winners of the Professional Paraplanner Awards 2026 – Provider Awards
16 July 2026
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...
Test your Knowledge: Answers – June 2021