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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: QUESTIONS
25 March 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 April 2021 Magazine is live
24 March 2021
...with it Pensions Dentons’ Stephen McPhillips explains the process of in-specie transfer of assets between SIPPs Exam study This issue Brand Financial Training team focus on...
Mortgages – key facts for R0, CF and AS exams
11 March 2021
The Brand Financial Training team examine mortgages and what paraplanners need to know for a range of exams. There are two main ways of repaying a...
TDQ: TEST YOUR KNOWLEDGE: ANSWERS
25 February 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....
YOUR MARCH 2021 ISSUE IS NOW LIVE
24 February 2021
...the firm. Exam study: Mortgages This issue the Brand Financial Training team examine mortgages and what paraplanners need to know for a range of exams. Creating...
TEST YOUR KNOWLEDGE: ANSWERS
28 January 2021
Day 5 of Exam Q&As: AF7 questions
21 January 2021
...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...
