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Helping clients take the first step up the risk ladder
27 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
Understanding trusts in combination with onshore investment bonds is central to financial planning
The danger from overseas
26 August 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Coaching was not what I expected
Paraplanning: Report specialist or all-rounder?
25 August 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
Paraplanner Team Leaders: Join us on 12 November 2026
24 August 2026
Professional Paraplanner’s Future Adviser event is returning to London
17 August 2026
Cheltenham: Are you joining us in our new location?
10 August 2026
May 2021 issue is now live
28 April 2021
...situations when business priorities and the team around you have to come before clients, says Michelle Hoskin Exam prep The Brand Financial Training team explore investment...
Exam study: State Pension
12 April 2021
The Brand Financial Training team focus key points to learn in respect of the State pension – old and new Even though basic State Pension has...
TDQ: TEST YOUR KNOWLEDGE: ANSWERS
25 March 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
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...
25 February 2021
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...