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Life events prompt more than a third of UK adults to change pension contributions
9 March 2026
International Women’s Day 2026 – Aleks Sasin at Navigatus: Quietly powerful
6 March 2026
Technical Manager: How we became part owners of our firm – Emily Corck, Mathews Comfort
27 October 2025
From paraplanner to Plannerpal
6 January 2025
Inheritance tax and pensions when unmarried
3 March 2026
Avoid the sneaky seven tax traps for higher rate taxpayers
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
What financial professionals can learn from this year’s International Women’s Day
Goldilocks and the Three Chairs: The Investment Committee
5 March 2026
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
NEW: Future Adviser Manchester 2026 event and launch of our new Future Adviser site
One day to go: Why you won’t want to miss our Investment Committee Seminar
25 February 2026
A note from our Editor: Why I hope to see you on 5th March
18 February 2026
TDQ: Test Your Knowledge – Questions
18 December 2019
For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers...
TDQ: Test Your Knowledge – Answers
...for your qualifications. Below you will find the answers and also cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand...
TDQ: Self-Assessment: Timescales and Fines
8 December 2019
...managing director, Brand Financial training. Exams include the CII’s R03 and AF1 As the end of 2019 looms, many will be aware of the impending end...
Organising your study notes
7 November 2019
It’s worth spending a little time getting your revision notes organised, says the Brand Financial Training team. This post was originally published on the Brand Financial Training, to provide our readers...
26 September 2019
...for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed yesterday, provided by
Understanding the Taxation of Offshore Investment Funds
17 September 2019
Catriona Standingford, MD of Brand Financial Training looks at the tax rules that apply to investors in offshore collective funds. This is an area that seems...
28 August 2019