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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
28 August 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...
Try out these 3 memory techniques
12 August 2019
...name of someone we met last week, you’re far from alone, says the Brand Financial Training team This post was originally published on the Brand Financial Training, to provide our readers...
TDQ: Test Your Knowledge – Answers
29 June 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
9 Ways to Increase Your Chances of Passing Your CII Written Exam
16 June 2019
What does the CII expect and what will give you the best chance of gaining marks? This article from Brand Financial Training helps with with exam...
Winners of the Professional Paraplanner Provider Awards 2019
14 June 2019
...Best Overall Service – Existing Business Old Mutual Wealth Best Technical Support Prudential Best Training Resource Brand Financial Training Best Research Software FE Analytics Best Non-Research...
TDQ: AF1, R03 and private landlord taxation
10 June 2019
The Brand Financial Training team examines the personal tax issues for private landlords, a topic that is most likely to arise within the CII’s AF1 and...
3 June 2019