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    6 November 2026

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Latest profiles

  • Professional Paraplanner Awards 2026 – read the full supplement

    1 September 2026

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  • How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership

    29 June 2026

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  • From paraplanner to Plannerpal

    6 January 2025

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Latest Technical Zone

  • Closing a client’s company? 5 checks for paraplanners

    3 November 2026

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  • Being an executor: An honour and a responsibility

    2 November 2026

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Most viewed Technical Zone

  • How higher earners can use gilts for tax-efficient ‘savings’

    11 February 2025

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Latest developments

  • PFS puts out a call to paraplanners

    6 November 2026

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    4 November 2026

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  • Exam focus: What order to take your CII exams?

    14 January 2025

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Latest magazine editions

  • 2025 AWARDS Reviewed – Winner interviews, pictures, profiles

    18 December 2025

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  • 2024 Professional Paraplanner Awards – Celebrating this year’s winners

    7 October 2024

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  • Professional Paraplanner Awards 2023

    15 August 2023

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Latest events

  • Autumn Budget delivered – but what does it all mean? Join us for our post-Budget webinar

    28 October 2026

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  • Join us in Reading for our final Technical Insight Seminar of 2026

    21 October 2026

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  • A post-Budget debrief with Paul Squirrell

    12 October 2026

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  • Professional Development

    CISI offers App for CPD

    29 September 2021

    The Chartered Institute for Securities & Investment (CISI) has launched an app to enable its 43,000 global membership to maintain their mandatory continuing professional development (CPD) requirements using their mobile phones. Developed after research was conducted with over 600 CISI members for their opinion about what they would like to see in the app,...

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  • How to find independent and structured CPD on pension transfers

    1 February 2021

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  • Comment: Has it ever been easier to accrue CPD?

    27 October 2020

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  • Professional Development

    Timebank launches CPD programme

    11 October 2020

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  • TEST YOUR KNOWLEDGE QUESTIONS – Sept 2020 issue

    27 August 2020

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    27 August 2020

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  • Harrison’s Apricity launches GROW – a CPD-focussed series of events

    23 June 2019

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Professional Paraplanner is a monthly magazine and web site aimed at Paraplanners, Financial Technicians, Administrators and Investment IFAs and other professional investors in the UK.

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