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  • Timing is everything: planning gifts around the IHT 14-year rule

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

    28 October 2026

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    21 October 2026

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  • A post-Budget debrief with Paul Squirrell

    12 October 2026

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  • Fintegrate integrates FinaMetrica’s risk profiling tool 

    30 May 2025

    Fintegrate has announced the integration of FinaMetrica’s Risk Tolerance Toolkit™ into its platform. This move enhances the investment advice efficiency firm’s, offering by providing financial advisers and paraplanners with a scientifically validated, psychometric-based risk profiling tool, streamlining the client onboarding process and ensuring better-aligned investment strategies. Gurdit Singh, Founder and CEO of Fintegrate, said:...

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  • Defaqto launches analysis and research tool

    25 November 2024

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  • AI and the delivery of professional financial advice

    31 May 2024

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  • Is tech rally the real thing or an AI bubble?

    4 September 2023

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  • Dynamic Planner in long-term partnership with Quilter

    19 January 2023

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  • EV upgrades risk rating capabilities

    23 November 2022

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  • Choice and data security key to Pensions Dashboard connectivity

    5 September 2022

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  • Pension transfer volumes up 64% on 2018 – Origo

    8 August 2022

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  • New pension calculator tools suite from Curtis Banks

    6 August 2022

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Professional Paraplanner

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