Many companies keep ‘rainy day’ money in case of emergencies. But what if there’s more money than the company needs? Use these materials to help start the conversation with your clients about investing their company’s surplus cash.
M&G has been named Best Technical Support for Paraplanners at the Professional Paraplanner Awards 2026 - for the 10th year in a row - and Best Provider Website for the second year running. Explore Tech Matters for expert insight, tools and answers to your trickiest technical questions.
Mark Devlin joined host Richard Allum for a practical run through of everything paraplanners needed to consider ahead of tax year end.
Just over half (51%) of paraplanners want to progress their career within paraplanning. Only 13% see themselves becoming financial advisers/planners down from 24% in 2025.
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