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Say hello!
Announcement
9K
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182
comments
0
points
Most recent by
richallum
May 16
Forum etiquette
Announcement
842
views
0
comments
0
points
Started by
benjaminfabi
December 2019
Updated: Paid for and licensed material
Announcement
1.7K
views
0
comments
0
points
Started by
Admin
March 2019
Getting started in the Big Tent
Announcement
2K
views
0
comments
0
points
Started by
Admin
March 2016
What does your firm do for clients with tiny legacy pension pots?
84
views
1
comment
0
points
Most recent by
benjaminfabi
April 30
Updating suitability templates for 2024/25
176
views
3
comments
0
points
Most recent by
Gustavo_Fring
March 8
Joint or 2x single SRs?
143
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
Investments for B-Corp company
110
views
3
comments
0
points
Most recent by
TimMatthias
December 2023
How often to issue RPQ
146
views
3
comments
0
points
Most recent by
benjaminfabi
October 2023
Innovative (or not) product ideas that don't exist
158
views
2
comments
0
points
Most recent by
Wildparaplanner
October 2023
Financial planning - exams and career with ADHD etc.
641
views
10
comments
0
points
Most recent by
richallum
October 2023
Some questions from someone interested in transitioning to a Paraplanner
186
views
1
comment
0
points
Most recent by
PippaO
September 2023
AI/ChatGPT right now
239
views
3
comments
0
points
Most recent by
PeterM
September 2023
Making gifts to benefit recipients
65
views
1
comment
0
points
Most recent by
richardgough
July 2023
How does your firm structure paraplanning?
211
views
2
comments
0
points
Most recent by
ruthiebusybee
July 2023
Annual Reviews / FE Analytics / Simplybiz Annual Review Template
140
views
0
comments
0
points
Started by
Colin1980
May 2023
Mortgage Broker - retrain as a Paraplanner?
83
views
0
comments
0
points
Started by
MrsG26
May 2023
New Podcast
77
views
0
comments
0
points
Started by
CQplanning
March 2023
Some useful links, groups and other bits and pieces for paraplanners
156
views
2
comments
0
points
Most recent by
Caro
March 2023
HNW/UHNW Case Study Resources
72
views
0
comments
0
points
Started by
Elgrandelulu
March 2023
Vitality savings plans
103
views
4
comments
0
points
Most recent by
Nath
February 2023
From Paraplanner to Financial Planner
331
views
4
comments
0
points
Most recent by
Nath
February 2023
What is it with ReAssure?
219
views
4
comments
0
points
Most recent by
Ralfos
January 2023
The end of the paraplanner?
360
views
2
comments
0
points
Most recent by
TomLloyd_Read
January 2023
Role
139
views
1
comment
0
points
Most recent by
Admin
January 2023
CII and PFS situation
167
views
0
comments
0
points
Started by
Mosher
December 2022
Ongoing Adviser Fees
168
views
0
comments
0
points
Started by
seanhurst
November 2022
Factfind???
239
views
7
comments
0
points
Most recent by
ParaplannerFP
November 2022
Mid Life Career Change from professional role to Paraplanning advice please
414
views
6
comments
0
points
Most recent by
Snewton
November 2022
Any users of XPlan? Looking for opinions!
230
views
5
comments
0
points
Most recent by
richardgough
November 2022
Investment Policy Statement
56
views
0
comments
0
points
Started by
ruthiebusybee
October 2022
Systems / Best Practice
161
views
3
comments
0
points
Most recent by
RyanBrown
October 2022
Client information and Data Protection
94
views
1
comment
0
points
Most recent by
SimplyParaplanner
September 2022
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