General

• Say hello!

  Announcement 7K views 167 comments 0 points Most recent by richallum April 22
• Forum etiquette

  Announcement 313 views 0 comments 0 points Started by benjaminfabi December 2019
• Updated: Paid for and licensed material

  Announcement 1K views 0 comments 0 points Started by Admin March 2019
• Getting started in the Big Tent

  Announcement 1.4K views 0 comments 0 points Started by Admin March 2016
• Cash Flow Modelling

  89 views 3 comments 0 points Most recent by TimMatthias June 14
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  40 views 0 comments 0 points Started by Caro June 10
• ESG research

  122 views 4 comments 0 points Most recent by ruthiebusybee June 9
• When to report chargeable events

  106 views 2 comments 0 points Most recent by ruthiebusybee June 8
• For any paraplanners who'd like to raise their profile

  112 views 0 comments 0 points Started by Admin May 26
• History of provider name changes, takeovers and merges etc.

  101 views 4 comments 0 points Most recent by PPWow May 18
• Back office data and Regulatory data

  58 views 2 comments 0 points Most recent by richallum May 17
• How could I assist (you) a paraplanner and in turn the adviser best

  104 views 1 comment 0 points Most recent by Anna03 May 13
• R01 Study materials help

  46 views 1 comment 0 points Most recent by Andy_Schleider May 4
• How many of us are there?

  135 views 2 comments 0 points Most recent by PPWow March 29
• Fancy helping out the PFS Paraplanner Panel?

  133 views 0 comments 0 points Started by Caro March 12
• Abridged Advice

  55 views 0 comments 0 points Started by bombingalong March 10
• Client Facing Guide to Trusts

  110 views 1 comment 0 points Most recent by benjaminfabi February 15
• Offer of pro bono paraplanning support

  119 views 0 comments 0 points Started by jwr21 February 9
• AF5 Revision methods and Resources

  94 views 1 comment 0 points Most recent by LCongdon February 5
• Looking for an excel template to avoid re-inventing the wheel

  177 views 6 comments 0 points Most recent by Nath February 3
• Limited Company Investments

  95 views 4 comments 0 points Most recent by Sueh59 January 29
• Where do you invest personally?

  229 views 8 comments 0 points Most recent by DanAtkinsonUK January 29
• Trainee Adviser

  190 views 2 comments 0 points Most recent by RohanSivajoti January 28
• I'm going to raise that subject again - Adviser charging statements and Mifid2

  81 views 0 comments 0 points Started by ruthiebusybee January 20
• Project management - webinars/reading?

  116 views 4 comments 0 points Most recent by ruthiebusybee December 2020
• Are you organising a virtual Christmas do?

  140 views 5 comments 0 points Most recent by Clare_Weight December 2020
• The Paraplanner Standard .....?

  229 views 5 comments 0 points Most recent by bambi November 2020
• Professional Attorney

  41 views 0 comments 0 points Started by Hucko November 2020
• Trying secure first paraplanning/administrative role after leaving the British Army.

  130 views 2 comments 0 points Most recent by Caro November 2020
• Trustee Bank Accounts

  3.3K views 12 comments 0 points Most recent by arongunningham October 2020
• Charges

  195 views 3 comments 0 points Most recent by richallum September 2020
• 'Simple' fund switch letter

  159 views 1 comment 0 points Most recent by JoshuaKnight September 2020
• Keeping up to date............

  72 views 0 comments 0 points Started by ruthiebusybee September 2020