General

• Forum etiquette

  Announcement 381 views 1 comment 0 points Most recent by larhan January 21
• Say hello!

  Announcement 7.4K views 167 comments 0 points Most recent by richallum April 2021
• Updated: Paid for and licensed material

  Announcement 1.1K views 0 comments 0 points Started by Admin March 2019
• Getting started in the Big Tent

  Announcement 1.5K views 0 comments 0 points Started by Admin March 2016
• PFS Paraplanner Networking sessions - Starting next month

  23 views 1 comment 0 points Most recent by DanAtkinsonUK January 19
• Work Tracker

  121 views 2 comments 0 points Most recent by Clare_Weight January 17
• NHS Pension Scheme Advice

  39 views 0 comments 0 points Started by seanhurst January 7
• Bare Trusts - who are you advising??

  108 views 2 comments 0 points Most recent by ruthiebusybee December 2021
• ESG Investing Questions

  72 views 1 comment 0 points Most recent by JoshuaKnight November 2021
• Generic high level document with basic explanations of each product/acronym etc

  147 views 1 comment 0 points Most recent by Clare_Weight November 2021
• Platform due diligence sources

  116 views 5 comments 0 points Most recent by ruthiebusybee November 2021
• AIM ISA Report Templates

  184 views 4 comments 0 points Most recent by Nath September 2021
• Good speaker on wills, POA & deed of variation

  115 views 3 comments 0 points Most recent by richallum August 2021
• Complaints to Providers on behalf of clients

  137 views 1 comment 0 points Most recent by richardgough August 2021
• Cash Flow Modelling

  313 views 5 comments 0 points Most recent by Andy_Schleider June 2021
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  68 views 0 comments 0 points Started by Caro June 2021
• ESG research

  165 views 4 comments 0 points Most recent by ruthiebusybee June 2021
• When to report chargeable events

  194 views 2 comments 0 points Most recent by ruthiebusybee June 2021
• For any paraplanners who'd like to raise their profile

  187 views 0 comments 0 points Started by Admin May 2021
• History of provider name changes, takeovers and merges etc.

  132 views 4 comments 0 points Most recent by PPWow May 2021
• Back office data and Regulatory data

  88 views 2 comments 0 points Most recent by richallum May 2021
• How could I assist (you) a paraplanner and in turn the adviser best

  136 views 1 comment 0 points Most recent by Anna03 May 2021
• R01 Study materials help

  82 views 1 comment 0 points Most recent by Andy_Schleider May 2021
• How many of us are there?

  148 views 2 comments 0 points Most recent by PPWow March 2021
• Fancy helping out the PFS Paraplanner Panel?

  175 views 0 comments 0 points Started by Caro March 2021
• Abridged Advice

  68 views 0 comments 0 points Started by bombingalong March 2021
• Client Facing Guide to Trusts

  128 views 1 comment 0 points Most recent by benjaminfabi February 2021
• Offer of pro bono paraplanning support

  135 views 0 comments 0 points Started by jwr21 February 2021
• AF5 Revision methods and Resources

  117 views 1 comment 0 points Most recent by LCongdon February 2021
• Looking for an excel template to avoid re-inventing the wheel

  200 views 6 comments 0 points Most recent by Nath February 2021
• Limited Company Investments

  108 views 4 comments 0 points Most recent by Sueh59 January 2021
• Where do you invest personally?

  249 views 8 comments 0 points Most recent by DanAtkinsonUK January 2021