General

• Say hello!

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• Forum etiquette

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• Paid for & licensed material

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• Getting started in the Big Tent

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• Trustee Bank Accounts

  3.2K views 12 comments 0 points Most recent by arongunningham October 19
• Project management - webinars/reading?

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• Charges

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• 'Simple' fund switch letter

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• Keeping up to date............

  62 views 0 comments 0 points Started by ruthiebusybee September 10
• Looking for a good top-slicing webinar

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• Just checking in....

  192 views 4 comments 0 points Most recent by Caroline_Singleton August 25
• Initial Client Contact Protocol

  48 views 0 comments 0 points Started by GallusAlice August 25
• What industry awards are there for Financial Advisers?

  57 views 0 comments 0 points Started by RickSanchez August 20
• Advertising / Marketing

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• Careers - the best move to make?

  230 views 4 comments 0 points Most recent by Caroline_Singleton August 18
• Supporting One Another

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• Paraplanners wanted for paid research project

  134 views 0 comments 0 points Started by richallum July 24
• Rebroking Life Cover

  88 views 5 comments 0 points Most recent by Caro June 9
• Letter template for Annual Review (Investments)

  205 views 2 comments 0 points Most recent by TerrierLady June 5
• 'Lower value' clients

  195 views 5 comments 0 points Most recent by Gustavo_Fring June 3
• 360 Templates

  156 views 9 comments 0 points Most recent by parawhat May 26
• Fancy a brew? ☕😊

  73 views 0 comments 0 points Started by Caro May 20
• Recommend me an office chair

  154 views 6 comments 0 points Most recent by Gustavo_Fring May 12
• Report writing tools v internal templates

  135 views 3 comments 0 points Most recent by Chris_Hindle1 May 10
• The Ultimate Paraplanner Questionnaire 2020!

  220 views 2 comments 0 points Most recent by PPWow April 22
• Hello

  57 views 0 comments 0 points Started by Elaine2685 April 12
• Pension Providers & Payslips

  70 views 1 comment 0 points Most recent by ruthiebusybee April 8
• #AdviseHer - please share your views on financial planning for women

  151 views 2 comments 0 points Most recent by Fiona March 17
• CISI Paraplanner Conference

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• Route to adviser

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• Most popular pension providers and products

  131 views 2 comments 0 points Most recent by PPWow March 2
• Life before paraplanning

  908 views 25 comments 0 points Most recent by Navigator February 14
• Individual Protection 2016 - reference number

  90 views 1 comment 0 points Most recent by Nath February 13