General

• Say hello!

  Announcement 6.7K views 165 comments 0 points Most recent by McKinseyPoppdMyMind January 27
• Forum etiquette

  Announcement 292 views 0 comments 0 points Started by benjaminfabi December 2019
• Updated: Paid for and licensed material

  Announcement 981 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
• How many of us are there?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  120 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

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

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

  70 views 0 comments 0 points Started by ruthiebusybee September 2020
• Looking for a good top-slicing webinar

  105 views 4 comments 0 points Most recent by ruthiebusybee September 2020
• Just checking in....

  214 views 4 comments 0 points Most recent by Caroline_Singleton August 2020
• Initial Client Contact Protocol

  71 views 0 comments 0 points Started by GallusAlice August 2020
• What industry awards are there for Financial Advisers?

  61 views 0 comments 0 points Started by RickSanchez August 2020
• Advertising / Marketing

  82 views 3 comments 0 points Most recent by Rcaisley August 2020
• Careers - the best move to make?

  251 views 4 comments 0 points Most recent by Caroline_Singleton August 2020
• Supporting One Another

  1.7K views 71 comments 0 points Most recent by Clairebear512 August 2020
• Paraplanners wanted for paid research project

  144 views 0 comments 0 points Started by richallum July 2020
• Rebroking Life Cover

  101 views 5 comments 0 points Most recent by Caro June 2020