General

• Say hello!

  Announcement 7.2K views 167 comments 0 points Most recent by richallum April 22
• Forum etiquette

  Announcement 345 views 0 comments 0 points Started by benjaminfabi December 2019
• 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 1.4K views 0 comments 0 points Started by Admin March 2016
• AIM ISA Report Templates

  147 views 4 comments 0 points Most recent by Nath September 6
• Good speaker on wills, POA & deed of variation

  99 views 3 comments 0 points Most recent by richallum August 26
• Generic high level document with basic explanations of each product/acronym etc

  72 views 0 comments 0 points Started by Nath August 23
• Complaints to Providers on behalf of clients

  113 views 1 comment 0 points Most recent by richardgough August 3
• Cash Flow Modelling

  268 views 5 comments 0 points Most recent by Andy_Schleider June 25
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  139 views 2 comments 0 points Most recent by Caro November 2020