General

• Say hello!

  Announcement 6.5K views 164 comments 0 points Most recent by richallum January 5
• Forum etiquette

  Announcement 260 views 0 comments 0 points Started by benjaminfabi December 2019
• Paid for & licensed material

  Announcement 878 views 0 comments 0 points Started by Admin March 2019
• Getting started in the Big Tent

  Announcement 1.3K views 0 comments 0 points Started by Admin March 2016
• Project management - webinars/reading?

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

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

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

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

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

  3.2K views 12 comments 0 points Most recent by arongunningham October 2020
• Charges

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

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

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

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

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

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

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

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

  245 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

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

  95 views 5 comments 0 points Most recent by Caro June 2020
• Letter template for Annual Review (Investments)

  247 views 2 comments 0 points Most recent by TerrierLady June 2020
• 'Lower value' clients

  195 views 5 comments 0 points Most recent by Gustavo_Fring June 2020
• 360 Templates

  161 views 9 comments 0 points Most recent by parawhat May 2020
• Fancy a brew? ☕😊

  73 views 0 comments 0 points Started by Caro May 2020
• Recommend me an office chair

  157 views 6 comments 0 points Most recent by Gustavo_Fring May 2020
• Report writing tools v internal templates

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

  221 views 2 comments 0 points Most recent by PPWow April 2020
• Hello

  59 views 0 comments 0 points Started by Elaine2685 April 2020
• Pension Providers & Payslips

  70 views 1 comment 0 points Most recent by ruthiebusybee April 2020
• #AdviseHer - please share your views on financial planning for women

  154 views 2 comments 0 points Most recent by Fiona March 2020
• CISI Paraplanner Conference

  104 views 7 comments 0 points Most recent by richallum March 2020