General

• Say hello!

  Announcement 9.5K views 185 comments 0 points Most recent by MlleCameron September 24
• Forum etiquette

  Announcement 956 views 0 comments 0 points Started by benjaminfabi December 2019
• Updated: Paid for and licensed material

  Announcement 1.8K views 0 comments 0 points Started by Admin March 2019
• Getting started in the Big Tent

  Announcement 2.2K views 0 comments 0 points Started by Admin March 2016
• Agent as Client for DIMs and changing DIMs

  115 views 5 comments 0 points Most recent by benjaminfabi October 29
• AdviserCloud

  48 views 0 comments 0 points Started by Kitkil October 29
• Client servicing level / segmentation

  30 views 0 comments 0 points Started by Jona October 22
• Labour Changes and Clients wishing to Take PCLS

  393 views 17 comments 0 points Most recent by benjaminfabi September 27
• Decumulation ATR Questionnaire

  92 views 2 comments 0 points Most recent by TimMatthias August 21
• Existing Clients - Ad hoc Withdrawals

  129 views 4 comments 0 points Most recent by SA96 August 9
• illustration requirements

  177 views 3 comments 0 points Most recent by Nath July 2
• What does your firm do for clients with tiny legacy pension pots?

  286 views 4 comments 0 points Most recent by MothiusManius May 29
• Updating suitability templates for 2024/25

  213 views 3 comments 0 points Most recent by Gustavo_Fring March 8
• Joint or 2x single SRs?

  159 views 1 comment 0 points Most recent by benjaminfabi February 22
• Investments for B-Corp company

  120 views 3 comments 0 points Most recent by TimMatthias December 2023
• How often to issue RPQ

  162 views 3 comments 0 points Most recent by benjaminfabi October 2023
• Innovative (or not) product ideas that don't exist

  167 views 2 comments 0 points Most recent by Wildparaplanner October 2023
• Financial planning - exams and career with ADHD etc.

  681 views 10 comments 0 points Most recent by richallum October 2023
• Some questions from someone interested in transitioning to a Paraplanner

  326 views 1 comment 0 points Most recent by PippaO September 2023
• AI/ChatGPT right now

  263 views 3 comments 0 points Most recent by PeterM September 2023
• Making gifts to benefit recipients

  72 views 1 comment 0 points Most recent by richardgough July 2023
• How does your firm structure paraplanning?

  223 views 2 comments 0 points Most recent by ruthiebusybee July 2023
• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  159 views 0 comments 0 points Started by Colin1980 May 2023
• Mortgage Broker - retrain as a Paraplanner?

  90 views 0 comments 0 points Started by MrsG26 May 2023
• New Podcast

  86 views 0 comments 0 points Started by CQplanning March 2023
• Some useful links, groups and other bits and pieces for paraplanners

  164 views 2 comments 0 points Most recent by Caro March 2023
• HNW/UHNW Case Study Resources

  91 views 0 comments 0 points Started by Elgrandelulu March 2023
• Vitality savings plans

  114 views 4 comments 0 points Most recent by Nath February 2023
• From Paraplanner to Financial Planner

  338 views 4 comments 0 points Most recent by Nath February 2023
• What is it with ReAssure?

  249 views 4 comments 0 points Most recent by Ralfos January 2023
• The end of the paraplanner?

  387 views 2 comments 0 points Most recent by TomLloyd_Read January 2023
• Role

  145 views 1 comment 0 points Most recent by Admin January 2023
• CII and PFS situation

  171 views 0 comments 0 points Started by Mosher December 2022