General

• Forum etiquette

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• Say hello!

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• Updated: Paid for and licensed material

  Announcement 1.2K views 0 comments 0 points Started by Admin March 2019
• Getting started in the Big Tent

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• TRS - Registering for clients

  21 views 0 comments 0 points Started by ruthiebusybee May 23
• Salary

  183 views 7 comments 0 points Most recent by petorb May 16
• How many clients do you have?

  137 views 3 comments 0 points Most recent by Anna03 May 9
• Fancy taking part in the PFS Paraplanner Roadshows?

  53 views 0 comments 0 points Started by Caro April 27
• What number of monitors do you use?

  157 views 5 comments 0 points Most recent by benjaminfabi April 25
• Bond Vs Collective

  120 views 3 comments 0 points Most recent by Asturgess April 19
• Financial planning - exams and career with ADHD etc.

  151 views 3 comments 0 points Most recent by Planner12 April 13
• Paraplanner and Adviser Pay

  249 views 2 comments 0 points Most recent by Clare_Weight March 21
• How many suitability reports do you write a month?

  566 views 9 comments 0 points Most recent by Glyn2000 March 15
• Adviser Retirement Gifts?

  86 views 3 comments 0 points Most recent by Nath March 15
• PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!

  133 views 9 comments 0 points Most recent by richardgough March 3
• PFS Paraplanner Networking sessions - Starting next month

  78 views 2 comments 0 points Most recent by Caro February 3
• Mifid 10% drop notifications

  63 views 0 comments 0 points Started by TimMatthias January 25
• NHS Pension Scheme Advice

  99 views 1 comment 0 points Most recent by DaleLucas January 25
• Work Tracker

  159 views 2 comments 0 points Most recent by Clare_Weight January 17
• Bare Trusts - who are you advising??

  129 views 2 comments 0 points Most recent by ruthiebusybee December 2021
• ESG Investing Questions

  79 views 1 comment 0 points Most recent by JoshuaKnight November 2021
• Generic high level document with basic explanations of each product/acronym etc

  155 views 1 comment 0 points Most recent by Clare_Weight November 2021
• Platform due diligence sources

  123 views 5 comments 0 points Most recent by ruthiebusybee November 2021
• AIM ISA Report Templates

  198 views 4 comments 0 points Most recent by Nath September 2021
• Good speaker on wills, POA & deed of variation

  126 views 3 comments 0 points Most recent by richallum August 2021
• Complaints to Providers on behalf of clients

  153 views 1 comment 0 points Most recent by richardgough August 2021
• Cash Flow Modelling

  323 views 5 comments 0 points Most recent by Andy_Schleider June 2021
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  73 views 0 comments 0 points Started by Caro June 2021
• ESG research

  169 views 4 comments 0 points Most recent by ruthiebusybee June 2021
• When to report chargeable events

  249 views 2 comments 0 points Most recent by ruthiebusybee June 2021
• For any paraplanners who'd like to raise their profile

  198 views 0 comments 0 points Started by Admin May 2021
• History of provider name changes, takeovers and merges etc.

  137 views 4 comments 0 points Most recent by PPWow May 2021
• Back office data and Regulatory data

  99 views 2 comments 0 points Most recent by richallum May 2021