Toggle navigation
PARAPLANNERS
ASSEMBLY
Events
Blog
Supporters
Home
›
General
General
Anything else not covered by another category.
«
1
2
3
4
5
6
7
8
9
»
Forum etiquette
Announcement
476
views
1
comment
0
points
Most recent by
larhan
January 21
Say hello!
Announcement
7.6K
views
167
comments
0
points
Most recent by
richallum
April 2021
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
Announcement
1.5K
views
0
comments
0
points
Started by
Admin
March 2016
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
«
1
2
3
4
5
6
7
8
9
»