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• Say hello!

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• Updated: Paid for and licensed material

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• Getting started in the Big Tent

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• Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)

  95 views 3 comments 0 points Most recent by PoppySheppard July 28
• What is your paraplanner salary?

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• Financial planning - exams and career with ADHD etc.

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• Paraplanners filling in Application Forms

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• Introduction

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• Salary

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• TRS - Registering for clients

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• How many clients do you have?

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• Fancy taking part in the PFS Paraplanner Roadshows?

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

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• Bond Vs Collective

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• Paraplanner and Adviser Pay

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• How many suitability reports do you write a month?

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

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• PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!

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

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• Mifid 10% drop notifications

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

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• Work Tracker

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• Bare Trusts - who are you advising??

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• ESG Investing Questions

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• Generic high level document with basic explanations of each product/acronym etc

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• Platform due diligence sources

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

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• Good speaker on wills, POA & deed of variation

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• Complaints to Providers on behalf of clients

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• Cash Flow Modelling

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• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

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

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