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Say hello!
Announcement
9.4K
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185
comments
0
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Most recent by
MlleCameron
September 24
Forum etiquette
Announcement
949
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0
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0
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Started by
benjaminfabi
December 2019
Updated: Paid for and licensed material
Announcement
1.8K
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0
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0
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Started by
Admin
March 2019
Getting started in the Big Tent
Announcement
2.2K
views
0
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0
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Started by
Admin
March 2016
Labour Changes and Clients wishing to Take PCLS
221
views
17
comments
0
points
Most recent by
benjaminfabi
September 27
Agent as Client for DIMs and changing DIMs
48
views
0
comments
0
points
Started by
Wildparaplanner
September 4
Decumulation ATR Questionnaire
87
views
2
comments
0
points
Most recent by
TimMatthias
August 21
Existing Clients - Ad hoc Withdrawals
118
views
4
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0
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Most recent by
SA96
August 9
illustration requirements
171
views
3
comments
0
points
Most recent by
Nath
July 2
What does your firm do for clients with tiny legacy pension pots?
282
views
4
comments
0
points
Most recent by
MothiusManius
May 29
Updating suitability templates for 2024/25
211
views
3
comments
0
points
Most recent by
Gustavo_Fring
March 8
Joint or 2x single SRs?
158
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
Investments for B-Corp company
118
views
3
comments
0
points
Most recent by
TimMatthias
December 2023
How often to issue RPQ
158
views
3
comments
0
points
Most recent by
benjaminfabi
October 2023
Innovative (or not) product ideas that don't exist
163
views
2
comments
0
points
Most recent by
Wildparaplanner
October 2023
Financial planning - exams and career with ADHD etc.
675
views
10
comments
0
points
Most recent by
richallum
October 2023
Some questions from someone interested in transitioning to a Paraplanner
299
views
1
comment
0
points
Most recent by
PippaO
September 2023
AI/ChatGPT right now
259
views
3
comments
0
points
Most recent by
PeterM
September 2023
Making gifts to benefit recipients
70
views
1
comment
0
points
Most recent by
richardgough
July 2023
How does your firm structure paraplanning?
220
views
2
comments
0
points
Most recent by
ruthiebusybee
July 2023
Annual Reviews / FE Analytics / Simplybiz Annual Review Template
157
views
0
comments
0
points
Started by
Colin1980
May 2023
Mortgage Broker - retrain as a Paraplanner?
88
views
0
comments
0
points
Started by
MrsG26
May 2023
New Podcast
85
views
0
comments
0
points
Started by
CQplanning
March 2023
Some useful links, groups and other bits and pieces for paraplanners
163
views
2
comments
0
points
Most recent by
Caro
March 2023
HNW/UHNW Case Study Resources
87
views
0
comments
0
points
Started by
Elgrandelulu
March 2023
Vitality savings plans
112
views
4
comments
0
points
Most recent by
Nath
February 2023
From Paraplanner to Financial Planner
336
views
4
comments
0
points
Most recent by
Nath
February 2023
What is it with ReAssure?
243
views
4
comments
0
points
Most recent by
Ralfos
January 2023
The end of the paraplanner?
382
views
2
comments
0
points
Most recent by
TomLloyd_Read
January 2023
Role
144
views
1
comment
0
points
Most recent by
Admin
January 2023
CII and PFS situation
170
views
0
comments
0
points
Started by
Mosher
December 2022
Ongoing Adviser Fees
177
views
0
comments
0
points
Started by
seanhurst
November 2022
Factfind???
241
views
7
comments
0
points
Most recent by
ParaplannerFP
November 2022
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