Toggle navigation
Events
Supporters
Resources
Get Involved
Home
›
General
General
Anything else not covered by another category.
«
1
2
3
4
5
6
7
…
10
»
Say hello!
Announcement
9.6K
views
186
comments
0
points
Most recent by
7Maid4
January 11
Forum etiquette
Announcement
964
views
0
comments
0
points
Started by
benjaminfabi
December 2019
Updated: Paid for and licensed material
Announcement
1.9K
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
Vulnerability Training
33
views
1
comment
0
points
Most recent by
Steven_McBurnie
January 17
Data gathering
49
views
1
comment
0
points
Most recent by
Nathan
January 10
Agent as Client for DIMs and changing DIMs
132
views
5
comments
0
points
Most recent by
benjaminfabi
October 2024
AdviserCloud
57
views
0
comments
0
points
Started by
Kitkil
October 2024
Client servicing level / segmentation
43
views
0
comments
0
points
Started by
Jona
October 2024
Labour Changes and Clients wishing to Take PCLS
438
views
17
comments
0
points
Most recent by
benjaminfabi
September 2024
Decumulation ATR Questionnaire
101
views
2
comments
0
points
Most recent by
TimMatthias
August 2024
Existing Clients - Ad hoc Withdrawals
141
views
4
comments
0
points
Most recent by
SA96
August 2024
illustration requirements
180
views
3
comments
0
points
Most recent by
Nath
July 2024
What does your firm do for clients with tiny legacy pension pots?
294
views
4
comments
0
points
Most recent by
MothiusManius
May 2024
Updating suitability templates for 2024/25
217
views
3
comments
0
points
Most recent by
Gustavo_Fring
March 2024
Joint or 2x single SRs?
162
views
1
comment
0
points
Most recent by
benjaminfabi
February 2024
Investments for B-Corp company
121
views
3
comments
0
points
Most recent by
TimMatthias
December 2023
How often to issue RPQ
163
views
3
comments
0
points
Most recent by
benjaminfabi
October 2023
Innovative (or not) product ideas that don't exist
178
views
2
comments
0
points
Most recent by
Wildparaplanner
October 2023
Financial planning - exams and career with ADHD etc.
696
views
10
comments
0
points
Most recent by
richallum
October 2023
Some questions from someone interested in transitioning to a Paraplanner
366
views
1
comment
0
points
Most recent by
PippaO
September 2023
AI/ChatGPT right now
266
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?
224
views
2
comments
0
points
Most recent by
ruthiebusybee
July 2023
Annual Reviews / FE Analytics / Simplybiz Annual Review Template
165
views
0
comments
0
points
Started by
Colin1980
May 2023
Mortgage Broker - retrain as a Paraplanner?
91
views
0
comments
0
points
Started by
MrsG26
May 2023
New Podcast
87
views
0
comments
0
points
Started by
CQplanning
March 2023
Some useful links, groups and other bits and pieces for paraplanners
165
views
2
comments
0
points
Most recent by
Caro
March 2023
HNW/UHNW Case Study Resources
95
views
0
comments
0
points
Started by
Elgrandelulu
March 2023
Vitality savings plans
115
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?
257
views
4
comments
0
points
Most recent by
Ralfos
January 2023
The end of the paraplanner?
389
views
2
comments
0
points
Most recent by
TomLloyd_Read
January 2023
«
1
2
3
4
5
6
7
…
10
»