General

• Travel to the National PowWow

  201 views 2 comments 0 points Most recent by richallum September 2017
• Review/Rebalance Process

  369 views 4 comments 0 points Most recent by Nathan August 2017
• Binding equipment

  178 views 3 comments 0 points Most recent by Clare_Weight August 2017
• Any paraplanners thinking of becoming an adviser/planner?

  210 views 0 comments 0 points Started by richallum July 2017
• March Howwow acronyms

  191 views 2 comments 0 points Most recent by Suse1969 July 2017
• Factfind completion

  351 views 2 comments 0 points Most recent by Jona June 2017
• Speaker recommendation needed

  154 views 0 comments 0 points Started by richallum May 2017
• Paraplanner Involvement in Investment Decisions

  262 views 6 comments 0 points Most recent by benjaminfabi May 2017
• Does your firm have a customer feedback process?

  165 views 1 comment 0 points Most recent by ElsaOrdonezG May 2017
• Are there any tax breaks claimable for working from home?

  147 views 1 comment 0 points Most recent by benjaminfabi May 2017
• Do you manage a paraplanning team?

  392 views 10 comments 0 points Most recent by mjeffs April 2017
• NextGen Planners podcast on paraplanning

  239 views 1 comment 0 points Most recent by benjaminfabi April 2017
• Podcasts and Webinars recommendations

  161 views 1 comment 0 points Most recent by richallum February 2017
• new year new direction

  334 views 6 comments 0 points Most recent by RichardF February 2017
• Total Cost of Ownership - How much is too much?

  431 views 7 comments 0 points Most recent by Jamie_Barnes February 2017
• Happy Christmas Everyone!

  170 views 4 comments 0 points Most recent by richallum December 2016
• Pension Planning Dilemma

  241 views 3 comments 0 points Most recent by Nathan November 2016
• Paraplanning Opportunity @ WRS Fornham Chartered Finncial Planners based in Colchester, Essex

  148 views 0 comments 0 points Started by IFraser November 2016
• How do you feel about the 'Paraplanning Standard' - share your thoughts here

  275 views 3 comments 0 points Most recent by Claire Goodwin October 2016
• Outsourcing Compliance

  249 views 4 comments 0 points Most recent by richardince October 2016
• Cashflow Assumptions

  402 views 6 comments 0 points Most recent by richardgough September 2016
• Moved: Paraplanner Event - Manchester City Centre 27th October 2016

  Closed 1 view 0 comments 0 points Started by Claire Goodwin September 2016
• Paraplanner/Investment Admin opportunity in the South West

  153 views 0 comments 0 points Started by JamesM August 2016
• Career Opportunity at EQ Investors

  194 views 0 comments 0 points Started by VictoriaG August 2016
• Want to help CISI shape the future of paraplanning?

  119 views 0 comments 0 points Started by richallum July 2016
• Adviser to Paraplanner and Admin ratios

  624 views 5 comments 0 points Most recent by BecciJ July 2016
• Wish List / Set-Up Advice

  321 views 5 comments 0 points Most recent by Colinstewart76 June 2016
• NMA Article

  233 views 4 comments 0 points Most recent by Nathan June 2016
• Paraplanner Technical Insight Seminar

  195 views 3 comments 0 points Most recent by Jamie_Barnes June 2016
• Paraplanner Team Karting Event

  324 views 6 comments 0 points Most recent by richallum May 2016