General

• Ongoing Adviser Fees

  179 views 0 comments 0 points Started by seanhurst November 2022
• Factfind???

  243 views 7 comments 0 points Most recent by ParaplannerFP November 2022
• Mid Life Career Change from professional role to Paraplanning advice please

  505 views 6 comments 0 points Most recent by Snewton November 2022
• Any users of XPlan? Looking for opinions!

  295 views 5 comments 0 points Most recent by richardgough November 2022
• Investment Policy Statement

  57 views 0 comments 0 points Started by ruthiebusybee October 2022
• Systems / Best Practice

  179 views 3 comments 0 points Most recent by RyanBrown October 2022
• Client information and Data Protection

  104 views 1 comment 0 points Most recent by SimplyParaplanner September 2022
• PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value

  45 views 0 comments 0 points Started by ruthiebusybee August 2022
• How many clients do you have?

  359 views 6 comments 0 points Most recent by Gustavo_Fring August 2022
• Daily Market Update Email

  115 views 3 comments 0 points Most recent by Gustavo_Fring August 2022
• Big night in/big day out train tickets

  97 views 0 comments 0 points Started by Andy_Schleider August 2022
• Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)

  122 views 3 comments 0 points Most recent by PoppySheppard July 2022
• What is your paraplanner salary?

  1.7K views 8 comments 0 points Most recent by SA96 July 2022
• Paraplanners filling in Application Forms

  233 views 3 comments 0 points Most recent by Gustavo_Fring July 2022
• Introduction

  87 views 0 comments 0 points Started by LiamCSIM June 2022
• Salary

  659 views 11 comments 0 points Most recent by Nath May 2022
• TRS - Registering for clients

  162 views 4 comments 0 points Most recent by richardgough May 2022
• Fancy taking part in the PFS Paraplanner Roadshows?

  100 views 0 comments 0 points Started by Caro April 2022
• What number of monitors do you use?

  209 views 5 comments 0 points Most recent by benjaminfabi April 2022
• Bond Vs Collective

  241 views 3 comments 0 points Most recent by Asturgess April 2022
• Paraplanner and Adviser Pay

  529 views 2 comments 0 points Most recent by Clare_Weight March 2022
• How many suitability reports do you write a month?

  1.1K views 9 comments 0 points Most recent by Glyn2000 March 2022
• Adviser Retirement Gifts?

  105 views 3 comments 0 points Most recent by Nath March 2022
• PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!

  163 views 9 comments 0 points Most recent by richardgough March 2022
• PFS Paraplanner Networking sessions - Starting next month

  186 views 2 comments 0 points Most recent by Caro February 2022
• Mifid 10% drop notifications

  84 views 0 comments 0 points Started by TimMatthias January 2022
• NHS Pension Scheme Advice

  133 views 1 comment 0 points Most recent by DaleLucas January 2022
• Work Tracker

  179 views 2 comments 0 points Most recent by Clare_Weight January 2022
• Bare Trusts - who are you advising??

  146 views 2 comments 0 points Most recent by ruthiebusybee December 2021
• ESG Investing Questions

  103 views 1 comment 0 points Most recent by JoshuaKnight November 2021