General

• Updating suitability templates for 2024/25

  245 views 3 comments 0 points Most recent by Gustavo_Fring March 2024
• Joint or 2x single SRs?

  184 views 1 comment 0 points Most recent by benjaminfabi February 2024
• Investments for B-Corp company

  140 views 3 comments 0 points Most recent by TimMatthias December 2023
• How often to issue RPQ

  189 views 3 comments 0 points Most recent by benjaminfabi October 2023
• Innovative (or not) product ideas that don't exist

  214 views 2 comments 0 points Most recent by Wildparaplanner October 2023
• Financial planning - exams and career with ADHD etc.

  777 views 10 comments 0 points Most recent by richallum October 2023
• Some questions from someone interested in transitioning to a Paraplanner

  730 views 1 comment 0 points Most recent by PippaO September 2023
• AI/ChatGPT right now

  318 views 3 comments 0 points Most recent by PeterM September 2023
• Making gifts to benefit recipients

  88 views 1 comment 0 points Most recent by richardgough July 2023
• How does your firm structure paraplanning?

  252 views 2 comments 0 points Most recent by ruthiebusybee July 2023
• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  206 views 0 comments 0 points Started by Colin1980 May 2023
• Mortgage Broker - retrain as a Paraplanner?

  160 views 0 comments 0 points Started by MrsG26 May 2023
• New Podcast

  92 views 0 comments 0 points Started by CQplanning March 2023
• Some useful links, groups and other bits and pieces for paraplanners

  183 views 2 comments 0 points Most recent by Caro March 2023
• HNW/UHNW Case Study Resources

  111 views 0 comments 0 points Started by Elgrandelulu March 2023
• Vitality savings plans

  142 views 4 comments 0 points Most recent by Nath February 2023
• From Paraplanner to Financial Planner

  364 views 4 comments 0 points Most recent by Nath February 2023
• What is it with ReAssure?

  294 views 4 comments 0 points Most recent by Ralfos January 2023
• The end of the paraplanner?

  420 views 2 comments 0 points Most recent by TomLloyd_Read January 2023
• Role

  160 views 1 comment 0 points Most recent by Admin January 2023
• CII and PFS situation

  197 views 0 comments 0 points Started by Mosher December 2022
• Ongoing Adviser Fees

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

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

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

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

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

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

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

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

  415 views 6 comments 0 points Most recent by Gustavo_Fring August 2022