General

• AI/ChatGPT right now

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  2K views 8 comments 0 points Most recent by SA96 July 2022
• Paraplanners filling in Application Forms

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

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

  746 views 11 comments 0 points Most recent by Nath May 2022