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Personal Finance Society Paraplanner of the Year Award - Closing Soon!
88
views
0
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0
points
Started by
Caro
June 2021
ESG research
181
views
4
comments
0
points
Most recent by
ruthiebusybee
June 2021
When to report chargeable events
730
views
2
comments
0
points
Most recent by
ruthiebusybee
June 2021
For any paraplanners who'd like to raise their profile
212
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0
comments
0
points
Started by
Admin
May 2021
History of provider name changes, takeovers and merges etc.
147
views
4
comments
0
points
Most recent by
PPWow
May 2021
Back office data and Regulatory data
139
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2
comments
0
points
Most recent by
richallum
May 2021
How could I assist (you) a paraplanner and in turn the adviser best
158
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1
comment
0
points
Most recent by
Anna03
May 2021
R01 Study materials help
282
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1
comment
0
points
Most recent by
Andy_Schleider
May 2021
How many of us are there?
159
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2
comments
0
points
Most recent by
PPWow
March 2021
Fancy helping out the PFS Paraplanner Panel?
200
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0
comments
0
points
Started by
Caro
March 2021
Abridged Advice
83
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0
comments
0
points
Started by
bombingalong
March 2021
Client Facing Guide to Trusts
153
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1
comment
0
points
Most recent by
benjaminfabi
February 2021
Offer of pro bono paraplanning support
147
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0
comments
0
points
Started by
jwr21
February 2021
AF5 Revision methods and Resources
192
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1
comment
0
points
Most recent by
LCongdon
February 2021
Looking for an excel template to avoid re-inventing the wheel
216
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6
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0
points
Most recent by
Nath
February 2021
Limited Company Investments
116
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4
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0
points
Most recent by
Sueh59
January 2021
Where do you invest personally?
276
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8
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0
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Most recent by
DanAtkinsonUK
January 2021
Trainee Adviser
256
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2
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0
points
Most recent by
RohanSivajoti
January 2021
I'm going to raise that subject again - Adviser charging statements and Mifid2
103
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0
comments
0
points
Started by
ruthiebusybee
January 2021
Project management - webinars/reading?
141
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4
comments
0
points
Most recent by
ruthiebusybee
December 2020
Are you organising a virtual Christmas do?
180
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5
comments
0
points
Most recent by
Clare_Weight
December 2020
The Paraplanner Standard .....?
260
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5
comments
0
points
Most recent by
bambi
November 2020
Professional Attorney
60
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0
comments
0
points
Started by
Hucko
November 2020
Trying secure first paraplanning/administrative role after leaving the British Army.
171
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2
comments
0
points
Most recent by
Caro
November 2020
Trustee Bank Accounts
3.6K
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12
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0
points
Most recent by
arongunningham
October 2020
Charges
260
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3
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0
points
Most recent by
richallum
September 2020
'Simple' fund switch letter
225
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1
comment
0
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Most recent by
JoshuaKnight
September 2020
Keeping up to date............
86
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0
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0
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Started by
ruthiebusybee
September 2020
Looking for a good top-slicing webinar
145
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4
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0
points
Most recent by
ruthiebusybee
September 2020
Just checking in....
242
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4
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0
points
Most recent by
Caroline_Singleton
August 2020
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