General

• TRS - Registering for clients

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

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

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

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

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

  1.3K views 9 comments 0 points Most recent by Glyn2000 March 2022
• Adviser Retirement Gifts?

  110 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!

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

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

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

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

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

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

  108 views 1 comment 0 points Most recent by JoshuaKnight November 2021
• Generic high level document with basic explanations of each product/acronym etc

  175 views 1 comment 0 points Most recent by Clare_Weight November 2021
• Platform due diligence sources

  160 views 5 comments 0 points Most recent by ruthiebusybee November 2021
• AIM ISA Report Templates

  230 views 4 comments 0 points Most recent by Nath September 2021
• Good speaker on wills, POA & deed of variation

  195 views 3 comments 0 points Most recent by richallum August 2021
• Complaints to Providers on behalf of clients

  328 views 1 comment 0 points Most recent by richardgough August 2021
• Cash Flow Modelling

  413 views 5 comments 0 points Most recent by Andy_Schleider June 2021
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  90 views 0 comments 0 points Started by Caro June 2021
• ESG research

  186 views 4 comments 0 points Most recent by ruthiebusybee June 2021
• When to report chargeable events

  826 views 2 comments 0 points Most recent by ruthiebusybee June 2021
• For any paraplanners who'd like to raise their profile

  217 views 0 comments 0 points Started by Admin May 2021
• History of provider name changes, takeovers and merges etc.

  153 views 4 comments 0 points Most recent by PPWow May 2021
• Back office data and Regulatory data

  150 views 2 comments 0 points Most recent by richallum May 2021
• How could I assist (you) a paraplanner and in turn the adviser best

  172 views 1 comment 0 points Most recent by Anna03 May 2021
• R01 Study materials help

  309 views 1 comment 0 points Most recent by Andy_Schleider May 2021
• How many of us are there?

  164 views 2 comments 0 points Most recent by PPWow March 2021
• Fancy helping out the PFS Paraplanner Panel?

  209 views 0 comments 0 points Started by Caro March 2021