General

• History of provider name changes, takeovers and merges etc.

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

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

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

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

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

  196 views 0 comments 0 points Started by Caro March 2021
• Abridged Advice

  81 views 0 comments 0 points Started by bombingalong March 2021
• Client Facing Guide to Trusts

  153 views 1 comment 0 points Most recent by benjaminfabi February 2021
• Offer of pro bono paraplanning support

  146 views 0 comments 0 points Started by jwr21 February 2021
• AF5 Revision methods and Resources

  177 views 1 comment 0 points Most recent by LCongdon February 2021
• Looking for an excel template to avoid re-inventing the wheel

  212 views 6 comments 0 points Most recent by Nath February 2021
• Limited Company Investments

  114 views 4 comments 0 points Most recent by Sueh59 January 2021
• Where do you invest personally?

  269 views 8 comments 0 points Most recent by DanAtkinsonUK January 2021
• Trainee Adviser

  255 views 2 comments 0 points Most recent by RohanSivajoti January 2021
• I'm going to raise that subject again - Adviser charging statements and Mifid2

  100 views 0 comments 0 points Started by ruthiebusybee January 2021
• Project management - webinars/reading?

  139 views 4 comments 0 points Most recent by ruthiebusybee December 2020
• Are you organising a virtual Christmas do?

  175 views 5 comments 0 points Most recent by Clare_Weight December 2020
• The Paraplanner Standard .....?

  254 views 5 comments 0 points Most recent by bambi November 2020
• Professional Attorney

  56 views 0 comments 0 points Started by Hucko November 2020
• Trying secure first paraplanning/administrative role after leaving the British Army.

  163 views 2 comments 0 points Most recent by Caro November 2020
• Trustee Bank Accounts

  3.5K views 12 comments 0 points Most recent by arongunningham October 2020
• Charges

  242 views 3 comments 0 points Most recent by richallum September 2020
• 'Simple' fund switch letter

  221 views 1 comment 0 points Most recent by JoshuaKnight September 2020
• Keeping up to date............

  79 views 0 comments 0 points Started by ruthiebusybee September 2020
• Looking for a good top-slicing webinar

  141 views 4 comments 0 points Most recent by ruthiebusybee September 2020
• Just checking in....

  239 views 4 comments 0 points Most recent by Caroline_Singleton August 2020
• Initial Client Contact Protocol

  105 views 0 comments 0 points Started by GallusAlice August 2020
• What industry awards are there for Financial Advisers?

  84 views 0 comments 0 points Started by RickSanchez August 2020
• Advertising / Marketing

  98 views 3 comments 0 points Most recent by Rcaisley August 2020
• Careers - the best move to make?

  277 views 4 comments 0 points Most recent by Caroline_Singleton August 2020