General

• Client information and Data Protection

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

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

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

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

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

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

  2.2K views 8 comments 0 points Most recent by SA96 July 2022
• Paraplanners filling in Application Forms

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

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

  793 views 11 comments 0 points Most recent by Nath May 2022
• TRS - Registering for clients

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

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

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

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

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

  1.4K views 9 comments 0 points Most recent by Glyn2000 March 2022
• Adviser Retirement Gifts?

  124 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!

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

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

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

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

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

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

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

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

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

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

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

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

  427 views 5 comments 0 points Most recent by Andy_Schleider June 2021