General

• Mifid 10% drop notifications

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  107 views 0 comments 0 points Started by ruthiebusybee January 2021