General

• Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)

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

  2.1K views 8 comments 0 points Most recent by SA96 July 2022
• Paraplanners filling in Application Forms

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

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

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

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

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

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

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

  548 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?

  121 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  160 views 4 comments 0 points Most recent by PPWow May 2021