General

• Small DB transfer

  136 views 7 comments 0 points Most recent by T_Smith March 2019
• SMCR & paraplanners

  301 views 8 comments 0 points Most recent by richallum February 2019
• Placing an existing Term policy into Trust - Terminally Ill client

  89 views 7 comments 0 points Most recent by richallum February 2019
• At-Retirement Advice Process

  245 views 7 comments 0 points Most recent by parawhat February 2019
• Paraplanners being replaced by AI (again)

  191 views 5 comments 0 points Most recent by richallum February 2019
• Cost Comparison - Break-even point

  111 views 3 comments 0 points Most recent by ruthiebusybee February 2019
• "Top-Up" Investments

  384 views 14 comments 0 points Most recent by Nathan February 2019
• New/Hoping to be/Struggling IFA

  365 views 4 comments 0 points Most recent by JStyle February 2019
• Book suggestions

  227 views 6 comments 0 points Most recent by Navigator February 2019
• MiFID II & Pension

  311 views 7 comments 0 points Most recent by Mattclegg February 2019
• langcat MiFID2 research

  641 views 20 comments 0 points Most recent by richallum January 2019
• Outsourcing admin advice

  107 views 3 comments 0 points Most recent by Clare_Weight January 2019
• CGT Calculator/Optimiser

  144 views 4 comments 0 points Most recent by DanAtkinsonUK January 2019
• Report Content

  211 views 4 comments 0 points Most recent by Jamie_Barnes January 2019
• Scheme pays vs self pay

  137 views 5 comments 0 points Most recent by RoxyParaplanner December 2018
• Advisers look to shift duties to paraplanners

  388 views 9 comments 0 points Most recent by Clare_Weight December 2018
• Portfolio reporting & analysis

  144 views 5 comments 0 points Most recent by richallum November 2018
• Old policies

  104 views 5 comments 0 points Most recent by Yonkers420 November 2018
• Cash Flow training

  186 views 8 comments 0 points Most recent by Nath November 2018
• Annual Reviews

  170 views 3 comments 0 points Most recent by Anna November 2018
• Past Performance Info

  225 views 10 comments 0 points Most recent by amarshall October 2018
• Any Southerners (Dorset) interested in Voyant intro training?

  102 views 1 comment 0 points Most recent by Nath October 2018
• DB "do not transfer" advice charges & VAT

  186 views 12 comments 0 points Most recent by benjaminfabi October 2018
• ETL Adviser Payment

  324 views 4 comments 0 points Most recent by Suse1969 October 2018
• Car insurance occupations - Parachute Packers?

  117 views 2 comments 0 points Most recent by Clare_Weight October 2018
• North West Powwow

  48 views 0 comments 0 points Started by seanhurst October 2018
• DFM due diligence

  100 views 1 comment 0 points Most recent by Suse1969 October 2018
• State of the Adviser Nation - what do paraplanners think?

  115 views 1 comment 0 points Most recent by Suse1969 October 2018
• Template GDPR contract for a para planner

  87 views 0 comments 0 points Started by AA_Consulting September 2018
• Opportunity to learn more about Impact Investing

  84 views 0 comments 0 points Started by DanAtkinsonUK September 2018