General

• Supporting One Another

  1.7K views 71 comments 0 points Most recent by Clairebear512 August 2020
• Paraplanners wanted for paid research project

  162 views 0 comments 0 points Started by richallum July 2020
• Rebroking Life Cover

  203 views 5 comments 0 points Most recent by Caro June 2020
• Letter template for Annual Review (Investments)

  510 views 2 comments 0 points Most recent by TerrierLady June 2020
• 'Lower value' clients

  221 views 5 comments 0 points Most recent by Gustavo_Fring June 2020
• 360 Templates

  207 views 9 comments 0 points Most recent by parawhat May 2020
• Fancy a brew? ☕😊

  87 views 0 comments 0 points Started by Caro May 2020
• Recommend me an office chair

  175 views 6 comments 0 points Most recent by Gustavo_Fring May 2020
• Report writing tools v internal templates

  219 views 3 comments 0 points Most recent by Chris_Hindle1 May 2020
• The Ultimate Paraplanner Questionnaire 2020!

  252 views 2 comments 0 points Most recent by PPWow April 2020
• Hello

  72 views 0 comments 0 points Started by Elaine2685 April 2020
• Pension Providers & Payslips

  89 views 1 comment 0 points Most recent by ruthiebusybee April 2020
• #AdviseHer - please share your views on financial planning for women

  182 views 2 comments 0 points Most recent by Fiona March 2020
• CISI Paraplanner Conference

  120 views 7 comments 0 points Most recent by richallum March 2020
• Route to adviser

  192 views 1 comment 0 points Most recent by Rcaisley March 2020
• Most popular pension providers and products

  146 views 2 comments 0 points Most recent by PPWow March 2020
• Life before paraplanning

  963 views 25 comments 0 points Most recent by Navigator February 2020
• Individual Protection 2016 - reference number

  101 views 1 comment 0 points Most recent by Nath February 2020
• Insured funds vs Institutional

  191 views 2 comments 0 points Most recent by benjaminfabi February 2020
• Developing paraplanning skills

  196 views 3 comments 0 points Most recent by LiamD0529 January 2020
• New LIBF Level 4 Diploma in Paraplanning Launched

  302 views 2 comments 0 points Most recent by Andy_Schleider January 2020
• Paying for the daughter's wedding - PET?

  358 views 5 comments 0 points Most recent by Jona January 2020
• Forum etiquette

  Announcement 634 views 0 comments 0 points Started by benjaminfabi December 2019
• Paid & licensed material

  113 views 0 comments 0 points Started by Admin December 2019
• Administrator to Paraplanner - Struggle!

  727 views 18 comments 0 points Most recent by Caro December 2019
• Client Meeting Attendance

  325 views 6 comments 0 points Most recent by Caro December 2019
• Transactional Advice

  87 views 0 comments 0 points Started by Yonkers420 November 2019
• D2C Platform

  50 views 0 comments 0 points Started by Yonkers420 November 2019
• How do you present your reports?

  290 views 5 comments 0 points Most recent by ruthiebusybee November 2019
• Streamline processes: Replacement Policy Forms/Research Rationale necessary? Appendices on CD OK?

  256 views 10 comments 0 points Most recent by Suse1969 November 2019