General

• Trustee Bank Accounts

  3.6K views 12 comments 0 points Most recent by arongunningham October 2020
• Charges

  267 views 3 comments 0 points Most recent by richallum September 2020
• 'Simple' fund switch letter

  226 views 1 comment 0 points Most recent by JoshuaKnight September 2020
• Keeping up to date............

  86 views 0 comments 0 points Started by ruthiebusybee September 2020
• Looking for a good top-slicing webinar

  147 views 4 comments 0 points Most recent by ruthiebusybee September 2020
• Just checking in....

  243 views 4 comments 0 points Most recent by Caroline_Singleton August 2020
• Initial Client Contact Protocol

  108 views 0 comments 0 points Started by GallusAlice August 2020
• What industry awards are there for Financial Advisers?

  85 views 0 comments 0 points Started by RickSanchez August 2020
• Advertising / Marketing

  103 views 3 comments 0 points Most recent by Rcaisley August 2020
• Careers - the best move to make?

  279 views 4 comments 0 points Most recent by Caroline_Singleton August 2020
• Supporting One Another

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  198 views 3 comments 0 points Most recent by LiamD0529 January 2020