General

• Fancy a brew? ☕😊

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  Announcement 1K views 0 comments 0 points Started by benjaminfabi December 2019
• Paid & licensed material

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

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

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

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

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

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

  267 views 10 comments 0 points Most recent by Suse1969 November 2019
• State Pension Increase - when does it get paid

  131 views 3 comments 0 points Most recent by Irene November 2019
• What DO you DO?

  249 views 1 comment 0 points Most recent by Andy_Schleider October 2019
• Grammar bug bear - opinions please!

  648 views 6 comments 0 points Most recent by Nathan October 2019
• Articles and content about paraplanning

  210 views 3 comments 0 points Most recent by Caroline October 2019
• Cashflow Planning Modellers

  507 views 11 comments 0 points Most recent by Suse1969 October 2019
• CoInvestor for EIS etc research

  113 views 2 comments 0 points Most recent by Nathan October 2019