General

• Periodic Assessment of Suitability

  437 views 4 comments 0 points Most recent by luisamato September 2018
• PCLS Suitability Reports

  455 views 12 comments 0 points Most recent by benjaminfabi September 2018
• Travel to the PowWow

  83 views 0 comments 0 points Started by DanAtkinsonUK September 2018
• Experience in Paraplanning Interviews

  193 views 2 comments 0 points Most recent by arongunningham August 2018
• CII Level 4 Diploma Recognized Abroad?

  211 views 2 comments 0 points Most recent by Newbie August 2018
• Report writing guide for Administrators/Trainee Paraplanners

  383 views 4 comments 0 points Most recent by richallum August 2018
• Lifetime Allowance Query

  129 views 2 comments 0 points Most recent by Sam August 2018
• Alternative wording - "Illustrative Annuity Purchase Date"

  104 views 3 comments 0 points Most recent by arongunningham July 2018
• Who should Fact find - the adviser, the paraplanner, or a combination?

  207 views 4 comments 0 points Most recent by Clare_Weight July 2018
• Crystal Clear mark

  131 views 1 comment 0 points Most recent by arongunningham July 2018
• Moving from an Advisory to Discretionary investment proposition

  185 views 12 comments 0 points Most recent by Gustavo_Fring July 2018
• Service Level Agreements

  163 views 3 comments 0 points Most recent by benjaminfabi June 2018
• I can't train

  274 views 4 comments 0 points Most recent by Rebecca_Tuck June 2018
• Shadowing?

  202 views 3 comments 0 points Most recent by Tory May 2018
• Suitability Report Templates

  567 views 5 comments 0 points Most recent by edevan5 May 2018
• Simpler language

  301 views 4 comments 0 points Most recent by muppetonastick May 2018
• Pension transfer specialist

  188 views 3 comments 0 points Most recent by richallum May 2018
• What part of the report takes the most time?

  270 views 5 comments 0 points Most recent by Janeen.Stevens May 2018
• GDPR & Posting

  3K views 13 comments 0 points Most recent by Jona May 2018
• Car Share to CISI Paraplanning Conference 13/6 from Bristol Offered

  123 views 0 comments 0 points Started by Maddy May 2018
• PI Insurance

  196 views 3 comments 0 points Most recent by richallum April 2018
• No. of Paraplanners in UK

  345 views 7 comments 0 points Most recent by Caro March 2018
• Would advice be VAT-able in this instance

  189 views 9 comments 0 points Most recent by Suse1969 March 2018
• Paraplanner apprenticeship axed

  210 views 5 comments 0 points Most recent by Suse1969 February 2018
• Small business "roles"

  228 views 3 comments 0 points Most recent by benjaminfabi February 2018
• New to POWWOW - Just to say Hi, and see if anyone is in the Cardiff area

  121 views 4 comments 0 points Most recent by LewysRichards February 2018
• Paraplanner Performance Review

  301 views 1 comment 0 points Most recent by parawhat February 2018
• Going Directly Authorised

  176 views 3 comments 0 points Most recent by richallum February 2018
• Disclosure agreements

  95 views 0 comments 0 points Started by desmond December 2017
• R02 - J10

  321 views 2 comments 0 points Most recent by luisamato December 2017