General

• At-Retirement Advice Process

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  91 views 0 comments 0 points Started by DanAtkinsonUK September 2018
• Periodic Assessment of Suitability

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

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

  86 views 0 comments 0 points Started by DanAtkinsonUK September 2018