General

• Portfolio reporting & analysis

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  313 views 4 comments 0 points Most recent by muppetonastick May 2018