General

• Updated: Paid for and licensed material

  Announcement 1.9K views 0 comments 0 points Started by Admin March 2019
• Small DB transfer

  152 views 7 comments 0 points Most recent by T_Smith March 2019
• SMCR & paraplanners

  347 views 8 comments 0 points Most recent by richallum February 2019
• Placing an existing Term policy into Trust - Terminally Ill client

  129 views 7 comments 0 points Most recent by richallum February 2019
• At-Retirement Advice Process

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

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

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

  1.4K views 14 comments 0 points Most recent by Nathan February 2019
• New/Hoping to be/Struggling IFA

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

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

  1.1K views 7 comments 0 points Most recent by Mattclegg February 2019
• langcat MiFID2 research

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  135 views 0 comments 0 points Started by AA_Consulting September 2018