General

• Annual Reviews

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

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

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

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

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

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

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

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

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

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

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

  1.2K views 4 comments 0 points Most recent by luisamato September 2018
• PCLS Suitability Reports

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  4K views 13 comments 0 points Most recent by Jona May 2018