General

• CGT Calculator/Optimiser

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  114 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

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

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

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

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

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

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

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

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

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

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

  200 views 3 comments 0 points Most recent by benjaminfabi June 2018