General

• Lifetime Allowance Query

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

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

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

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

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

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

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

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

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

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

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

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

  3.9K views 13 comments 0 points Most recent by Jona May 2018
• Car Share to CISI Paraplanning Conference 13/6 from Bristol Offered

  138 views 0 comments 0 points Started by Maddy May 2018
• PI Insurance

  220 views 3 comments 0 points Most recent by richallum April 2018
• No. of Paraplanners in UK

  395 views 7 comments 0 points Most recent by Caro March 2018
• Would advice be VAT-able in this instance

  224 views 9 comments 0 points Most recent by Suse1969 March 2018
• Paraplanner apprenticeship axed

  246 views 5 comments 0 points Most recent by Suse1969 February 2018
• Small business "roles"

  245 views 3 comments 0 points Most recent by benjaminfabi February 2018
• New to POWWOW - Just to say Hi, and see if anyone is in the Cardiff area

  141 views 4 comments 0 points Most recent by LewysRichards February 2018
• Paraplanner Performance Review

  375 views 1 comment 0 points Most recent by parawhat February 2018
• Going Directly Authorised

  202 views 3 comments 0 points Most recent by richallum February 2018
• Disclosure agreements

  106 views 0 comments 0 points Started by desmond December 2017
• R02 - J10

  654 views 2 comments 0 points Most recent by luisamato December 2017
• Civil Service Pension Share

  131 views 0 comments 0 points Started by Rebecca_Tuck November 2017
• Looking for Job Title suggestions for the admin team

  292 views 7 comments 0 points Most recent by ElsaOrdonezG November 2017
• GIA CGT calculation

  1K views 3 comments 0 points Most recent by parawhat November 2017
• Client Death

  164 views 1 comment 0 points Most recent by benjaminfabi October 2017
• Impact Investing - measuring the impact

  106 views 0 comments 0 points Started by DanAtkinsonUK October 2017
• Interview Questions

  848 views 4 comments 0 points Most recent by Gustavo_Fring October 2017