General

• Old policies

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

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

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

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

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

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

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

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

  67 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?

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

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

  112 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

  959 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

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

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

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

  156 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?

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

  169 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

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

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

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

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

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

  228 views 3 comments 0 points Most recent by richallum May 2018