General

• Experience in Paraplanning Interviews

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

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

  427 views 4 comments 0 points Most recent by richallum August 2018
• 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?

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

  155 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

  181 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

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

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

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

  314 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

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

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

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

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

  252 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

  381 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

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

  133 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

  1.1K views 3 comments 0 points Most recent by parawhat November 2017