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If you were the regulator....
215
views
5
comments
0
points
Most recent by
richallum
October 2017
New Business & Dealing Instructions to Admin
220
views
4
comments
0
points
Most recent by
alex_lannin
October 2017
PFS Festival
279
views
7
comments
0
points
Most recent by
Suse1969
October 2017
The Paraplanner Standard
1.3K
views
27
comments
0
points
Most recent by
richardgough
October 2017
Paraplanner Manager Lunch
296
views
6
comments
0
points
Most recent by
DanAtkinsonUK
September 2017
Travel to the National PowWow
194
views
2
comments
0
points
Most recent by
richallum
September 2017
Review/Rebalance Process
361
views
4
comments
0
points
Most recent by
Nathan
August 2017
Binding equipment
171
views
3
comments
0
points
Most recent by
Clare_Weight
August 2017
Any paraplanners thinking of becoming an adviser/planner?
200
views
0
comments
0
points
Started by
richallum
July 2017
March Howwow acronyms
184
views
2
comments
0
points
Most recent by
Suse1969
July 2017
Factfind completion
335
views
2
comments
0
points
Most recent by
Jona
June 2017
Speaker recommendation needed
138
views
0
comments
0
points
Started by
richallum
May 2017
Paraplanner Involvement in Investment Decisions
258
views
6
comments
0
points
Most recent by
benjaminfabi
May 2017
Does your firm have a customer feedback process?
157
views
1
comment
0
points
Most recent by
ElsaOrdonezG
May 2017
Are there any tax breaks claimable for working from home?
137
views
1
comment
0
points
Most recent by
benjaminfabi
May 2017
Do you manage a paraplanning team?
384
views
10
comments
0
points
Most recent by
mjeffs
April 2017
NextGen Planners podcast on paraplanning
230
views
1
comment
0
points
Most recent by
benjaminfabi
April 2017
Podcasts and Webinars recommendations
154
views
1
comment
0
points
Most recent by
richallum
February 2017
new year new direction
319
views
6
comments
0
points
Most recent by
RichardF
February 2017
Total Cost of Ownership - How much is too much?
395
views
7
comments
0
points
Most recent by
Jamie_Barnes
February 2017
Happy Christmas Everyone!
159
views
4
comments
0
points
Most recent by
richallum
December 2016
Pension Planning Dilemma
232
views
3
comments
0
points
Most recent by
Nathan
November 2016
Paraplanning Opportunity @ WRS Fornham Chartered Finncial Planners based in Colchester, Essex
141
views
0
comments
0
points
Started by
IFraser
November 2016
How do you feel about the 'Paraplanning Standard' - share your thoughts here
264
views
3
comments
0
points
Most recent by
Claire Goodwin
October 2016
Outsourcing Compliance
241
views
4
comments
0
points
Most recent by
richardince
October 2016
Cashflow Assumptions
353
views
6
comments
0
points
Most recent by
richardgough
September 2016
Moved: Paraplanner Event - Manchester City Centre 27th October 2016
Closed
1
view
0
comments
0
points
Started by
Claire Goodwin
September 2016
Paraplanner/Investment Admin opportunity in the South West
146
views
0
comments
0
points
Started by
JamesM
August 2016
Career Opportunity at EQ Investors
182
views
0
comments
0
points
Started by
VictoriaG
August 2016
Want to help CISI shape the future of paraplanning?
108
views
0
comments
0
points
Started by
richallum
July 2016
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