General

• How do you recruit a Paraplanner?

  378 views 5 comments 0 points Most recent by KatherineWaspe October 2017
• Email to SMS

  238 views 5 comments 0 points Most recent by Clare_Weight October 2017
• If you were the regulator....

  216 views 5 comments 0 points Most recent by richallum October 2017
• New Business & Dealing Instructions to Admin

  221 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

  362 views 4 comments 0 points Most recent by Nathan August 2017
• Binding equipment

  172 views 3 comments 0 points Most recent by Clare_Weight August 2017
• Any paraplanners thinking of becoming an adviser/planner?

  201 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

  336 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?

  138 views 1 comment 0 points Most recent by benjaminfabi May 2017
• Do you manage a paraplanning team?

  386 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

  320 views 6 comments 0 points Most recent by RichardF February 2017
• Total Cost of Ownership - How much is too much?

  397 views 7 comments 0 points Most recent by Jamie_Barnes February 2017
• Happy Christmas Everyone!

  160 views 4 comments 0 points Most recent by richallum December 2016
• Pension Planning Dilemma

  233 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

  356 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