The Big Tent

• Say hello!

  Announcement 9.5K views 185 comments 0 points Most recent by MlleCameron September 2024General
• Forum etiquette

  Announcement 963 views 0 comments 0 points Started by benjaminfabi December 2019 General
• Updated: Paid for and licensed material

  Announcement 1.8K views 0 comments 0 points Started by Admin March 2019 General
• Getting started in the Big Tent

  Announcement 2.2K views 0 comments 0 points Started by Admin March 2016 General
• What qualifications are needed for DB pension reports

  35 views 3 comments 0 points Most recent by JouneyToFreelance 8:12AMCPD & Exams
• Structured Training for Trainee Paraplanner

  438 views 6 comments 0 points Most recent by markac January 3Team leaders & managers
• QROPS and TTFAC

  111 views 5 comments 0 points Most recent by Graham_Turner January 3Technical stuff
• Allowable expenses

  62 views 1 comment 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Help for a Job Interview

  128 views 6 comments 0 points Most recent by CapitalCrusader December 2024New to paraplanning
• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  62 views 0 comments 0 points Started by MLokhandwala December 2024 Team leaders & managers
• Drawing taxable income from pension to fund WOL policy

  113 views 8 comments 0 points Most recent by les_cameron December 2024Technical stuff
• Full transfer of GMP to a lifetime annuity

  93 views 10 comments 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Interaction of Loans, Gifts and CLTs

  41 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• People who took PCLS before the Budget and returned it using "cancellation rights"

  204 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Canada Life pension transfer to the UK

  78 views 2 comments 0 points Most recent by les_cameron December 2024Technical stuff
• AF8 Assignment 3

  603 views 7 comments 0 points Most recent by MaggieT December 2024CPD & Exams
• Joint whole of life on second death

  115 views 4 comments 0 points Most recent by GolfPutt21 December 2024Technical stuff
• Cash ISAs for children - parental settlement?

  68 views 2 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• CGT - pre & post budget

  112 views 4 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• M&G wrapper comparison tool

  90 views 2 comments 0 points Most recent by smith November 2024Technical stuff
• Scheme Specific TFC and the new Lump Sum Allowance

  323 views 9 comments 0 points Most recent by les_cameron November 2024Technical stuff
• JO9 - any advice?

  3.2K views 14 comments 0 points Most recent by Manall_hb November 2024CPD & Exams
• Advisory AI

  107 views 0 comments 0 points Started by BenW November 2024 Technology & IT
• Two AF exams in same session?

  110 views 3 comments 0 points Most recent by benjaminfabi November 2024CPD & Exams
• Budget October 2024 - Pensions and IHT

  256 views 6 comments 0 points Most recent by les_cameron November 2024Technical stuff
• Research Tools - Questionnaire for providers

  54 views 0 comments 0 points Started by LKJ23 November 2024 Technology & IT
• AF8 - Cashflow

  139 views 3 comments 0 points Most recent by RachelHalton November 2024CPD & Exams
• FE Analytics Exam

  123 views 2 comments 0 points Most recent by Nath November 2024CPD & Exams
• Agent as Client for DIMs and changing DIMs

  129 views 5 comments 0 points Most recent by benjaminfabi October 2024General
• AdviserCloud

  54 views 0 comments 0 points Started by Kitkil October 2024 General
• SIPPs for non-uk residents

  55 views 1 comment 0 points Most recent by SA96 October 2024Technical stuff
• Reporting requirements for LSA & LSDBA

  76 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Consideration of the clients workplace pension

  114 views 3 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Seccl - I'm interested in your views!

  58 views 0 comments 0 points Started by SarahComptonHall October 2024 Technology & IT