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Say hello!
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Most recent by
Admin
January 23
General
Forum etiquette
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
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Started by
Admin
March 2016
General
Jigsaw Tree and Adviser Outsourcing Ltd
20
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Started by
JoMal
February 19
Technology & IT
Normal Expenditure out of Income - WOL
42
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2
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Most recent by
LLB
February 19
Technical stuff
Corporate held - Offshore Bond
59
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8
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Most recent by
Wildparaplanner
February 18
Technical stuff
Outsourced paraplanning - best way to gain real paraplanning experience independently
139
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6
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Most recent by
SamD
February 18
Outsourced & freelance paraplanners
Paraplanner looking for an Outsourced Paraplanning Role
227
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2
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Most recent by
LeannePivotal
February 18
Outsourced & freelance paraplanners
Tax Wrapper Comparison Tool - Investment Assumptions
51
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2
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Most recent by
juna
February 18
Technical stuff
AI
26
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0
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Started by
SJKE
February 17
Technology & IT
Diploma Qualified Administrator - Is it realistic to jump straight into Paraplanning?
56
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3
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Most recent by
SmallShrimp
February 13
New to paraplanning
Looking at a career change - have some questions
132
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3
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Most recent by
Peter101
February 7
General
Company Director - Pension Funding
65
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2
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Most recent by
GMRJM
February 6
Technical stuff
FEI Analytics versus Fintegrate
116
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10
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Most recent by
sollemoigne
February 5
Technology & IT
Informal gathering for outsourced paraplanners & administrators
62
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0
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Started by
richallum
February 2
Outsourced & freelance paraplanners
Breaching LSA due to retrospective changes
77
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3
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Most recent by
LouiseD
January 28
Technical stuff
Income Protection and being over insured?
78
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4
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Most recent by
benjaminfabi
January 27
Technical stuff
Enhanced Protection with no protected lump sum?
169
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9
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0
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Most recent by
PoppySheppard
January 26
Technical stuff
LSA & Protected TFC
41
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2
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Most recent by
les_cameron
January 26
Technical stuff
Tax-free cash recycling
63
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2
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Most recent by
amarshall
January 26
Technical stuff
Annuity Death Benefits & RNRB
49
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1
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0
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Most recent by
les_cameron
January 23
Technical stuff
Annuities purchased with beneficiary drawdown money
61
views
5
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Most recent by
les_cameron
January 23
Technical stuff
Strictly Come Platforming
65
views
1
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0
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Most recent by
Nathan
January 22
General
Loan Trust
52
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2
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Most recent by
richardgough
January 21
Technical stuff
VCT & pension contributions
391
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13
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Most recent by
les_cameron
January 20
Technical stuff
Vulnerable Persons Trust Election
48
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2
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Most recent by
les_cameron
January 20
Technical stuff
AIM shares and replacement property rules
356
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12
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Most recent by
les_cameron
January 16
Technical stuff
Protected tax-free cash query
92
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5
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Most recent by
les_cameron
January 8
Technical stuff
Microsoft Office test
90
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1
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0
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Most recent by
sch0501
January 6
Paraplanning tips & tricks
TFC Recycling to fund spouse's pension
174
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5
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Most recent by
sch0501
December 2025
Technical stuff
Company-held Bonds/Gilts
82
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3
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0
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Most recent by
GMRJM
December 2025
Technical stuff
Enhanced Protection, Protected Tax Free Cash & LSA
79
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4
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0
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Most recent by
les_cameron
December 2025
Technical stuff
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