The Big Tent

• Say hello!

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• Forum etiquette

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• Paid for & licensed material

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• Getting started in the Big Tent

  Announcement 1.3K views 0 comments 0 points Started by Admin March 2016 General
• Professional Indemnity Insurance

  14 views 1 comment 0 points Most recent by Andy_Schleider 5:11PMOutsourced & freelance paraplanners
• R06 January

  687 views 18 comments 0 points Most recent by michaeltwenty21 1:53PMCPD & Exams
• BrandFT / Wizard Learning

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• R06 February 2021

  89 views 3 comments 0 points Most recent by Gayle 11:16AMCPD & Exams
• R04

  357 views 7 comments 0 points Most recent by paul718 January 14CPD & Exams
• Sharia Investing

  122 views 4 comments 0 points Most recent by mq123 January 14Technical stuff
• AF8

  4.3K views 36 comments 0 points Most recent by MLokhandwala January 14CPD & Exams
• Platform due diligence help

  74 views 2 comments 0 points Most recent by arongunningham January 13Products & providers
• Investment Bond encashment within a SSAS

  47 views 2 comments 0 points Most recent by Colin1980 January 11Technical stuff
• Trust/ MWPA help

  81 views 5 comments 0 points Most recent by Caro January 8Technical stuff
• Charging for telephone calls to providers

  119 views 3 comments 0 points Most recent by arongunningham January 7Outsourced & freelance paraplanners
• R03 - Anyone used BTS material

  220 views 4 comments 0 points Most recent by Sueh59 January 4CPD & Exams
• MiFID II Ex-ante disclosure for fund switches/portfolio changes

  356 views 7 comments 0 points Most recent by benjaminfabi December 2020Technical stuff
• Difference between a Model Portfolio vs ie Scottish Widows Pension Portfolio or RL Governed Portfoli

  127 views 8 comments 0 points Most recent by arongunningham December 2020Technical stuff
• RO2 question query

  100 views 4 comments 0 points Most recent by ClaireE1 December 2020CPD & Exams
• Transferring stock to a spouse

  73 views 1 comment 0 points Most recent by PPWow December 2020Technical stuff
• Help on R04

  103 views 3 comments 0 points Most recent by Anna03 December 2020CPD & Exams
• Project management - webinars/reading?

  108 views 4 comments 0 points Most recent by ruthiebusybee December 2020General
• Help for anyone trying to break into Paraplanning and financial planning

  140 views 1 comment 0 points Most recent by StephenH December 2020New to paraplanning
• AF1 - February 2021

  61 views 0 comments 0 points Started by Alexander December 2020 CPD & Exams
• AF5 - March 2021

  76 views 1 comment 0 points Most recent by T_Smith December 2020CPD & Exams
• Are you organising a virtual Christmas do?

  118 views 5 comments 0 points Most recent by Clare_Weight December 2020General
• Complete IT support shake-up - opinions please!

  389 views 18 comments 0 points Most recent by richallum December 2020Technology & IT
• Dutch funds for UK investors

  55 views 2 comments 0 points Most recent by DanAtkinsonUK December 2020Technical stuff
• Initial Costs

  131 views 3 comments 0 points Most recent by Andy_Schleider December 2020Outsourced & freelance paraplanners
• MPS Info

  103 views 3 comments 0 points Most recent by arongunningham December 2020Technical stuff
• AF exams - sitting more than one at a time

  134 views 4 comments 0 points Most recent by SW1990 December 2020CPD & Exams
• Pension Switching - Selectapension vs Adviserasset

  69 views 1 comment 0 points Most recent by richardgough November 2020Products & providers
• Pension sharing and getting information from providers

  73 views 2 comments 0 points Most recent by Marta November 2020Technical stuff