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Say hello!
Announcement
9.2K
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183
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0
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Most recent by
nigel5payne
May 29
General
Forum etiquette
Announcement
939
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0
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0
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
Announcement
1.8K
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0
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0
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
2.1K
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0
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0
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Started by
Admin
March 2016
General
Are you a team leader or manager?
1.3K
views
40
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0
points
Most recent by
MLokhandwala
July 26
Team leaders & managers
Time Apportionment Relief
64
views
2
comments
0
points
Most recent by
Wildparaplanner
July 26
Technical stuff
Disproportionate bond gains
61
views
1
comment
0
points
Most recent by
les_cameron
July 26
Technical stuff
Ending IIP (IPDI) Trust within lifetime
13
views
0
comments
0
points
Started by
smith
July 26
Technical stuff
New money to an existing Loan Trust and TRS requirements
28
views
1
comment
0
points
Most recent by
les_cameron
July 25
Technical stuff
Proceeds from Trust wind up paid to minors - what can be done next?
38
views
2
comments
0
points
Most recent by
Wildparaplanner
July 25
Technical stuff
Scheme-Specific Tax Free Cash
62
views
3
comments
0
points
Most recent by
les_cameron
July 23
Technical stuff
MPS and KIID document disclosure
32
views
0
comments
0
points
Started by
Wildparaplanner
July 23
Technical stuff
TTFAC Calculation
120
views
4
comments
0
points
Most recent by
MarkDevlin
July 19
Technical stuff
Buddy Transfer - One member missed the 12 month deadline
46
views
3
comments
0
points
Most recent by
les_cameron
July 18
Technical stuff
Funding a Pension from an ISA
122
views
3
comments
0
points
Most recent by
les_cameron
July 17
Technical stuff
The Transferable Nil Rate Band - Spouses
91
views
2
comments
0
points
Most recent by
les_cameron
July 17
Technical stuff
Pension Contributions over the Annual Allowance
67
views
2
comments
0
points
Most recent by
les_cameron
July 17
Technical stuff
Client Support / Administrator Team Leader Group
27
views
0
comments
0
points
Started by
Zoe_Claire
July 17
Team leaders & managers
Scottish Pension Tax Relief
121
views
3
comments
0
points
Most recent by
BryceClark22
July 16
Technical stuff
Purchased Life Annuity
235
views
6
comments
0
points
Most recent by
PeterM
July 12
Products & providers
Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75
94
views
4
comments
0
points
Most recent by
Rebtix
July 5
Technical stuff
illustration requirements
146
views
3
comments
0
points
Most recent by
Nath
July 2
General
AF4 v PCIAM
151
views
4
comments
0
points
Most recent by
Steven_McBurnie
June 28
CPD & Exams
Certificate in Paraplanning vs Diploma in Regulated Financial Planning
126
views
4
comments
0
points
Most recent by
JouneyToFreelance
June 27
CPD & Exams
SSTFC
90
views
2
comments
0
points
Most recent by
Sean_Fernyhough
June 27
Technical stuff
Outsourcing Paraplanning Start Up
186
views
2
comments
0
points
Most recent by
MariaEvans24
June 27
Outsourced & freelance paraplanners
Replacing a bond without bring the capital into consideration for the local authority for care fees
121
views
3
comments
0
points
Most recent by
les_cameron
June 27
Technical stuff
Transitional Tax Free Amount - specific case
131
views
4
comments
0
points
Most recent by
LLB
June 24
Technical stuff
AIM shares and replacement property rules
105
views
2
comments
0
points
Most recent by
TimMatthias
June 21
Technical stuff
Unmarried couple investing £300K. Doesn't feel right to me.
157
views
2
comments
0
points
Most recent by
TimMatthias
June 19
Technical stuff
Investment linked / With Profits Annuities
135
views
3
comments
0
points
Most recent by
MothiusManius
June 18
Products & providers
Fund Charges
167
views
4
comments
0
points
Most recent by
Wildparaplanner
June 18
Technical stuff
What AI tools or services are you using or looking at?
403
views
13
comments
0
points
Most recent by
benjaminfabi
June 18
Technology & IT
Clients who are using the pension for IHT - When do you take the lump sum?
157
views
1
comment
0
points
Most recent by
les_cameron
June 17
Technical stuff
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