The Big Tent

• Say hello!

  Announcement 10.3K views 201 comments 0 points Most recent by Admin March 19General
• Forum etiquette

  Announcement 1.1K views 0 comments 0 points Started by benjaminfabi December 2019 General
• Updated: Paid for and licensed material

  Announcement 2K views 0 comments 0 points Started by Admin March 2019 General
• Getting started in the Big Tent

  Announcement 2.3K views 0 comments 0 points Started by Admin March 2016 General
• Young civil engineer considering a career switch, some guidance needed

  66 views 1 comment 0 points Most recent by BeckyJ 3:50PMGeneral
• Offshore platforms for a GIA or similar

  31 views 0 comments 0 points Started by ruthiebusybee September 28 Products & providers
• Updating our report style - looking for great webinars for inspiration!

  55 views 3 comments 0 points Most recent by ruthiebusybee September 28Paraplanning tips & tricks
• Repaying a Loan Trust and distributing growth to the Beneficiaries

  47 views 2 comments 0 points Most recent by Aidan_2310 September 24Technical stuff
• Dividends paid post bond surrender

  52 views 1 comment 0 points Most recent by HR246 September 18Technical stuff
• Mourning the loss of TechLink

  90 views 1 comment 0 points Most recent by les_cameron September 10Technical stuff
• CALLING ALL OUTSOURCED PARAPLANNERS!

  327 views 2 comments 0 points Most recent by KristinaPrestige September 4Outsourced & freelance paraplanners
• Assignment between bond gains from excess withdrawals

  137 views 1 comment 0 points Most recent by les_cameron September 1Technical stuff
• Annuity using Beneficiary Drawdown Funds

  83 views 1 comment 0 points Most recent by les_cameron September 1Technical stuff
• Hello from Planning Works

  80 views 0 comments 0 points Started by Korsi August 30 Outsourced & freelance paraplanners
• Putting the feelers out for future subcontracting paraplanning support

  70 views 0 comments 0 points Started by Paraflo August 27 Outsourced & freelance paraplanners
• Pensions Dashboard

  52 views 0 comments 0 points Started by Sam_T August 27 Technical stuff
• Apportioning household expenditure for gifts out of income

  54 views 1 comment 0 points Most recent by les_cameron August 25Technical stuff
• Onshore Bond/Offshore Bond or GIA

  65 views 1 comment 0 points Most recent by les_cameron August 25Technical stuff
• Whole of Life, CLTs and Surplus Income

  85 views 3 comments 0 points Most recent by Sam_T August 21Technical stuff
• Studying CISI Level 7 Financial Planning Case Study (CFP) this August?

  44 views 0 comments 0 points Started by Brendan_Bensley August 21 CPD & Exams
• People's Pension Death Benefit Options

  62 views 1 comment 0 points Most recent by TimMatthias August 18Products & providers
• Jointly held Qualifying BR account transferred to sole name

  69 views 2 comments 0 points Most recent by les_cameron August 18Technical stuff
• Annuities purchased with beneficiary drawdown money

  236 views 12 comments 0 points Most recent by Amy August 17Technical stuff
• Tech query - webcams

  42 views 0 comments 0 points Started by smith August 17 Technology & IT
• Enhanced Tax-Free Cash (Fixed Protection 2016)

  40 views 1 comment 0 points Most recent by les_cameron August 12Technical stuff
• S226 not in trust- position on death

  51 views 2 comments 0 points Most recent by TomLloyd_Read August 12Technical stuff
• Compliance Question - Assigning segments of bond held by a trust to a non-client beneficiary

  78 views 4 comments 0 points Most recent by les_cameron August 12Technical stuff
• Do you have questions about Consumer Duty?

  39 views 0 comments 0 points Started by HannahWynick August 10 General
• AF8 - How long does it take to mark an assignment...As long as a piece of string....

  119 views 3 comments 0 points Most recent by DZ88 August 9CPD & Exams
• Client Ethical Preferences for a Mutual Organisation

  39 views 0 comments 0 points Started by irosie1 August 7 General
• Potential career switcher seeking advice and insights

  65 views 0 comments 0 points Started by jpc August 2 New to paraplanning
• Investments for a client with an overseas spouse

  38 views 0 comments 0 points Started by HR246 July 31 Technical stuff
• Are you a paraplanner who's been thinking about taking the next step into financial advice?

  69 views 0 comments 0 points Started by Bri July 27 Outsourced & freelance paraplanners
• Are you a paraplanner who's been thinking about taking the next step into financial advice?

  33 views 0 comments 0 points Started by Bri July 27 General