The Big Tent

• Say hello!

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

  Announcement 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
• Whole of Life, CLTs and Surplus Income

  43 views 3 comments 0 points Most recent by Sam_T 2:10PMTechnical stuff
• Assignment between bond gains from excess withdrawals

  21 views 0 comments 0 points Started by Colinstewart76 1:09PM Technical stuff
• Studying CISI Level 7 Financial Planning Case Study (CFP) this August?

  10 views 0 comments 0 points Started by Brendan_Bensley 2:05AM CPD & Exams
• People's Pension Death Benefit Options

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

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

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

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

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

  41 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

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

  32 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....

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

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

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

  26 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?

  54 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?

  25 views 0 comments 0 points Started by Bri July 27 General
• The Big Day Out

  52 views 0 comments 0 points Started by CQplanning July 21 General
• Reduction in Yield - Pension Transfer

  66 views 2 comments 0 points Most recent by LWheel2003 July 20Technical stuff
• Inside Paraplanning podcast

  134 views 3 comments 0 points Most recent by DZ88 July 18General
• Corporate investments

  63 views 2 comments 0 points Most recent by les_cameron July 14Technical stuff
• Taking FAD to create income to gift

  96 views 3 comments 0 points Most recent by les_cameron July 3Technical stuff
• Death during a pension transfer

  74 views 2 comments 0 points Most recent by Kat_Mock June 30Technical stuff
• RNRB and annuity guarantee periods

  84 views 3 comments 0 points Most recent by benjaminfabi June 30Technical stuff
• Cash flow modelling inflation rates - what we using?

  150 views 5 comments 0 points Most recent by Spaniel_Sandal June 30General
• Gilt portfolio services on platform?

  99 views 1 comment 0 points Most recent by AlexFreeman June 16Products & providers
• WOL policy for company director's personal benefit

  63 views 2 comments 0 points Most recent by PippaO June 12Technical stuff
• CRBOT for Onshore Bond in Trust

  93 views 2 comments 0 points Most recent by sch0501 June 8Technical stuff
• Any outsourced firms subcontracting at the moment?

  101 views 0 comments 0 points Started by ELM June 3 Outsourced & freelance paraplanners
• the Pension Review

  127 views 2 comments 0 points Most recent by smith May 27Technical stuff