The Big Tent

• Say hello!

  Announcement 7.1K views 167 comments 0 points Most recent by richallum April 22General
• Forum etiquette

  Announcement 323 views 0 comments 0 points Started by benjaminfabi December 2019 General
• Updated: Paid for and licensed material

  Announcement 1K views 0 comments 0 points Started by Admin March 2019 General
• Getting started in the Big Tent

  Announcement 1.4K views 0 comments 0 points Started by Admin March 2016 General
• Staff Appraisals

  70 views 1 comment 0 points Most recent by Nath July 30Team leaders & managers
• Trust on Pension Death Benefits

  97 views 2 comments 0 points Most recent by benjaminfabi July 24Technical stuff
• Complex Life Assurance - Cancer diagnosis

  88 views 2 comments 0 points Most recent by KathrynKnowles July 19Products & providers
• Comparing investment performance

  87 views 2 comments 0 points Most recent by benjaminfabi July 16Technical stuff
• Flexible Reversionary Trusts

  99 views 2 comments 0 points Most recent by Charlotte_Collier July 16Technical stuff
• Corporate investment - the practical stuff

  52 views 0 comments 0 points Started by Hnew July 8 Technical stuff
• New to Paraplanning Team Leader Role

  155 views 1 comment 0 points Most recent by Gustavo_Fring July 6Team leaders & managers
• Cash Flow Modelling

  218 views 5 comments 0 points Most recent by Andy_Schleider June 25General
• Employing staff - costs

  118 views 1 comment 0 points Most recent by benjaminfabi June 23Outsourced & freelance paraplanners
• Ultra Low Cost MPS

  179 views 2 comments 0 points Most recent by sophieausten June 21Products & providers
• SIPP Annual Review with Commercial Property

  87 views 2 comments 0 points Most recent by GallusAlice June 21Technical stuff
• Fintegrate

  181 views 4 comments 0 points Most recent by TimMatthias June 21Technology & IT
• R06 July 2021 Exam - Case study out

  270 views 0 comments 0 points Started by Wildcherry June 19 CPD & Exams
• Trust Register - How are people documenting this in reports

  98 views 2 comments 0 points Most recent by arongunningham June 18Technical stuff
• Web Domains

  59 views 0 comments 0 points Started by Nathan June 17 Outsourced & freelance paraplanners
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  62 views 0 comments 0 points Started by Caro June 10 General
• ESG research

  142 views 4 comments 0 points Most recent by ruthiebusybee June 9General
• Pension Cost Comparison (OCF v OCF or OCF v MIFID II charges)

  129 views 2 comments 0 points Most recent by Mosher June 9Technical stuff
• When to report chargeable events

  125 views 2 comments 0 points Most recent by ruthiebusybee June 8General
• IHT & Trusts

  157 views 3 comments 0 points Most recent by richardgough June 1Technical stuff
• Voyant question: Earnings Growth

  75 views 1 comment 0 points Most recent by richardgough May 28Technical stuff
• For any paraplanners who'd like to raise their profile

  150 views 0 comments 0 points Started by Admin May 26 General
• QROPS Quandary

  64 views 0 comments 0 points Started by PKO7375 May 26 Technical stuff
• Suitability Report Templates / Tools

  342 views 7 comments 0 points Most recent by Gustavo_Fring May 25Administrator's Tent
• Tests for taking on paraplanners

  282 views 4 comments 0 points Most recent by Nath May 20Team leaders & managers
• AF4 & PCIAM

  189 views 1 comment 0 points Most recent by Gayle May 19CPD & Exams
• History of provider name changes, takeovers and merges etc.

  119 views 4 comments 0 points Most recent by PPWow May 18General
• Life Protection Shortfall Calculator

  87 views 2 comments 0 points Most recent by Complady May 17Technical stuff
• Back office data and Regulatory data

  69 views 2 comments 0 points Most recent by richallum May 17General
• How could I assist (you) a paraplanner and in turn the adviser best

  115 views 1 comment 0 points Most recent by Anna03 May 13General