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Say hello!
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March 19
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benjaminfabi
December 2019
General
Updated: Paid for and licensed material
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Started by
Admin
March 2019
General
Getting started in the Big Tent
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Started by
Admin
March 2016
General
New Resource for CII exam: R0 Hub
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Started by
R0Hub
8:36AM
CPD & Exams
Pensions - EoW and Beneficiary Drawdown
15
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Started by
Paraplanning831
May 12
Technical stuff
Freelance/Outsourced Paraplanning Temporary Contract Work
40
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2
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Most recent by
FullAid
May 12
Outsourced & freelance paraplanners
Product Research Systems
163
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2
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Most recent by
SamBuckingham
May 12
Technology & IT
Paraplanner looking for an Outsourced Paraplanning Role
322
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3
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Most recent by
TREG01
May 12
Outsourced & freelance paraplanners
Multiple Onshore Bonds on the same day - Why?
63
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4
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Most recent by
richardgough
May 12
Technical stuff
Pensions we can help with that the client can self manage
52
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4
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Most recent by
benjaminfabi
May 7
Technical stuff
Pension Recycling
51
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1
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Most recent by
les_cameron
April 30
Technical stuff
Post 65 GMP DB pension transfer query
55
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3
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Most recent by
les_cameron
April 29
Technical stuff
DB SSAS
50
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1
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Most recent by
richardgough
April 28
Technical stuff
Anyone experienced Freelance Paraplanning Abroad?
79
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1
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Most recent by
AlbertaNK
April 22
Outsourced & freelance paraplanners
Beneficiary of SIPP query
50
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2
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Most recent by
Amy
April 22
Technical stuff
Time tracking software
121
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4
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Most recent by
davidhewitt
April 22
Outsourced & freelance paraplanners
Loans to beneficiaries
72
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3
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Most recent by
Colinstewart76
April 10
Technical stuff
CII - LTC - CF8 - BTS
82
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2
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Most recent by
Admin
April 7
CPD & Exams
Gift out of discretionary trust into bare trust
183
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5
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Most recent by
les_cameron
March 31
Technical stuff
Updating suitability templates for 2026/27
88
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0
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Started by
smith
March 31
General
Bond Chargeable Gain Query
188
views
9
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Most recent by
Colinstewart76
March 30
Technical stuff
HMRC Clearance on pension transfer
95
views
3
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Most recent by
TomLloyd_Read
March 26
Technical stuff
CALLING ALL OUTSOURCED PARAPLANNERS!
117
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0
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Started by
Emma_from_W2
March 24
Outsourced & freelance paraplanners
Land and Buildings Transaction Tax and Additional Dwelling Supplement
40
views
1
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0
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Most recent by
les_cameron
March 24
Technical stuff
Is severance payment pensionable salary?
85
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2
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Most recent by
WRB
March 20
Technical stuff
DB schemes that don't guarantee an income with reference to service
79
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4
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Most recent by
Sean_Fernyhough
March 18
Technical stuff
bondcalc.invidion.uk - fixed errors
51
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0
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Started by
sentinel555
March 14
Technology & IT
Strictly Come Platforming
170
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2
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Most recent by
Nathan
March 5
General
Outsourced paraplanning - best way to gain real paraplanning experience independently
269
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7
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Most recent by
Adam_H
March 4
Outsourced & freelance paraplanners
Looking at a career change - have some questions
214
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4
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Most recent by
Admin
February 27
General
Investment Bonds, Charges & the 5% rule
100
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3
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Most recent by
benjaminfabi
February 26
Technical stuff
Adjusted net income and pension contributions
62
views
3
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0
points
Most recent by
Jimbo
February 26
Technical stuff
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