General

• Say hello!

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• Forum etiquette

  Announcement 1K views 0 comments 0 points Started by benjaminfabi December 2019
• Updated: Paid for and licensed material

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

  Announcement 2.3K views 0 comments 0 points Started by Admin March 2016
• Do you have questions about Consumer Duty?

  31 views 0 comments 0 points Started by HannahWynick August 10
• Client Ethical Preferences for a Mutual Organisation

  30 views 0 comments 0 points Started by irosie1 August 7
• 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
• The Big Day Out

  51 views 0 comments 0 points Started by CQplanning July 21
• Inside Paraplanning podcast

  133 views 3 comments 0 points Most recent by DZ88 July 18
• Cash flow modelling inflation rates - what we using?

  150 views 5 comments 0 points Most recent by Spaniel_Sandal June 30
• Updating suitability templates for 2026/27

  122 views 0 comments 0 points Started by smith March 31
• Strictly Come Platforming

  191 views 2 comments 0 points Most recent by Nathan March 5
• Looking at a career change - have some questions

  278 views 4 comments 0 points Most recent by Admin February 27
• NHS Scheme active member wanting to make additional pension contributions

  58 views 0 comments 0 points Started by TimMatthias November 2025
• Paraplanning Case Management

  174 views 3 comments 0 points Most recent by Steven_McBurnie October 2025
• Career shift: planner to paraplanner move?

  199 views 4 comments 0 points Most recent by Planner12 October 2025
• Help! I just went over the VAT threshold – what happens now?

  127 views 3 comments 0 points Most recent by amelia_alices October 2025
• Providing advice for insistent client

  135 views 4 comments 0 points Most recent by GolfPutt21 September 2025
• Associates Wanting 'Free' Advice

  204 views 4 comments 0 points Most recent by Scotsgirl86 July 2025
• Decumulation Advice - What does your firm do?

  129 views 4 comments 0 points Most recent by SA96 July 2025
• Your help is needed by the Consumer Duty Alliance 😊

  69 views 1 comment 0 points Most recent by Calvert76 June 2025
• Pension Annuity Common Quotation Form

  122 views 3 comments 0 points Most recent by TimMatthias June 2025
• Copilot

  120 views 0 comments 0 points Started by Sean_Fernyhough April 2025
• Valuations

  81 views 0 comments 0 points Started by smith April 2025
• LifeQuote

  114 views 0 comments 0 points Started by lewisro February 2025
• Vulnerability Training

  119 views 3 comments 0 points Most recent by mhawker January 2025
• Data gathering

  90 views 1 comment 0 points Most recent by Nathan January 2025
• Agent as Client for DIMs and changing DIMs

  176 views 5 comments 0 points Most recent by benjaminfabi October 2024
• AdviserCloud

  82 views 0 comments 0 points Started by Kitkil October 2024
• Client servicing level / segmentation

  97 views 0 comments 0 points Started by Jona October 2024
• Labour Changes and Clients wishing to Take PCLS

  523 views 17 comments 0 points Most recent by benjaminfabi September 2024
• Decumulation ATR Questionnaire

  146 views 2 comments 0 points Most recent by TimMatthias August 2024
• Existing Clients - Ad hoc Withdrawals

  248 views 4 comments 0 points Most recent by SA96 August 2024