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 2.2K views 0 comments 0 points Started by Admin March 2016
• Strictly Come Platforming

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  220 views 4 comments 0 points Most recent by SA96 August 2024
• illustration requirements

  210 views 3 comments 0 points Most recent by Nath July 2024
• What does your firm do for clients with tiny legacy pension pots?

  345 views 4 comments 0 points Most recent by MothiusManius May 2024
• Updating suitability templates for 2024/25

  235 views 3 comments 0 points Most recent by Gustavo_Fring March 2024
• Joint or 2x single SRs?

  171 views 1 comment 0 points Most recent by benjaminfabi February 2024
• Investments for B-Corp company

  135 views 3 comments 0 points Most recent by TimMatthias December 2023
• How often to issue RPQ

  180 views 3 comments 0 points Most recent by benjaminfabi October 2023
• Innovative (or not) product ideas that don't exist

  209 views 2 comments 0 points Most recent by Wildparaplanner October 2023