General

• Say hello!

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• Forum etiquette

  Announcement 1.1K views 0 comments 0 points Started by benjaminfabi December 2019
• Updated: Paid for and licensed material

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• Getting started in the Big Tent

  Announcement 2.3K views 0 comments 0 points Started by Admin March 2016
• Young civil engineer considering a career switch, some guidance needed

  94 views 1 comment 0 points Most recent by BeckyJ October 5
• Do you have questions about Consumer Duty?

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

  39 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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  152 views 2 comments 0 points Most recent by TimMatthias August 2024