General

• Say hello!

  Announcement 9.7K views 186 comments 0 points Most recent by richallum March 31
• Forum etiquette

  Announcement 973 views 0 comments 0 points Started by benjaminfabi December 2019
• Updated: Paid for and licensed material

  Announcement 1.9K 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
• Copilot

  11 views 0 comments 0 points Started by Sean_Fernyhough April 17
• Valuations

  34 views 0 comments 0 points Started by smith April 1
• LifeQuote

  56 views 0 comments 0 points Started by lewisro February 10
• Vulnerability Training

  83 views 3 comments 0 points Most recent by mhawker January 23
• Data gathering

  62 views 1 comment 0 points Most recent by Nathan January 10
• Agent as Client for DIMs and changing DIMs

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

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

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

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

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

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

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

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

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

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

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

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

  192 views 2 comments 0 points Most recent by Wildparaplanner October 2023
• Financial planning - exams and career with ADHD etc.

  708 views 10 comments 0 points Most recent by richallum October 2023
• Some questions from someone interested in transitioning to a Paraplanner

  416 views 1 comment 0 points Most recent by PippaO September 2023
• AI/ChatGPT right now

  273 views 3 comments 0 points Most recent by PeterM September 2023
• Making gifts to benefit recipients

  74 views 1 comment 0 points Most recent by richardgough July 2023
• How does your firm structure paraplanning?

  227 views 2 comments 0 points Most recent by ruthiebusybee July 2023
• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  178 views 0 comments 0 points Started by Colin1980 May 2023
• Mortgage Broker - retrain as a Paraplanner?

  92 views 0 comments 0 points Started by MrsG26 May 2023
• New Podcast

  87 views 0 comments 0 points Started by CQplanning March 2023
• Some useful links, groups and other bits and pieces for paraplanners

  166 views 2 comments 0 points Most recent by Caro March 2023
• HNW/UHNW Case Study Resources

  97 views 0 comments 0 points Started by Elgrandelulu March 2023
• Vitality savings plans

  119 views 4 comments 0 points Most recent by Nath February 2023