General

• Say hello!

  Announcement 10.2K views 201 comments 0 points Most recent by Admin March 19
• 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
• Updating suitability templates for 2026/27

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

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

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

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

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

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

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

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

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

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

  65 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

  112 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

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

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

  166 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

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

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

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

  213 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

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

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

  137 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