General

• Say hello!

  Announcement 10K views 191 comments 0 points Most recent by Finchley110 December 2025
• Forum etiquette

  Announcement 1K 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
• NHS Scheme active member wanting to make additional pension contributions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  572 views 1 comment 0 points Most recent by PippaO September 2023