General

• Say hello!

  Announcement 9.9K views 190 comments 0 points Most recent by RFP November 30
• 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

  32 views 0 comments 0 points Started by TimMatthias November 20
• Paraplanning Case Management

  127 views 3 comments 0 points Most recent by Steven_McBurnie October 29
• Career shift: planner to paraplanner move?

  154 views 4 comments 0 points Most recent by Planner12 October 21
• Help! I just went over the VAT threshold – what happens now?

  104 views 3 comments 0 points Most recent by amelia_alices October 15
• Providing advice for insistent client

  113 views 4 comments 0 points Most recent by GolfPutt21 September 22
• Associates Wanting 'Free' Advice

  184 views 4 comments 0 points Most recent by Scotsgirl86 July 28
• Decumulation Advice - What does your firm do?

  100 views 4 comments 0 points Most recent by SA96 July 2
• Your help is needed by the Consumer Duty Alliance 😊

  62 views 1 comment 0 points Most recent by Calvert76 June 21
• Pension Annuity Common Quotation Form

  115 views 3 comments 0 points Most recent by TimMatthias June 6
• Copilot

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

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

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

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

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

  159 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

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

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

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

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

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

  335 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?

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

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

  175 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.

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

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