Products & providers

• Moving to Plannr from Intelligent Office

  254 views 3 comments 0 points Most recent by RFP November 2025
• GIAs for corporate accounts

  69 views 1 comment 0 points Most recent by benjaminfabi August 2025
• Electronic Money Institutions

  58 views 0 comments 0 points Started by Mjordan February 2025
• P1 Platform

  57 views 0 comments 0 points Started by JLaw01553 January 2025
• Task Management System

  164 views 5 comments 0 points Most recent by benjaminfabi January 2025
• MPS and CIP Support

  87 views 0 comments 0 points Started by cottesmore22 September 2024
• Alternatives to Property funds: REITs?

  70 views 0 comments 0 points Started by MothiusManius September 2024
• Term assurance

  124 views 2 comments 0 points Most recent by Calvert76 August 2024
• Purchased Life Annuity

  268 views 6 comments 0 points Most recent by PeterM July 2024
• Investment linked / With Profits Annuities

  168 views 3 comments 0 points Most recent by MothiusManius June 2024
• Lifetime Annuity within a SIPP

  118 views 0 comments 0 points Started by Wildparaplanner April 2024
• Transfer into a SSAS

  280 views 5 comments 0 points Most recent by amarshall January 2024
• Cash Management Services/Platforms

  413 views 10 comments 0 points Most recent by MothiusManius December 2023
• Trustee Bank Account?

  185 views 2 comments 0 points Most recent by SA96 December 2023
• Pru TIP

  139 views 2 comments 0 points Most recent by les_cameron September 2023
• Which banks do platforms use

  97 views 1 comment 0 points Most recent by richallum September 2023
• Mandating income

  67 views 0 comments 0 points Started by richallum September 2023
• Onshore Bond - Corporate owner

  107 views 1 comment 0 points Most recent by les_cameron August 2023
• Offshore Bond providers who offer Term Deposits

  95 views 2 comments 0 points Most recent by PeterM June 2023
• Smart Pension Charges

  75 views 0 comments 0 points Started by TimMatthias May 2023
• Fincalc (O&M) Feedback

  166 views 1 comment 0 points Most recent by PDH May 2023
• Firm Compliance/Technical Support Providers

  96 views 1 comment 0 points Most recent by TimMatthias April 2023
• Provider willing to accept pension with GAR over £30k with no positive recommendation

  89 views 0 comments 0 points Started by MothiusManius April 2023
• AllTrust

  111 views 1 comment 0 points Most recent by richardgough April 2023
• Provider Research

  119 views 1 comment 0 points Most recent by Caro March 2023
• Student with ISA in USA - How Taxed & Can they Contribute

  189 views 1 comment 0 points Most recent by TimMatthias February 2023
• Looks a bit pricey

  189 views 4 comments 0 points Most recent by Nath February 2023
• Pension Works

  73 views 0 comments 0 points Started by Hes February 2023
• Best offshore bond provider for adviser/customer service

  89 views 1 comment 0 points Most recent by Nath January 2023
• Key Person Insurance Quotes

  71 views 1 comment 0 points Most recent by SW1990 October 2022