The Big Tent

• Say hello!

  Announcement 8.6K views 180 comments 0 points Most recent by Admin October 2General
• Forum etiquette

  Announcement 634 views 0 comments 0 points Started by benjaminfabi December 2019 General
• Updated: Paid for and licensed material

  Announcement 1.5K views 0 comments 0 points Started by Admin March 2019 General
• Getting started in the Big Tent

  Announcement 1.7K views 0 comments 0 points Started by Admin March 2016 General
• Trustee Bank Account?

  20 views 1 comment 0 points Most recent by PeterM December 1Products & providers
• Investments for B-Corp company

  33 views 3 comments 0 points Most recent by TimMatthias December 1General
• NEW LTA Rules

  105 views 12 comments 0 points Most recent by les_cameron November 30Technical stuff
• PEP and Sanctions Checks for new clients

  33 views 1 comment 0 points Most recent by Steven_McBurnie November 30Technical stuff
• Bond Owner different to Life Assured Considerations

  56 views 1 comment 0 points Most recent by les_cameron November 28Technical stuff
• Cash Management Services/Platforms

  211 views 8 comments 0 points Most recent by Anna November 27Products & providers
• Offshore 'Pensions'

  52 views 1 comment 0 points Most recent by richallum November 22Technical stuff
• Offshore bond withdrawal strategy

  88 views 4 comments 0 points Most recent by amarshall November 22Technical stuff
• DFM proposes using a professional fund for a retail client - issues and thoughts?

  37 views 0 comments 0 points Started by Benc4032 November 21 Technical stuff
• AF4 revision course

  78 views 3 comments 0 points Most recent by StephenS1990 November 20CPD & Exams
• AF5 - February 2024

  40 views 1 comment 0 points Most recent by leroyle November 17CPD & Exams
• CFA Certificate in ESG Investing

  109 views 2 comments 0 points Most recent by leroyle November 17CPD & Exams
• Scheme-specific Tax Free Cash Entitlement

  75 views 2 comments 0 points Most recent by Paulrobo10 November 16Technical stuff
• AF5 Results

  103 views 1 comment 0 points Most recent by AnnBrand November 10CPD & Exams
• AF8 - Referencing

  49 views 0 comments 0 points Started by Alexandra1512 November 10 CPD & Exams
• Best Cashflow

  366 views 6 comments 0 points Most recent by AK23 October 25Technology & IT
• How often to issue RPQ

  127 views 3 comments 0 points Most recent by benjaminfabi October 25General
• Brand FT or Wizard Learning?

  231 views 6 comments 0 points Most recent by SimonT October 19CPD & Exams
• Scheme Specific PCLS - brain hurting

  124 views 5 comments 0 points Most recent by benjaminfabi October 13Technical stuff
• Will beneficiary FAD be taxed as income or not?

  136 views 2 comments 0 points Most recent by benjaminfabi October 11Technical stuff
• Discount Code

  95 views 0 comments 0 points Started by Asturgess October 11 CPD & Exams
• Innovative (or not) product ideas that don't exist

  123 views 2 comments 0 points Most recent by Wildparaplanner October 11General
• JO9 - any advice?

  2.6K views 13 comments 0 points Most recent by amylf3 October 6CPD & Exams
• J09 - Document for adviser

  148 views 1 comment 0 points Most recent by amylf3 October 6CPD & Exams
• Financial planning - exams and career with ADHD etc.

  583 views 10 comments 0 points Most recent by richallum October 4General
• AF8 assignments - how long for results?

  236 views 5 comments 0 points Most recent by Democrat1_ October 4CPD & Exams
• Life cover shortfall calculators

  81 views 1 comment 0 points Most recent by Gustavo_Fring October 3Paraplanning tips & tricks
• Some questions from someone interested in transitioning to a Paraplanner

  133 views 1 comment 0 points Most recent by PippaO September 30General
• Getting Started

  98 views 0 comments 0 points Started by ResearchRoute September 29 Outsourced & freelance paraplanners