The Big Tent

• Say hello!

  Announcement 9.5K views 185 comments 0 points Most recent by MlleCameron September 24General
• Forum etiquette

  Announcement 960 views 0 comments 0 points Started by benjaminfabi December 2019 General
• Updated: Paid for and licensed material

  Announcement 1.8K views 0 comments 0 points Started by Admin March 2019 General
• Getting started in the Big Tent

  Announcement 2.2K views 0 comments 0 points Started by Admin March 2016 General
• Allowable expenses

  11 views 1 comment 0 points Most recent by Wildparaplanner December 20Technical stuff
• Help for a Job Interview

  101 views 6 comments 0 points Most recent by CapitalCrusader December 17New to paraplanning
• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  42 views 0 comments 0 points Started by MLokhandwala December 13 Team leaders & managers
• Drawing taxable income from pension to fund WOL policy

  92 views 8 comments 0 points Most recent by les_cameron December 13Technical stuff
• Full transfer of GMP to a lifetime annuity

  87 views 10 comments 0 points Most recent by Wildparaplanner December 12Technical stuff
• Interaction of Loans, Gifts and CLTs

  38 views 3 comments 0 points Most recent by benjaminfabi December 10Technical stuff
• People who took PCLS before the Budget and returned it using "cancellation rights"

  189 views 3 comments 0 points Most recent by benjaminfabi December 6Technical stuff
• Canada Life pension transfer to the UK

  75 views 2 comments 0 points Most recent by les_cameron December 6Technical stuff
• AF8 Assignment 3

  574 views 7 comments 0 points Most recent by MaggieT December 3CPD & Exams
• Joint whole of life on second death

  109 views 4 comments 0 points Most recent by GolfPutt21 December 3Technical stuff
• Cash ISAs for children - parental settlement?

  66 views 2 comments 0 points Most recent by benjaminfabi November 29Technical stuff
• CGT - pre & post budget

  107 views 4 comments 0 points Most recent by benjaminfabi November 28Technical stuff
• M&G wrapper comparison tool

  87 views 2 comments 0 points Most recent by smith November 26Technical stuff
• Scheme Specific TFC and the new Lump Sum Allowance

  318 views 9 comments 0 points Most recent by les_cameron November 21Technical stuff
• JO9 - any advice?

  3.1K views 14 comments 0 points Most recent by Manall_hb November 20CPD & Exams
• Structured Training for Trainee Paraplanner

  381 views 5 comments 0 points Most recent by amelia1983 November 19Team leaders & managers
• Advisory AI

  99 views 0 comments 0 points Started by BenW November 7 Technology & IT
• Two AF exams in same session?

  103 views 3 comments 0 points Most recent by benjaminfabi November 5CPD & Exams
• Budget October 2024 - Pensions and IHT

  253 views 6 comments 0 points Most recent by les_cameron November 4Technical stuff
• Research Tools - Questionnaire for providers

  49 views 0 comments 0 points Started by LKJ23 November 4 Technology & IT
• AF8 - Cashflow

  135 views 3 comments 0 points Most recent by RachelHalton November 3CPD & Exams
• FE Analytics Exam

  118 views 2 comments 0 points Most recent by Nath November 1CPD & Exams
• Agent as Client for DIMs and changing DIMs

  127 views 5 comments 0 points Most recent by benjaminfabi October 29General
• AdviserCloud

  52 views 0 comments 0 points Started by Kitkil October 29 General
• SIPPs for non-uk residents

  55 views 1 comment 0 points Most recent by SA96 October 25Technical stuff
• Reporting requirements for LSA & LSDBA

  73 views 2 comments 0 points Most recent by les_cameron October 22Technical stuff
• Consideration of the clients workplace pension

  110 views 3 comments 0 points Most recent by les_cameron October 22Technical stuff
• Seccl - I'm interested in your views!

  58 views 0 comments 0 points Started by SarahComptonHall October 22 Technology & IT
• Client servicing level / segmentation

  36 views 0 comments 0 points Started by Jona October 22 General
• Outsource Paraplanner Firm Seeking Clients

  97 views 0 comments 0 points Started by Otsrce_Paraplanner October 21 Outsourced & freelance paraplanners