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Say hello!
Announcement
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185
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Most recent by
MlleCameron
September 24
General
Forum etiquette
Announcement
950
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
2.2K
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Started by
Admin
March 2016
General
Disproportionate bond gains
123
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3
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Most recent by
les_cameron
October 7
Technical stuff
CII R0 exam learning materials
53
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4
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Most recent by
OlGan
October 7
CPD & Exams
Thinking about becoming an outsource paraplanner but not sure where to get clients? Click here!
27
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0
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Started by
Freddie
October 7
Outsourced & freelance paraplanners
Bondcalc - Updated
11
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Started by
sentinel555
October 7
Technology & IT
Outsourced Paraplanning Charges
106
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4
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Most recent by
benjaminfabi
October 2
Outsourced & freelance paraplanners
Labour Changes and Clients wishing to Take PCLS
231
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17
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Most recent by
benjaminfabi
September 27
General
Freelance Paraplanning Work Opportunities
52
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0
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Started by
Tory
September 27
Outsourced & freelance paraplanners
Time Apportionment Relief
49
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4
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0
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Most recent by
les_cameron
September 26
Technical stuff
Offshore bonds & VAT
34
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1
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Most recent by
TomLloyd_Read
September 26
Technical stuff
QROPS and TTFAC
37
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4
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Most recent by
TomLloyd_Read
September 24
Technical stuff
TTFAC - operational practice
33
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0
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Started by
benjaminfabi
September 24
Technical stuff
MPS and CIP Support
52
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0
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Started by
cottesmore22
September 19
Products & providers
Platform & Investment Research
244
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3
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Most recent by
cottesmore22
September 19
Technology & IT
STEP Diploma
57
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1
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Most recent by
SA96
September 19
CPD & Exams
AF4 - October Sitting
88
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2
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Most recent by
petorb
September 17
CPD & Exams
Enhanced Protection and Transitional Certificate
66
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3
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Most recent by
SA96
September 13
Technical stuff
Pensions Engagement Season 2024 - useful resources
41
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0
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Started by
Ssandle
September 11
Supporter Tent
Top Slice Gain & Top Slice Relief
66
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1
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Most recent by
les_cameron
September 9
Technical stuff
R0
55
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Started by
Chris1
September 8
CPD & Exams
LSA Reduction
68
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1
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Most recent by
les_cameron
September 6
Technical stuff
Lasting Power of Attorney investment decisions
139
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14
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Most recent by
GolfPutt21
September 5
Technical stuff
Agent as Client for DIMs and changing DIMs
48
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0
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Started by
Wildparaplanner
September 4
General
Alternatives to Property funds: REITs?
45
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0
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Started by
MothiusManius
September 3
Products & providers
FSCS & offshore bonds
2.1K
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8
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Most recent by
HR246
September 3
Technical stuff
Questions from a prospective career switcher to paraplanning!
117
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2
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Most recent by
HikerSean
September 2
New to paraplanning
Transcription software & AI meeting notes
145
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7
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Most recent by
Sean_Fernyhough
August 29
Technology & IT
Will Trust - Moving into care home
104
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6
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Most recent by
les_cameron
August 28
Technical stuff
Trustees paying for the life cover of the settlor?
63
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2
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0
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Most recent by
SA96
August 21
Technical stuff
Exit charges in first ten years
92
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3
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Most recent by
les_cameron
August 21
Technical stuff
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