The Big Tent

• Client Support / Administrator Team Leader Group

  80 views 0 comments 0 points Started by Zoe_Claire July 2024 Team leaders & managers
• Scottish Pension Tax Relief

  181 views 3 comments 0 points Most recent by BryceClark22 July 2024Technical stuff
• Purchased Life Annuity

  286 views 6 comments 0 points Most recent by PeterM July 2024Products & providers
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  154 views 4 comments 0 points Most recent by Rebtix July 2024Technical stuff
• illustration requirements

  223 views 3 comments 0 points Most recent by Nath July 2024General
• AF4 v PCIAM

  278 views 4 comments 0 points Most recent by Steven_McBurnie June 2024CPD & Exams
• Certificate in Paraplanning vs Diploma in Regulated Financial Planning

  374 views 4 comments 0 points Most recent by JouneyToFreelance June 2024CPD & Exams
• SSTFC

  135 views 2 comments 0 points Most recent by Sean_Fernyhough June 2024Technical stuff
• Outsourcing Paraplanning Start Up

  417 views 2 comments 0 points Most recent by MariaEvans24 June 2024Outsourced & freelance paraplanners
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  214 views 3 comments 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount - specific case

  197 views 4 comments 0 points Most recent by LLB June 2024Technical stuff
• Unmarried couple investing £300K. Doesn't feel right to me.

  226 views 2 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Investment linked / With Profits Annuities

  179 views 3 comments 0 points Most recent by MothiusManius June 2024Products & providers
• Fund Charges

  232 views 4 comments 0 points Most recent by Wildparaplanner June 2024Technical stuff
• Clients who are using the pension for IHT - When do you take the lump sum?

  204 views 1 comment 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount enquiry for specific client case

  348 views 10 comments 0 points Most recent by MothiusManius June 2024Technical stuff
• Pensions Transfers and IHT

  207 views 7 comments 0 points Most recent by Kelly June 2024Technical stuff
• Onshore Bond in Trust. Trustee moved to USA.

  175 views 3 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Help with DD report writing

  310 views 0 comments 0 points Started by Ssandle June 2024 Paraplanning tips & tricks
• TechTalk from Scottish Widows

  320 views 0 comments 0 points Started by Ssandle June 2024 Supporter Tent
• Best cashflow tool 2024

  872 views 5 comments 0 points Most recent by benjaminfabi June 2024Technology & IT
• EIS, VCT & BR

  221 views 3 comments 0 points Most recent by BhanuVekria June 2024Technical stuff
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  164 views 0 comments 0 points Started by PippaO May 2024 Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

  353 views 4 comments 0 points Most recent by MothiusManius May 2024General
• Trustee Bank Accounts

  233 views 2 comments 0 points Most recent by MothiusManius May 2024Technical stuff
• AF8 - Tax year query

  392 views 4 comments 0 points Most recent by elspel May 2024CPD & Exams
• Borrowing for Business Relief investment

  192 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• R02 Support Update - what next?

  258 views 2 comments 0 points Most recent by AnnBrand May 2024CPD & Exams
• Centralised Retirement Propositions (CRP)

  322 views 3 comments 0 points Most recent by richallum May 2024Technical stuff
• Centralised Investment Proposition (CIP) Creation

  908 views 8 comments 0 points Most recent by richallum May 2024Technical stuff