The Big Tent

• Pru TIP

  150 views 2 comments 0 points Most recent by les_cameron September 2023Products & providers
• when is a pension transfer effected

  117 views 1 comment 0 points Most recent by richardgough September 2023Technical stuff
• US 401K plans

  138 views 3 comments 0 points Most recent by amarshall September 2023Technical stuff
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  148 views 4 comments 0 points Most recent by les_cameron September 2023Technical stuff
• LTA / Small Pots & max PCLS

  179 views 7 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Bond Surrenders and Spousal Exemptions

  251 views 3 comments 0 points Most recent by les_cameron September 2023Technical stuff
• AI/ChatGPT right now

  312 views 3 comments 0 points Most recent by PeterM September 2023General
• Which banks do platforms use

  102 views 1 comment 0 points Most recent by richallum September 2023Products & providers
• State Benefits

  456 views 5 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Mandating income

  71 views 0 comments 0 points Started by richallum September 2023 Products & providers
• Smoothed Return options

  143 views 2 comments 0 points Most recent by TimMatthias September 2023Technical stuff
• CISI Level 6 Past Papers

  560 views 2 comments 0 points Most recent by HR246 August 2023CPD & Exams
• Seeking opportunities for a future in paraplanning! Any tips & advice much appreciated!

  335 views 2 comments 0 points Most recent by SnehaK August 2023New to paraplanning
• US citizens - options?

  92 views 0 comments 0 points Started by Wildparaplanner August 2023 Technical stuff
• New job

  284 views 2 comments 0 points Most recent by JH0201 August 2023Paraplanning tips & tricks
• AF8- Familiarity Score

  256 views 0 comments 0 points Started by UserTom August 2023 CPD & Exams
• Onshore Bond - Corporate owner

  110 views 1 comment 0 points Most recent by les_cameron August 2023Products & providers
• AF8 or AF4

  322 views 4 comments 0 points Most recent by Gayle August 2023CPD & Exams
• You don't need to include cost comparisons in pension switching reports ...

  258 views 5 comments 0 points Most recent by benjaminfabi August 2023Technical stuff
• Offshore Bond In Trust: Assign or Surrender?

  759 views 3 comments 0 points Most recent by les_cameron August 2023Technical stuff
• Client portals - Cashcalc v Intelliflo which is best?

  398 views 1 comment 0 points Most recent by TimMatthias July 2023Technology & IT
• Making gifts to benefit recipients

  86 views 1 comment 0 points Most recent by richardgough July 2023General
• Professional Indemnity Insurance

  850 views 7 comments 0 points Most recent by Geoff July 2023Outsourced & freelance paraplanners
• Safe/Sustainable Withdrawal Rates

  173 views 2 comments 0 points Most recent by Nath July 2023Technical stuff
• How does your firm structure paraplanning?

  245 views 2 comments 0 points Most recent by ruthiebusybee July 2023General
• AF5 Workshop

  120 views 1 comment 0 points Most recent by LuizaBTS July 2023CPD & Exams
• AF8 Assignment 2

  947 views 1 comment 0 points Most recent by Livergoose July 2023CPD & Exams
• Paying private school fees via Ltd Company

  1.5K views 3 comments 0 points Most recent by TomLloyd_Read June 2023Technical stuff
• (Yet more) Top-slicing changes

  168 views 1 comment 0 points Most recent by paranoidplanner June 2023Technical stuff
• Paraplanner Manager - What does it entail exactly?

  471 views 5 comments 0 points Most recent by Pietro June 2023Team leaders & managers