The Big Tent

• Back Office System for a small firm

  89 views 0 comments 0 points Started by Tristenb October 2022 Technology & IT
• Limited company with excess funds - what can they invest in?

  147 views 1 comment 0 points Most recent by les_cameron October 2022Technical stuff
• Systems / Best Practice

  185 views 3 comments 0 points Most recent by RyanBrown October 2022General
• With Profits - current or transfer value for pension transfer analysis

  178 views 6 comments 0 points Most recent by TimMatthias October 2022Technical stuff
• IPDI Trust - Life Tenant and Trust Capital

  239 views 6 comments 0 points Most recent by amelia1983 September 2022Technical stuff
• Skills Matrix

  131 views 0 comments 0 points Started by smith September 2022 Team leaders & managers
• Good SIPP providers for property transfers

  165 views 8 comments 0 points Most recent by Anna September 2022Technical stuff
• CISI certificate in paraplanning

  253 views 2 comments 0 points Most recent by Steven_McBurnie September 2022CPD & Exams
• Possible Bypass Trust ??

  83 views 1 comment 0 points Most recent by richardgough September 2022Technical stuff
• Client information and Data Protection

  104 views 1 comment 0 points Most recent by SimplyParaplanner September 2022General
• The Big Tent will be unavailable from 3pm on 5 September until 3pm on Wednesday 7 September

  43 views 0 comments 0 points Started by Admin August 2022 Our news
• PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value

  45 views 0 comments 0 points Started by ruthiebusybee August 2022 General
• AF5 Case Study Analysis

  125 views 0 comments 0 points Started by Gayle August 2022 CPD & Exams
• R06 September

  69 views 1 comment 0 points Most recent by Gayle August 2022CPD & Exams
• How many clients do you have?

  366 views 6 comments 0 points Most recent by Gustavo_Fring August 2022General
• R02 Exam

  363 views 2 comments 0 points Most recent by Admin August 2022CPD & Exams
• RO6

  148 views 3 comments 0 points Most recent by LuizaBTS August 2022CPD & Exams
• Daily Market Update Email

  115 views 3 comments 0 points Most recent by Gustavo_Fring August 2022General
• Advice around costs for using a solicitor to create a Terms of Business

  178 views 3 comments 0 points Most recent by Sinead_Thrive August 2022Outsourced & freelance paraplanners
• Big night in/big day out train tickets

  97 views 0 comments 0 points Started by Andy_Schleider August 2022 General
• Presenting to clients

  132 views 1 comment 0 points Most recent by Anna03 August 2022Technology & IT
• CGT on sale/purchase of clean/super clean share classes

  138 views 1 comment 0 points Most recent by TimMatthias August 2022Technical stuff
• TVC tools

  389 views 9 comments 0 points Most recent by Tamnna August 2022Technology & IT
• Notional GMP at Early Retirement of Defined Benefits Scheme

  149 views 1 comment 0 points Most recent by benjaminfabi August 2022Technical stuff
• Life of Another Life Insurance

  337 views 2 comments 0 points Most recent by richardgough August 2022Technical stuff
• Providers accepting non advised DB transfers under £30K?

  83 views 1 comment 0 points Most recent by Andy_Schleider August 2022Technical stuff
• Section 32

  264 views 8 comments 0 points Most recent by Calvert76 August 2022Technical stuff
• FinCalc

  114 views 1 comment 0 points Most recent by Hes August 2022Technology & IT
• Mainspring Nominees - who uses them? (Other than Time and Draper/Molton)

  122 views 3 comments 0 points Most recent by PoppySheppard July 2022General
• UP1 - Assignment 3

  125 views 0 comments 0 points Started by jayt July 2022 CPD & Exams