The Big Tent

• Financial planning - exams and career with ADHD etc.

  784 views 10 comments 0 points Most recent by richallum October 2023General
• AF8 assignments - how long for results?

  880 views 5 comments 0 points Most recent by Democrat1_ October 2023CPD & Exams
• Life cover shortfall calculators

  197 views 1 comment 0 points Most recent by Gustavo_Fring October 2023Paraplanning tips & tricks
• Some questions from someone interested in transitioning to a Paraplanner

  751 views 1 comment 0 points Most recent by PippaO September 2023General
• Getting Started

  332 views 0 comments 0 points Started by ResearchRoute September 2023 Outsourced & freelance paraplanners
• Pru TIP

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  254 views 2 comments 0 points Most recent by ruthiebusybee July 2023General