The Big Tent

• Trainee Advisor

  276 views 1 comment 0 points Most recent by DaleLucas March 2023CPD & Exams
• Non UK Citizen Advice

  104 views 2 comments 0 points Most recent by DanAtkinsonUK March 2023Technical stuff
• Conquest Financial Planning (new AI financial planning tool)

  286 views 3 comments 0 points Most recent by DanAtkinsonUK March 2023Technology & IT
• Provider Research

  122 views 1 comment 0 points Most recent by Caro March 2023Products & providers
• AF8 Assignment 1

  1K views 5 comments 0 points Most recent by Wildparaplanner March 2023CPD & Exams
• LTA Changes & Inheritance Tax

  156 views 3 comments 0 points Most recent by richardgough March 2023Technical stuff
• New Podcast

  91 views 0 comments 0 points Started by CQplanning March 2023 General
• Some useful links, groups and other bits and pieces for paraplanners

  175 views 2 comments 0 points Most recent by Caro March 2023General
• DFM / Maximum Ongoing Charges

  156 views 0 comments 0 points Started by ParaplannerFP March 2023 Paraplanning tips & tricks
• HNW/UHNW Case Study Resources

  106 views 0 comments 0 points Started by Elgrandelulu March 2023 General
• Exam credits - double bubble

  519 views 3 comments 0 points Most recent by benjaminfabi March 2023CPD & Exams
• Queues on IO

  133 views 0 comments 0 points Started by smith February 2023 Technology & IT
• AF1

  311 views 1 comment 0 points Most recent by SophSmith February 2023CPD & Exams
• Student with ISA in USA - How Taxed & Can they Contribute

  194 views 1 comment 0 points Most recent by TimMatthias February 2023Products & providers
• Onshore investment bond tax-relief top slicing calc

  317 views 6 comments 0 points Most recent by Elgrandelulu February 2023Technical stuff
• Cost disclosures

  258 views 2 comments 0 points Most recent by benjaminfabi February 2023Technical stuff
• Website hosting and updates

  62 views 0 comments 0 points Started by Andy_Schleider February 2023 Technology & IT
• Carry Forward & Employer Contributions

  141 views 1 comment 0 points Most recent by les_cameron February 2023Technical stuff
• Looks a bit pricey

  191 views 4 comments 0 points Most recent by Nath February 2023Products & providers
• Vitality savings plans

  136 views 4 comments 0 points Most recent by Nath February 2023General
• Pension Works

  75 views 0 comments 0 points Started by Hes February 2023 Products & providers
• AF5

  264 views 2 comments 0 points Most recent by Alexandra1512 February 2023CPD & Exams
• From Paraplanner to Financial Planner

  354 views 4 comments 0 points Most recent by Nath February 2023General
• Moneyinfo factfind

  283 views 2 comments 0 points Most recent by BryceClark22 February 2023Technology & IT
• New to Paraplanning Team Leader Role

  434 views 2 comments 0 points Most recent by Kbrown578 February 2023Team leaders & managers
• RO3 Help please

  235 views 2 comments 0 points Most recent by Jen_Berwick February 2023CPD & Exams
• Paraplanning Services Available

  174 views 0 comments 0 points Started by TraceyMac January 2023 Outsourced & freelance paraplanners
• Looking for Para-planning services

  399 views 3 comments 0 points Most recent by TraceyMac January 2023Outsourced & freelance paraplanners
• Ad hoc adviser charge not from product

  143 views 3 comments 0 points Most recent by GolfPutt21 January 2023Technical stuff
• O&M Profiler

  173 views 1 comment 0 points Most recent by HR246 January 2023Technology & IT