The Big Tent

• Automated Advise

  100 views 0 comments 0 points Started by EmilyTreais November 2022 Technology & IT
• Investment Bond Ownership

  88 views 1 comment 0 points Most recent by richardgough November 2022Technical stuff
• Ongoing Adviser Fees

  185 views 0 comments 0 points Started by seanhurst November 2022 General
• Factfind???

  247 views 7 comments 0 points Most recent by ParaplannerFP November 2022General
• R06

  167 views 2 comments 0 points Most recent by mcshelton November 2022CPD & Exams
• Mid Life Career Change from professional role to Paraplanning advice please

  700 views 6 comments 0 points Most recent by Snewton November 2022General
• RO Exams - Mock Exams Best External Providers

  213 views 5 comments 0 points Most recent by Jen_Berwick November 2022CPD & Exams
• Looking for an exciting role in a really inspiring team?

  109 views 0 comments 0 points Started by becca_timmins November 2022 Administrator's Tent
• Looking for an Outsourced Paraplanner

  426 views 2 comments 0 points Most recent by JAMcKay November 2022Outsourced & freelance paraplanners
• Any users of XPlan? Looking for opinions!

  352 views 5 comments 0 points Most recent by richardgough November 2022General
• Risk Profiling and the current bond market

  88 views 1 comment 0 points Most recent by benjaminfabi October 2022Technical stuff
• Investment Policy Statement

  60 views 0 comments 0 points Started by ruthiebusybee October 2022 General
• Accessing Pension to act as bridging loan

  120 views 2 comments 0 points Most recent by LWheel2003 October 2022Technical stuff
• CII Data breach

  221 views 2 comments 0 points Most recent by Andy_Schleider October 2022CPD & Exams
• Bond Surrender Calculations

  715 views 7 comments 0 points Most recent by les_cameron October 2022Technical stuff
• Key Person Insurance Quotes

  70 views 1 comment 0 points Most recent by SW1990 October 2022Products & providers
• Onshore bonds & means-tested benefits

  706 views 5 comments 0 points Most recent by les_cameron October 2022Technical stuff
• Fonts for reports

  433 views 23 comments 0 points Most recent by benjaminfabi October 2022Technical stuff
• Cash Flow Modelling - Assumptions?

  169 views 1 comment 0 points Most recent by Gustavo_Fring October 2022Technical stuff
• Report Design

  580 views 11 comments 0 points Most recent by TomLloyd_Read October 2022Technology & IT
• Back Office System for a small firm

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

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

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

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

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

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

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

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

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

  106 views 1 comment 0 points Most recent by SimplyParaplanner September 2022General