The Big Tent

• Beneficiary surrendering assigned Offshore Bond - Top Slicing tax question

  82 views 2 comments 0 points Most recent by GallusAlice November 2022Technical stuff
• AF4 Sept Sitting

  216 views 3 comments 0 points Most recent by Admin November 2022CPD & Exams
• AF8 Exam

  105 views 0 comments 0 points Started by Asturgess November 2022 CPD & Exams
• Xplan - Document templates and Python Coding

  508 views 2 comments 0 points Most recent by richardgough November 2022Technology & IT
• Question for FE gurus

  437 views 6 comments 0 points Most recent by Nath November 2022Paraplanning tips & tricks
• IIP (IPDI) appointing assets to remaindermen during lifetime of life tenant lacking capacity

  81 views 0 comments 0 points Started by Michelle131 November 2022 Technical stuff
• Automated Advise

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

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

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

  248 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

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

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

  110 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!

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

  89 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

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

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

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

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

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

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

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

  581 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?

  152 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

  219 views 6 comments 0 points Most recent by TimMatthias October 2022Technical stuff