The Big Tent

• Bond Surrender Calculations

  770 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

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

  440 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

  98 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

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

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

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

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

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

  274 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

  107 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

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

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

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

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

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

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

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

  123 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

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

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

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

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

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

  199 views 1 comment 0 points Most recent by benjaminfabi August 2022Technical stuff