The Big Tent

• Changing careers within financial services

  964 views 10 comments 0 points Most recent by Admin December 2021New to paraplanning
• Moved: DGT tax on death of settlor - Technical Question

  Closed 1 view 0 comments 0 points Started by benjaminfabi December 2021 Technology & IT
• R03 Income Tax

  198 views 1 comment 0 points Most recent by SussexParaplanner December 2021CPD & Exams
• R01-06 - Aviva Notes

  29.3K views 32 comments 0 points Most recent by Surjit101 December 2021CPD & Exams
• Capacity for Loss

  266 views 9 comments 0 points Most recent by SA96 December 2021Technology & IT
• AF5

  192 views 1 comment 0 points Most recent by Caroline December 2021CPD & Exams
• Business and/or client bank for sale

  231 views 0 comments 0 points Started by richallum December 2021 Outsourced & freelance paraplanners
• Borrowing using portfolio as security

  53 views 0 comments 0 points Started by richallum December 2021 Products & providers
• considering CII Diploma - advice

  655 views 6 comments 0 points Most recent by DanielleK November 2021CPD & Exams
• Preperation for R06

  461 views 3 comments 0 points Most recent by Ugi89 November 2021CPD & Exams
• Paraplanning Enquiries question

  255 views 1 comment 0 points Most recent by RachelC November 2021Outsourced & freelance paraplanners
• Voyant - Adviser or Adviser Go?

  252 views 4 comments 0 points Most recent by Jona November 2021Technology & IT
• Cooling Off period for Top Ups

  383 views 5 comments 0 points Most recent by MikeM November 2021Technical stuff
• ESG Investing Questions

  103 views 1 comment 0 points Most recent by JoshuaKnight November 2021General
• Generic high level document with basic explanations of each product/acronym etc

  169 views 1 comment 0 points Most recent by Clare_Weight November 2021General
• Freelance Paraplanning Services

  261 views 0 comments 0 points Started by wsj2021 November 2021 Outsourced & freelance paraplanners
• J09 results

  130 views 0 comments 0 points Started by SophSmith November 2021 CPD & Exams
• Platform due diligence sources

  155 views 5 comments 0 points Most recent by ruthiebusybee November 2021General
• Protecting retirement age of 55

  223 views 4 comments 0 points Most recent by Steven_McBurnie November 2021Products & providers
• What single AF qualification adds most career/salary value?

  425 views 4 comments 0 points Most recent by Nostromo November 2021CPD & Exams
• Did you achieve APFS despite a below average memory?

  275 views 2 comments 0 points Most recent by Yonkers420 October 2021CPD & Exams
• Career Average Revalued Earnings (CARE) in Voyant

  469 views 4 comments 0 points Most recent by KellySelby October 2021Technical stuff
• Trust Registration Service

  106 views 0 comments 0 points Started by richallum October 2021 Technical stuff
• Bank Accounts for SSASs

  109 views 2 comments 0 points Most recent by Anouska October 2021Products & providers
• following on from today's Risk Mapping Howwow....

  134 views 1 comment 0 points Most recent by DanAtkinsonUK October 2021CPD & Exams
• Fundment platform - any users willing to share feedback?

  110 views 0 comments 0 points Started by Chris_Hindle1 October 2021 Products & providers
• CF1 and R01 - Diploma qualification

  405 views 0 comments 0 points Started by MFord777 September 2021 CPD & Exams
• The Administrator's Tent

  460 views 4 comments 0 points Most recent by Jo_R September 2021Administrator's Tent
• AF5 Analysis available now

  171 views 0 comments 0 points Started by Gayle September 2021 CPD & Exams
• RO2 Resources Decision

  250 views 1 comment 0 points Most recent by Hoolahan September 2021CPD & Exams