The Big Tent

• Xplan - Document templates and Python Coding

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

  441 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

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

  103 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

  188 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

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

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

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

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

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

  367 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

  62 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

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

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

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

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

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

  172 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

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

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

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

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

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

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

  173 views 8 comments 0 points Most recent by Anna September 2022Technical stuff