The Big Tent

• List of providers for sending LOAs

  166 views 3 comments 0 points Most recent by SD30 February 2022Products & providers
• Overseas pensions

  89 views 1 comment 0 points Most recent by Theresa_Dixon February 2022CPD & Exams
• PFS Paraplanner Networking sessions - Starting next month

  201 views 2 comments 0 points Most recent by Caro February 2022General
• VCT EIS research

  1.2K views 14 comments 0 points Most recent by Abrahaj February 2022Products & providers
• Morningstar Update

  124 views 2 comments 0 points Most recent by SteveC February 2022Technology & IT
• Apprentice - Financial services administrator

  402 views 5 comments 0 points Most recent by BeckyJ January 2022Team leaders & managers
• Taxation of Investment Bond Gains - Policy owner = exactors of estate

  260 views 10 comments 0 points Most recent by amelia1983 January 2022Technical stuff
• Advisory Centralised Investment Proposition - portfolio change charge disclosure

  131 views 7 comments 0 points Most recent by benjaminfabi January 2022Technical stuff
• Mifid 10% drop notifications

  85 views 0 comments 0 points Started by TimMatthias January 2022 General
• NHS Pension Scheme Advice

  133 views 1 comment 0 points Most recent by DaleLucas January 2022General
• Most efficient strategy to pass R01 to R06?

  379 views 5 comments 0 points Most recent by Ugi89 January 2022CPD & Exams
• Constructive Upwards Feedback Help Required

  215 views 8 comments 0 points Most recent by richallum January 2022Team leaders & managers
• Nominee Flexi-Access Drawdown query

  101 views 1 comment 0 points Most recent by benjaminfabi January 2022Technical stuff
• Tests for taking on paraplanners

  1.7K views 8 comments 0 points Most recent by Clare_Weight January 2022Team leaders & managers
• Work Tracker

  180 views 2 comments 0 points Most recent by Clare_Weight January 2022General
• Suitability Report Templates / Tools

  1.4K views 8 comments 0 points Most recent by Consiglo January 2022Administrator's Tent
• R06 Jan 22

  269 views 5 comments 0 points Most recent by elspel January 2022CPD & Exams
• Visual tools to explain technical concepts or portray information?

  277 views 3 comments 0 points Most recent by DanAtkinsonUK January 2022Paraplanning tips & tricks
• Remote Exams

  129 views 0 comments 0 points Started by rwooffatst January 2022 CPD & Exams
• R04

  698 views 7 comments 0 points Most recent by carrisn January 2022CPD & Exams
• J10 - Discretionary Investment Management

  182 views 0 comments 0 points Started by robht5 January 2022 CPD & Exams
• Bare Trusts - who are you advising??

  148 views 2 comments 0 points Most recent by ruthiebusybee December 2021General
• DGT tax on death of settlor - Technical Question

  497 views 4 comments 0 points Most recent by benjaminfabi December 2021Technical stuff
• Changing careers within financial services

  972 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

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

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

  232 views 0 comments 0 points Started by richallum December 2021 Outsourced & freelance paraplanners