Toggle navigation
Events
Supporters
Resources
Get Involved
Home
The Big Tent
«
1
2
3
4
5
6
7
…
59
»
Pru TIP
91
views
2
comments
0
points
Most recent by
les_cameron
September 28
Products & providers
when is a pension transfer effected
90
views
1
comment
0
points
Most recent by
richardgough
September 26
Technical stuff
US 401K plans
107
views
3
comments
0
points
Most recent by
amarshall
September 25
Technical stuff
Scheme Specific Tax-Free Cash Query with new LTA regimes
73
views
4
comments
0
points
Most recent by
les_cameron
September 22
Technical stuff
LTA / Small Pots & max PCLS
138
views
7
comments
0
points
Most recent by
les_cameron
September 20
Technical stuff
Bond Surrenders and Spousal Exemptions
84
views
3
comments
0
points
Most recent by
les_cameron
September 19
Technical stuff
AI/ChatGPT right now
212
views
3
comments
0
points
Most recent by
PeterM
September 18
General
Which banks do platforms use
76
views
0
comments
0
points
Started by
richallum
September 8
Products & providers
EIS, AIM and IHT query
121
views
3
comments
0
points
Most recent by
PeterM
September 7
Technical stuff
State Benefits
429
views
5
comments
0
points
Most recent by
les_cameron
September 6
Technical stuff
Mandating income
59
views
0
comments
0
points
Started by
richallum
September 4
Products & providers
Smoothed Return options
124
views
2
comments
0
points
Most recent by
TimMatthias
September 1
Technical stuff
CISI Level 6 Past Papers
114
views
2
comments
0
points
Most recent by
HR246
August 30
CPD & Exams
Seeking opportunities for a future in paraplanning! Any tips & advice much appreciated!
189
views
2
comments
0
points
Most recent by
SnehaK
August 25
New to paraplanning
US citizens - options?
55
views
0
comments
0
points
Started by
Wildparaplanner
August 22
Technical stuff
New job
160
views
2
comments
0
points
Most recent by
JH0201
August 22
Paraplanning tips & tricks
AF8- Familiarity Score
99
views
0
comments
0
points
Started by
UserTom
August 21
CPD & Exams
Onshore Bond - Corporate owner
87
views
1
comment
0
points
Most recent by
les_cameron
August 17
Products & providers
AF8 or AF4
196
views
4
comments
0
points
Most recent by
Gayle
August 16
CPD & Exams
You don't need to include cost comparisons in pension switching reports ...
205
views
5
comments
0
points
Most recent by
benjaminfabi
August 9
Technical stuff
Purchased Life Annuity
151
views
4
comments
0
points
Most recent by
KellySelby
August 9
Products & providers
Offshore Bond In Trust: Assign or Surrender?
140
views
3
comments
0
points
Most recent by
les_cameron
August 4
Technical stuff
Client portals - Cashcalc v Intelliflo which is best?
127
views
1
comment
0
points
Most recent by
TimMatthias
July 27
Technology & IT
Making gifts to benefit recipients
64
views
1
comment
0
points
Most recent by
richardgough
July 20
General
Professional Indemnity Insurance
543
views
7
comments
0
points
Most recent by
Geoff
July 18
Outsourced & freelance paraplanners
Safe/Sustainable Withdrawal Rates
157
views
2
comments
0
points
Most recent by
Nath
July 7
Technical stuff
How does your firm structure paraplanning?
197
views
2
comments
0
points
Most recent by
ruthiebusybee
July 6
General
AF5 Workshop
84
views
1
comment
0
points
Most recent by
LuizaBTS
July 4
CPD & Exams
AF8 Assignment 2
254
views
1
comment
0
points
Most recent by
Livergoose
July 4
CPD & Exams
Paying private school fees via Ltd Company
109
views
3
comments
0
points
Most recent by
TomLloyd_Read
June 30
Technical stuff
«
1
2
3
4
5
6
7
…
59
»