The Big Tent

• R06 January

  639 views 17 comments 0 points Most recent by Nicole June 30CPD & Exams
• Cii post case study (R06)

  211 views 9 comments 0 points Most recent by Rob June 30CPD & Exams
• MiFID II Ex-ante disclosure for fund switches/portfolio changes

  262 views 4 comments 0 points Most recent by Alexrubenjoel June 30Technical stuff
• Exam tips

  84 views 0 comments 0 points Started by Gayle June 29 CPD & Exams
• R01 study buddy?

  68 views 2 comments 0 points Most recent by raveenkaur June 27CPD & Exams
• Providers accepting digital signatures

  137 views 4 comments 0 points Most recent by stucker June 21Products & providers
• GMP equalisation

  87 views 1 comment 0 points Most recent by Northface June 19Technical stuff
• Non-Qualifying/RRQP Help needed

  65 views 3 comments 0 points Most recent by richardgough June 18Technical stuff
• Existing pension info sheet

  461 views 10 comments 0 points Most recent by GallusAlice June 15Paraplanning tips & tricks
• Clients Requesting Investment Withdrawals - non advised

  261 views 8 comments 0 points Most recent by Chris_Hindle1 June 14New to paraplanning
• Update on July CII and PFS Exams

  227 views 2 comments 0 points Most recent by richallum June 12CPD & Exams
• Pension Protection Fund

  80 views 3 comments 0 points Most recent by Northface June 9Technical stuff
• Rebroking Life Cover

  81 views 5 comments 0 points Most recent by Caro June 9General
• Letter template for Annual Review (Investments)

  166 views 2 comments 0 points Most recent by TerrierLady June 5General
• Pension freedoms and means-tested benefits

  80 views 4 comments 0 points Most recent by Nathan June 5Technical stuff
• J09 Help

  57 views 0 comments 0 points Started by luisamato June 5 CPD & Exams
• Running a small business during COVID-19

  867 views 36 comments 0 points Most recent by richallum June 3Outsourced & freelance paraplanners
• Discounted Gift Trusts

  155 views 7 comments 0 points Most recent by Caro June 3Technical stuff
• April 2020 exam sittings - do you think these will go ahead?

  509 views 13 comments 0 points Most recent by EmKate June 3CPD & Exams
• 'Lower value' clients

  185 views 5 comments 0 points Most recent by Gustavo_Fring June 3General
• R04

  2.7K views 60 comments 0 points Most recent by Nicole May 30CPD & Exams
• Electronically Signing Documents

  184 views 8 comments 0 points Most recent by GallusAlice May 28Technology & IT
• Electronic Signatures - Nitro Cloud

  24 views 0 comments 0 points Started by juliet May 26 Technology & IT
• Trusts at maturity of policy

  69 views 3 comments 0 points Most recent by TomLloyd_Read May 26Technical stuff
• 360 Templates

  146 views 9 comments 0 points Most recent by parawhat May 26General
• Benchmarks and Risk-mapping CIPs. What do you do?

  101 views 3 comments 0 points Most recent by parawhat May 26Technology & IT
• Pension - AA Breach / DB Scheme Pays

  73 views 2 comments 0 points Most recent by Maddy May 20Technical stuff
• Fancy a brew? ☕😊

  68 views 0 comments 0 points Started by Caro May 20 General
• AF5 easter

  406 views 14 comments 0 points Most recent by TomLloyd_Read May 15Our news