The Big Tent

• R06 February 2021

  493 views 8 comments 0 points Most recent by Admin February 18CPD & Exams
• R03 - Anyone used BTS material

  300 views 5 comments 0 points Most recent by Admin February 18CPD & Exams
• BrandFT / Wizard Learning

  141 views 4 comments 0 points Most recent by Admin February 18CPD & Exams
• R03

  730 views 8 comments 0 points Most recent by Admin February 18CPD & Exams
• Select A Pension - How do you approach the analysis?

  101 views 2 comments 0 points Most recent by arongunningham February 18Paraplanning tips & tricks
• Income units and accumulation units

  95 views 2 comments 0 points Most recent by Colin1980 February 17Technical stuff
• Client Facing Guide to Trusts

  100 views 1 comment 0 points Most recent by benjaminfabi February 15General
• Online Assembly for people who are new to paraplanning

  64 views 0 comments 0 points Started by Admin February 11 New to paraplanning
• Pension review tools

  60 views 1 comment 0 points Most recent by Gustavo_Fring February 11Technology & IT
• Digital factfinds

  47 views 0 comments 0 points Started by Gustavo_Fring February 11 Technology & IT
• Yorsipp Limited

  63 views 2 comments 0 points Most recent by MikeM February 10Products & providers
• Offer of pro bono paraplanning support

  106 views 0 comments 0 points Started by jwr21 February 9 General
• AF5 Revision methods and Resources

  82 views 1 comment 0 points Most recent by LCongdon February 5General
• ESG Research - Volunteers Wanted!

  73 views 0 comments 0 points Started by Theresa_Dixon February 4 Supporter Tent
• Approaching growth assumptions for Tax Advantaged Investments (VCT/EIS/BR/AIM)

  101 views 5 comments 0 points Most recent by DanAtkinsonUK February 4Technical stuff
• VAT on MPS Advice

  71 views 2 comments 0 points Most recent by benjaminfabi February 3Technical stuff
• Looking for an excel template to avoid re-inventing the wheel

  155 views 6 comments 0 points Most recent by Nath February 3General
• Group Life/CIC/IP Quotation Portals

  34 views 0 comments 0 points Started by PeterM February 2 Products & providers
• Limited Company Investments

  92 views 4 comments 0 points Most recent by Sueh59 January 29General
• Where do you invest personally?

  213 views 8 comments 0 points Most recent by DanAtkinsonUK January 29General
• Standard Life With Profits - 4% Guarantee Growth Rate

  174 views 3 comments 0 points Most recent by benjaminfabi January 29Technical stuff
• Interview Questions

  59 views 0 comments 0 points Started by Nathan January 29 Technical stuff
• Trainee Adviser

  174 views 2 comments 0 points Most recent by RohanSivajoti January 28General
• Bulk fund switch

  63 views 2 comments 0 points Most recent by richardgough January 21Technical stuff
• Team Structure - What works for you?

  66 views 7 comments 0 points Most recent by Clare_Weight January 21Administrator's Tent
• I'm going to raise that subject again - Adviser charging statements and Mifid2

  68 views 0 comments 0 points Started by ruthiebusybee January 20 General
• Professional Indemnity Insurance

  106 views 3 comments 0 points Most recent by richallum January 19Outsourced & freelance paraplanners
• Sharia Investing

  132 views 4 comments 0 points Most recent by mq123 January 14Technical stuff
• Platform due diligence help

  103 views 2 comments 0 points Most recent by arongunningham January 13Products & providers