The Big Tent

• TTFAC - operational practice

  44 views 0 comments 0 points Started by benjaminfabi September 24 Technical stuff
• MPS and CIP Support

  66 views 0 comments 0 points Started by cottesmore22 September 19 Products & providers
• Platform & Investment Research

  268 views 3 comments 0 points Most recent by cottesmore22 September 19Technology & IT
• STEP Diploma

  73 views 1 comment 0 points Most recent by SA96 September 19CPD & Exams
• AF4 - October Sitting

  112 views 2 comments 0 points Most recent by petorb September 17CPD & Exams
• Enhanced Protection and Transitional Certificate

  75 views 3 comments 0 points Most recent by SA96 September 13Technical stuff
• Pensions Engagement Season 2024 - useful resources

  47 views 0 comments 0 points Started by Ssandle September 11 Supporter Tent
• Top Slice Gain & Top Slice Relief

  79 views 1 comment 0 points Most recent by les_cameron September 9Technical stuff
• R0

  64 views 0 comments 0 points Started by Chris1 September 8 CPD & Exams
• LSA Reduction

  78 views 1 comment 0 points Most recent by les_cameron September 6Technical stuff
• Lasting Power of Attorney investment decisions

  157 views 14 comments 0 points Most recent by GolfPutt21 September 5Technical stuff
• Alternatives to Property funds: REITs?

  47 views 0 comments 0 points Started by MothiusManius September 3 Products & providers
• FSCS & offshore bonds

  2.1K views 8 comments 0 points Most recent by HR246 September 3Technical stuff
• Questions from a prospective career switcher to paraplanning!

  133 views 2 comments 0 points Most recent by HikerSean September 2New to paraplanning
• Transcription software & AI meeting notes

  167 views 7 comments 0 points Most recent by Sean_Fernyhough August 29Technology & IT
• Will Trust - Moving into care home

  119 views 6 comments 0 points Most recent by les_cameron August 28Technical stuff
• Trustees paying for the life cover of the settlor?

  69 views 2 comments 0 points Most recent by SA96 August 21Technical stuff
• Exit charges in first ten years

  98 views 3 comments 0 points Most recent by les_cameron August 21Technical stuff
• Calculating CGT on shares

  74 views 0 comments 0 points Started by caithall341 August 21 Technical stuff
• Decumulation ATR Questionnaire

  92 views 2 comments 0 points Most recent by TimMatthias August 21General
• Moving to Plannr from Intelligent Office

  62 views 0 comments 0 points Started by JLaw01553 August 19 Products & providers
• Term assurance

  87 views 2 comments 0 points Most recent by Calvert76 August 17Products & providers
• Scheme-specific lump sum protection — calculating a member’s entitlement

  284 views 4 comments 0 points Most recent by les_cameron August 14Technical stuff
• Are you a team leader or manager?

  1.4K views 41 comments 0 points Most recent by Cwalker83 August 14Team leaders & managers
• Paraplanning Services

  521 views 5 comments 0 points Most recent by Chris1 August 13Outsourced & freelance paraplanners
• Freelance Chartered Paraplanner looking for new opportunities

  476 views 3 comments 0 points Most recent by Chris1 August 13Outsourced & freelance paraplanners
• Freelance and Outsourced Paraplanner

  344 views 1 comment 0 points Most recent by Chris1 August 13Outsourced & freelance paraplanners
• Losing Enhanced Protection whilst legislation issues persist

  72 views 4 comments 0 points Most recent by Wildparaplanner August 13Technical stuff
• RO3 Onshore Bond Question

  156 views 5 comments 0 points Most recent by Amel23 August 9CPD & Exams