The Big Tent

• Pru TIP

  91 views 2 comments 0 points Most recent by les_cameron September 28Products & providers
• when is a pension transfer effected

  90 views 1 comment 0 points Most recent by richardgough September 26Technical stuff
• US 401K plans

  107 views 3 comments 0 points Most recent by amarshall September 25Technical stuff
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  73 views 4 comments 0 points Most recent by les_cameron September 22Technical stuff
• LTA / Small Pots & max PCLS

  138 views 7 comments 0 points Most recent by les_cameron September 20Technical stuff
• Bond Surrenders and Spousal Exemptions

  84 views 3 comments 0 points Most recent by les_cameron September 19Technical stuff
• AI/ChatGPT right now

  212 views 3 comments 0 points Most recent by PeterM September 18General
• 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 7Technical stuff
• State Benefits

  429 views 5 comments 0 points Most recent by les_cameron September 6Technical 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 1Technical stuff
• CISI Level 6 Past Papers

  114 views 2 comments 0 points Most recent by HR246 August 30CPD & Exams
• Seeking opportunities for a future in paraplanning! Any tips & advice much appreciated!

  189 views 2 comments 0 points Most recent by SnehaK August 25New 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 22Paraplanning 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 17Products & providers
• AF8 or AF4

  196 views 4 comments 0 points Most recent by Gayle August 16CPD & Exams
• You don't need to include cost comparisons in pension switching reports ...

  205 views 5 comments 0 points Most recent by benjaminfabi August 9Technical stuff
• Purchased Life Annuity

  151 views 4 comments 0 points Most recent by KellySelby August 9Products & providers
• Offshore Bond In Trust: Assign or Surrender?

  140 views 3 comments 0 points Most recent by les_cameron August 4Technical stuff
• Client portals - Cashcalc v Intelliflo which is best?

  127 views 1 comment 0 points Most recent by TimMatthias July 27Technology & IT
• Making gifts to benefit recipients

  64 views 1 comment 0 points Most recent by richardgough July 20General
• Professional Indemnity Insurance

  543 views 7 comments 0 points Most recent by Geoff July 18Outsourced & freelance paraplanners
• Safe/Sustainable Withdrawal Rates

  157 views 2 comments 0 points Most recent by Nath July 7Technical stuff
• How does your firm structure paraplanning?

  197 views 2 comments 0 points Most recent by ruthiebusybee July 6General
• AF5 Workshop

  84 views 1 comment 0 points Most recent by LuizaBTS July 4CPD & Exams
• AF8 Assignment 2

  254 views 1 comment 0 points Most recent by Livergoose July 4CPD & Exams
• Paying private school fees via Ltd Company

  109 views 3 comments 0 points Most recent by TomLloyd_Read June 30Technical stuff