The Big Tent

• Complaints to Providers on behalf of clients

  297 views 1 comment 0 points Most recent by richardgough August 2021General
• Staff Appraisals

  268 views 1 comment 0 points Most recent by Nath July 2021Team leaders & managers
• Trust on Pension Death Benefits

  212 views 2 comments 0 points Most recent by benjaminfabi July 2021Technical stuff
• Complex Life Assurance - Cancer diagnosis

  125 views 2 comments 0 points Most recent by KathrynKnowles July 2021Products & providers
• Flexible Reversionary Trusts

  229 views 2 comments 0 points Most recent by Charlotte_Collier July 2021Technical stuff
• Corporate investment - the practical stuff

  100 views 0 comments 0 points Started by Hnew July 2021 Technical stuff
• Cash Flow Modelling

  404 views 5 comments 0 points Most recent by Andy_Schleider June 2021General
• Employing staff - costs

  272 views 1 comment 0 points Most recent by benjaminfabi June 2021Outsourced & freelance paraplanners
• Ultra Low Cost MPS

  443 views 2 comments 0 points Most recent by sophieausten June 2021Products & providers
• SIPP Annual Review with Commercial Property

  134 views 2 comments 0 points Most recent by GallusAlice June 2021Technical stuff
• Fintegrate

  232 views 4 comments 0 points Most recent by TimMatthias June 2021Technology & IT
• R06 July 2021 Exam - Case study out

  408 views 0 comments 0 points Started by Wildcherry June 2021 CPD & Exams
• Trust Register - How are people documenting this in reports

  205 views 2 comments 0 points Most recent by arongunningham June 2021Technical stuff
• Web Domains

  104 views 0 comments 0 points Started by Nathan June 2021 Outsourced & freelance paraplanners
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  89 views 0 comments 0 points Started by Caro June 2021 General
• ESG research

  182 views 4 comments 0 points Most recent by ruthiebusybee June 2021General
• Pension Cost Comparison (OCF v OCF or OCF v MIFID II charges)

  195 views 2 comments 0 points Most recent by Mosher June 2021Technical stuff
• When to report chargeable events

  765 views 2 comments 0 points Most recent by ruthiebusybee June 2021General
• IHT & Trusts

  203 views 3 comments 0 points Most recent by richardgough June 2021Technical stuff
• Voyant question: Earnings Growth

  116 views 1 comment 0 points Most recent by richardgough May 2021Technical stuff
• For any paraplanners who'd like to raise their profile

  214 views 0 comments 0 points Started by Admin May 2021 General
• QROPS Quandary

  122 views 0 comments 0 points Started by PKO7375 May 2021 Technical stuff
• AF4 & PCIAM

  357 views 1 comment 0 points Most recent by Gayle May 2021CPD & Exams
• History of provider name changes, takeovers and merges etc.

  148 views 4 comments 0 points Most recent by PPWow May 2021General
• Life Protection Shortfall Calculator

  120 views 2 comments 0 points Most recent by Complady May 2021Technical stuff
• Back office data and Regulatory data

  142 views 2 comments 0 points Most recent by richallum May 2021General
• How could I assist (you) a paraplanner and in turn the adviser best

  161 views 1 comment 0 points Most recent by Anna03 May 2021General
• Unitised with-profits help

  144 views 1 comment 0 points Most recent by Gustavo_Fring May 2021Technical stuff
• R06 before R01?

  196 views 1 comment 0 points Most recent by SA96 May 2021CPD & Exams
• R05 study material

  188 views 1 comment 0 points Most recent by DaleLucas May 2021CPD & Exams