The Big Tent

• IIP (IPDI) appointing assets to remaindermen during lifetime of life tenant lacking capacity

  85 views 0 comments 0 points Started by Michelle131 November 2022 Technical stuff
• Automated Advise

  114 views 0 comments 0 points Started by EmilyTreais November 2022 Technology & IT
• Investment Bond Ownership

  94 views 1 comment 0 points Most recent by richardgough November 2022Technical stuff
• Ongoing Adviser Fees

  194 views 0 comments 0 points Started by seanhurst November 2022 General
• Factfind???

  249 views 7 comments 0 points Most recent by ParaplannerFP November 2022General
• R06

  173 views 2 comments 0 points Most recent by mcshelton November 2022CPD & Exams
• Mid Life Career Change from professional role to Paraplanning advice please

  798 views 6 comments 0 points Most recent by Snewton November 2022General
• RO Exams - Mock Exams Best External Providers

  244 views 5 comments 0 points Most recent by Jen_Berwick November 2022CPD & Exams
• Looking for an exciting role in a really inspiring team?

  114 views 0 comments 0 points Started by becca_timmins November 2022 Administrator's Tent
• Looking for an Outsourced Paraplanner

  432 views 2 comments 0 points Most recent by JAMcKay November 2022Outsourced & freelance paraplanners
• Any users of XPlan? Looking for opinions!

  374 views 5 comments 0 points Most recent by richardgough November 2022General
• Risk Profiling and the current bond market

  96 views 1 comment 0 points Most recent by benjaminfabi October 2022Technical stuff
• Investment Policy Statement

  66 views 0 comments 0 points Started by ruthiebusybee October 2022 General
• Accessing Pension to act as bridging loan

  126 views 2 comments 0 points Most recent by LWheel2003 October 2022Technical stuff
• CII Data breach

  226 views 2 comments 0 points Most recent by Andy_Schleider October 2022CPD & Exams
• Bond Surrender Calculations

  931 views 7 comments 0 points Most recent by les_cameron October 2022Technical stuff
• Key Person Insurance Quotes

  76 views 1 comment 0 points Most recent by SW1990 October 2022Products & providers
• Onshore bonds & means-tested benefits

  773 views 5 comments 0 points Most recent by les_cameron October 2022Technical stuff
• Fonts for reports

  452 views 23 comments 0 points Most recent by benjaminfabi October 2022Technical stuff
• Cash Flow Modelling - Assumptions?

  177 views 1 comment 0 points Most recent by Gustavo_Fring October 2022Technical stuff
• Report Design

  588 views 11 comments 0 points Most recent by TomLloyd_Read October 2022Technology & IT
• Back Office System for a small firm

  107 views 0 comments 0 points Started by Tristenb October 2022 Technology & IT
• Limited company with excess funds - what can they invest in?

  159 views 1 comment 0 points Most recent by les_cameron October 2022Technical stuff
• Systems / Best Practice

  211 views 3 comments 0 points Most recent by RyanBrown October 2022General
• With Profits - current or transfer value for pension transfer analysis

  237 views 6 comments 0 points Most recent by TimMatthias October 2022Technical stuff
• IPDI Trust - Life Tenant and Trust Capital

  322 views 6 comments 0 points Most recent by amelia1983 September 2022Technical stuff
• Skills Matrix

  152 views 0 comments 0 points Started by smith September 2022 Team leaders & managers
• Good SIPP providers for property transfers

  178 views 8 comments 0 points Most recent by Anna September 2022Technical stuff
• CISI certificate in paraplanning

  293 views 2 comments 0 points Most recent by Steven_McBurnie September 2022CPD & Exams
• Possible Bypass Trust ??

  92 views 1 comment 0 points Most recent by richardgough September 2022Technical stuff