The Big 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!

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

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

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

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

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

  869 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

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

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

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

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

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

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

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

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

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

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

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

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

  90 views 1 comment 0 points Most recent by richardgough September 2022Technical stuff
• Client information and Data Protection

  108 views 1 comment 0 points Most recent by SimplyParaplanner September 2022General
• The Big Tent will be unavailable from 3pm on 5 September until 3pm on Wednesday 7 September

  53 views 0 comments 0 points Started by Admin August 2022 Our news
• PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value

  57 views 0 comments 0 points Started by ruthiebusybee August 2022 General
• AF5 Case Study Analysis

  141 views 0 comments 0 points Started by Gayle August 2022 CPD & Exams
• R06 September

  75 views 1 comment 0 points Most recent by Gayle August 2022CPD & Exams
• How many clients do you have?

  408 views 6 comments 0 points Most recent by Gustavo_Fring August 2022General
• R02 Exam

  396 views 2 comments 0 points Most recent by Admin August 2022CPD & Exams
• RO6

  163 views 3 comments 0 points Most recent by LuizaBTS August 2022CPD & Exams
• Daily Market Update Email

  127 views 3 comments 0 points Most recent by Gustavo_Fring August 2022General