The Big Tent

• Onshore bonds & means-tested benefits

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

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

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

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

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

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

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

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

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

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

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

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

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

  111 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

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

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

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

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

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

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

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

  134 views 3 comments 0 points Most recent by Gustavo_Fring August 2022General
• Advice around costs for using a solicitor to create a Terms of Business

  210 views 3 comments 0 points Most recent by Sinead_Thrive August 2022Outsourced & freelance paraplanners
• Big night in/big day out train tickets

  107 views 0 comments 0 points Started by Andy_Schleider August 2022 General
• Presenting to clients

  144 views 1 comment 0 points Most recent by Anna03 August 2022Technology & IT
• CGT on sale/purchase of clean/super clean share classes

  147 views 1 comment 0 points Most recent by TimMatthias August 2022Technical stuff
• TVC tools

  443 views 9 comments 0 points Most recent by Tamnna August 2022Technology & IT
• Notional GMP at Early Retirement of Defined Benefits Scheme

  231 views 1 comment 0 points Most recent by benjaminfabi August 2022Technical stuff
• Life of Another Life Insurance

  486 views 2 comments 0 points Most recent by richardgough August 2022Technical stuff
• Providers accepting non advised DB transfers under £30K?

  93 views 1 comment 0 points Most recent by Andy_Schleider August 2022Technical stuff