The Big Tent

• Looking for an excel template to avoid re-inventing the wheel

  217 views 6 comments 0 points Most recent by Nath February 2021General
• Group Life/CIC/IP Quotation Portals

  60 views 0 comments 0 points Started by PeterM February 2021 Products & providers
• Limited Company Investments

  119 views 4 comments 0 points Most recent by Sueh59 January 2021General
• Where do you invest personally?

  277 views 8 comments 0 points Most recent by DanAtkinsonUK January 2021General
• Standard Life With Profits - 4% Guarantee Growth Rate

  2.5K views 3 comments 0 points Most recent by benjaminfabi January 2021Technical stuff
• Interview Questions

  145 views 0 comments 0 points Started by Nathan January 2021 Technical stuff
• Trainee Adviser

  256 views 2 comments 0 points Most recent by RohanSivajoti January 2021General
• Bulk fund switch

  98 views 2 comments 0 points Most recent by richardgough January 2021Technical stuff
• Team Structure - What works for you?

  220 views 7 comments 0 points Most recent by Clare_Weight January 2021Administrator's Tent
• I'm going to raise that subject again - Adviser charging statements and Mifid2

  104 views 0 comments 0 points Started by ruthiebusybee January 2021 General
• Sharia Investing

  156 views 4 comments 0 points Most recent by mq123 January 2021Technical stuff
• Platform due diligence help

  154 views 2 comments 0 points Most recent by arongunningham January 2021Products & providers
• Investment Bond encashment within a SSAS

  135 views 2 comments 0 points Most recent by Colin1980 January 2021Technical stuff
• Trust/ MWPA help

  462 views 5 comments 0 points Most recent by Caro January 2021Technical stuff
• Charging for telephone calls to providers

  331 views 3 comments 0 points Most recent by arongunningham January 2021Outsourced & freelance paraplanners
• MiFID II Ex-ante disclosure for fund switches/portfolio changes

  997 views 7 comments 0 points Most recent by benjaminfabi December 2020Technical stuff
• Difference between a Model Portfolio vs ie Scottish Widows Pension Portfolio or RL Governed Portfoli

  460 views 8 comments 0 points Most recent by arongunningham December 2020Technical stuff
• RO2 question query

  206 views 4 comments 0 points Most recent by ClaireE1 December 2020CPD & Exams
• Transferring stock to a spouse

  119 views 1 comment 0 points Most recent by PPWow December 2020Technical stuff
• Help on R04

  197 views 3 comments 0 points Most recent by Anna03 December 2020CPD & Exams
• Project management - webinars/reading?

  143 views 4 comments 0 points Most recent by ruthiebusybee December 2020General
• Help for anyone trying to break into Paraplanning and financial planning

  349 views 1 comment 0 points Most recent by StephenH December 2020New to paraplanning
• AF1 - February 2021

  146 views 0 comments 0 points Started by Alexander December 2020 CPD & Exams
• Are you organising a virtual Christmas do?

  180 views 5 comments 0 points Most recent by Clare_Weight December 2020General
• Complete IT support shake-up - opinions please!

  469 views 18 comments 0 points Most recent by richallum December 2020Technology & IT
• Dutch funds for UK investors

  102 views 2 comments 0 points Most recent by DanAtkinsonUK December 2020Technical stuff
• Initial Costs

  289 views 3 comments 0 points Most recent by Andy_Schleider December 2020Outsourced & freelance paraplanners
• MPS Info

  179 views 3 comments 0 points Most recent by arongunningham December 2020Technical stuff
• AF exams - sitting more than one at a time

  529 views 4 comments 0 points Most recent by SW1990 December 2020CPD & Exams
• Pension Switching - Selectapension vs Adviserasset

  237 views 1 comment 0 points Most recent by richardgough November 2020Products & providers