The Big Tent

• Help on R04

  196 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

  344 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!

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

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

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

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

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

  236 views 1 comment 0 points Most recent by richardgough November 2020Products & providers
• Pension sharing and getting information from providers

  103 views 2 comments 0 points Most recent by Marta November 2020Technical stuff
• Future paraplanner seeking career advice

  1.6K views 15 comments 0 points Most recent by Gradient November 2020New to paraplanning
• VAT & BPR products

  132 views 3 comments 0 points Most recent by james_macaulay November 2020Technical stuff
• Dynamic Planner - Hints & Tips?

  332 views 4 comments 0 points Most recent by SteveC November 2020Paraplanning tips & tricks
• R06 January 2021

  242 views 1 comment 0 points Most recent by Royals430 November 2020CPD & Exams
• The Paraplanner Standard .....?

  269 views 5 comments 0 points Most recent by bambi November 2020General
• R04

  6K views 63 comments 0 points Most recent by Ugi89 November 2020CPD & Exams
• NHS Pension Input

  214 views 1 comment 0 points Most recent by GarethM November 2020Technical stuff
• Recycling Equity Release funds into a DGT

  186 views 2 comments 0 points Most recent by LouieD12 November 2020Technical stuff
• Professional Attorney

  60 views 0 comments 0 points Started by Hucko November 2020 General
• Trying secure first paraplanning/administrative role after leaving the British Army.

  178 views 2 comments 0 points Most recent by Caro November 2020General
• Charges - Annual Review

  351 views 5 comments 0 points Most recent by edevan5 November 2020New to paraplanning
• Bonus sacrifice

  103 views 0 comments 0 points Started by Chris_Hindle1 November 2020 Technical stuff
• Straight into Level 6?

  451 views 6 comments 0 points Most recent by esthomizzy November 2020CPD & Exams
• Using Docusign outside of IO

  122 views 0 comments 0 points Started by Amanda_2277 November 2020 Technology & IT
• R02

  235 views 3 comments 0 points Most recent by rwooffatst November 2020CPD & Exams
• Pensions on Divorce

  152 views 2 comments 0 points Most recent by Yonkers420 November 2020Technical stuff
• Distribution of Trust assets (Offshore Bond) - taxation for higher rate tax payers

  126 views 4 comments 0 points Most recent by richardgough November 2020Technical stuff
• invidion.uk - New Investment Bond Tool

  376 views 4 comments 0 points Most recent by sentinel555 November 2020Our news