The Big Tent

• Pension Switching - Selectapension vs Adviserasset

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

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

  1.7K views 15 comments 0 points Most recent by Gradient November 2020New to paraplanning
• VAT & BPR products

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

  335 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 .....?

  273 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

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

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

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

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

  108 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

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

  236 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

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

  377 views 4 comments 0 points Most recent by sentinel555 November 2020Our news
• Direct Property - Offshore Bonds

  93 views 0 comments 0 points Started by Ralfos October 2020 Technical stuff
• Lifetime Allowance increase for next tax year

  175 views 1 comment 0 points Most recent by DanOakes October 2020Technical stuff
• Another hoping of a career change, hoping for guidance!

  278 views 3 comments 0 points Most recent by DanOakes October 2020New to paraplanning
• Cii - PSI Exam issues

  590 views 2 comments 0 points Most recent by jhardingham October 2020CPD & Exams
• Trustee Bank Accounts

  3.6K views 12 comments 0 points Most recent by arongunningham October 2020General
• Research software

  271 views 2 comments 0 points Most recent by benjaminfabi October 2020Outsourced & freelance paraplanners
• AF6 Coursework

  1.1K views 3 comments 0 points Most recent by robht5 October 2020CPD & Exams
• R04 - Tips

  222 views 2 comments 0 points Most recent by DanOakes October 2020CPD & Exams
• R06 October - Study buddy?

  1.2K views 37 comments 0 points Most recent by spindo October 2020CPD & Exams
• Advisory Investment Management

  98 views 2 comments 0 points Most recent by RyanBrown October 2020Products & providers