The Big Tent

• CashCalc vs Voyant

  874 views 1 comment 0 points Most recent by Nath February 2022Technology & IT
• AF4 - training

  190 views 1 comment 0 points Most recent by Jona February 2022CPD & Exams
• AML on a European Company

  39 views 0 comments 0 points Started by Glyn2000 February 2022 Products & providers
• Comparing investment performance

  279 views 3 comments 0 points Most recent by Glyn2000 February 2022Technical stuff
• Jersey / Guernsey Trustee suggestions

  36 views 0 comments 0 points Started by MothiusManius February 2022 Technical stuff
• List of providers for sending LOAs

  171 views 3 comments 0 points Most recent by SD30 February 2022Products & providers
• Overseas pensions

  92 views 1 comment 0 points Most recent by Theresa_Dixon February 2022CPD & Exams
• PFS Paraplanner Networking sessions - Starting next month

  224 views 2 comments 0 points Most recent by Caro February 2022General
• VCT EIS research

  1.2K views 14 comments 0 points Most recent by Abrahaj February 2022Products & providers
• Morningstar Update

  129 views 2 comments 0 points Most recent by SteveC February 2022Technology & IT
• Apprentice - Financial services administrator

  425 views 5 comments 0 points Most recent by BeckyJ January 2022Team leaders & managers
• Taxation of Investment Bond Gains - Policy owner = exactors of estate

  300 views 10 comments 0 points Most recent by amelia1983 January 2022Technical stuff
• Advisory Centralised Investment Proposition - portfolio change charge disclosure

  159 views 7 comments 0 points Most recent by benjaminfabi January 2022Technical stuff
• Mifid 10% drop notifications

  98 views 0 comments 0 points Started by TimMatthias January 2022 General
• NHS Pension Scheme Advice

  139 views 1 comment 0 points Most recent by DaleLucas January 2022General
• Most efficient strategy to pass R01 to R06?

  525 views 5 comments 0 points Most recent by Ugi89 January 2022CPD & Exams
• Constructive Upwards Feedback Help Required

  230 views 8 comments 0 points Most recent by richallum January 2022Team leaders & managers
• Nominee Flexi-Access Drawdown query

  110 views 1 comment 0 points Most recent by benjaminfabi January 2022Technical stuff
• Tests for taking on paraplanners

  1.9K views 8 comments 0 points Most recent by Clare_Weight January 2022Team leaders & managers
• Work Tracker

  187 views 2 comments 0 points Most recent by Clare_Weight January 2022General
• Suitability Report Templates / Tools

  1.5K views 8 comments 0 points Most recent by Consiglo January 2022Administrator's Tent
• R06 Jan 22

  285 views 5 comments 0 points Most recent by elspel January 2022CPD & Exams
• Visual tools to explain technical concepts or portray information?

  296 views 3 comments 0 points Most recent by DanAtkinsonUK January 2022Paraplanning tips & tricks
• Remote Exams

  142 views 0 comments 0 points Started by rwooffatst January 2022 CPD & Exams
• R04

  757 views 7 comments 0 points Most recent by carrisn January 2022CPD & Exams
• J10 - Discretionary Investment Management

  195 views 0 comments 0 points Started by robht5 January 2022 CPD & Exams
• Bare Trusts - who are you advising??

  152 views 2 comments 0 points Most recent by ruthiebusybee December 2021General
• DGT tax on death of settlor - Technical Question

  560 views 4 comments 0 points Most recent by benjaminfabi December 2021Technical stuff
• Changing careers within financial services

  1K views 10 comments 0 points Most recent by Admin December 2021New to paraplanning
• Moved: DGT tax on death of settlor - Technical Question

  Closed 1 view 0 comments 0 points Started by benjaminfabi December 2021 Technology & IT