The Big Tent

• Bulk fund switch

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

  225 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

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

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

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

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

  1K 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

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

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

  120 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

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

  147 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!

  470 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

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

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

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

  238 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

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

  337 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 .....?

  276 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