The Big Tent

• Trust on Pension Death Benefits

  218 views 2 comments 0 points Most recent by benjaminfabi July 2021Technical stuff
• Complex Life Assurance - Cancer diagnosis

  131 views 2 comments 0 points Most recent by KathrynKnowles July 2021Products & providers
• Flexible Reversionary Trusts

  248 views 2 comments 0 points Most recent by Charlotte_Collier July 2021Technical stuff
• Corporate investment - the practical stuff

  109 views 0 comments 0 points Started by Hnew July 2021 Technical stuff
• Cash Flow Modelling

  417 views 5 comments 0 points Most recent by Andy_Schleider June 2021General
• Employing staff - costs

  285 views 1 comment 0 points Most recent by benjaminfabi June 2021Outsourced & freelance paraplanners
• Ultra Low Cost MPS

  458 views 2 comments 0 points Most recent by sophieausten June 2021Products & providers
• SIPP Annual Review with Commercial Property

  145 views 2 comments 0 points Most recent by GallusAlice June 2021Technical stuff
• Fintegrate

  245 views 4 comments 0 points Most recent by TimMatthias June 2021Technology & IT
• R06 July 2021 Exam - Case study out

  418 views 0 comments 0 points Started by Wildcherry June 2021 CPD & Exams
• Trust Register - How are people documenting this in reports

  213 views 2 comments 0 points Most recent by arongunningham June 2021Technical stuff
• Web Domains

  116 views 0 comments 0 points Started by Nathan June 2021 Outsourced & freelance paraplanners
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  90 views 0 comments 0 points Started by Caro June 2021 General
• ESG research

  187 views 4 comments 0 points Most recent by ruthiebusybee June 2021General
• Pension Cost Comparison (OCF v OCF or OCF v MIFID II charges)

  209 views 2 comments 0 points Most recent by Mosher June 2021Technical stuff
• When to report chargeable events

  829 views 2 comments 0 points Most recent by ruthiebusybee June 2021General
• IHT & Trusts

  211 views 3 comments 0 points Most recent by richardgough June 2021Technical stuff
• Voyant question: Earnings Growth

  126 views 1 comment 0 points Most recent by richardgough May 2021Technical stuff
• For any paraplanners who'd like to raise their profile

  218 views 0 comments 0 points Started by Admin May 2021 General
• QROPS Quandary

  130 views 0 comments 0 points Started by PKO7375 May 2021 Technical stuff
• AF4 & PCIAM

  377 views 1 comment 0 points Most recent by Gayle May 2021CPD & Exams
• History of provider name changes, takeovers and merges etc.

  154 views 4 comments 0 points Most recent by PPWow May 2021General
• Life Protection Shortfall Calculator

  130 views 2 comments 0 points Most recent by Complady May 2021Technical stuff
• Back office data and Regulatory data

  151 views 2 comments 0 points Most recent by richallum May 2021General
• How could I assist (you) a paraplanner and in turn the adviser best

  173 views 1 comment 0 points Most recent by Anna03 May 2021General
• Unitised with-profits help

  153 views 1 comment 0 points Most recent by Gustavo_Fring May 2021Technical stuff
• R06 before R01?

  199 views 1 comment 0 points Most recent by SA96 May 2021CPD & Exams
• R05 study material

  212 views 1 comment 0 points Most recent by DaleLucas May 2021CPD & Exams
• AF2 / J03 exam guides, past papers

  148 views 1 comment 0 points Most recent by Sam_T May 2021CPD & Exams
• R01 Study materials help

  310 views 1 comment 0 points Most recent by Andy_Schleider May 2021General