The Big Tent

• AIM ISA Report Templates

  232 views 4 comments 0 points Most recent by Nath September 2021General
• R06 Case Studies

  323 views 0 comments 0 points Started by Gayle September 2021 CPD & Exams
• Training & Development

  497 views 3 comments 0 points Most recent by Caro September 2021Team leaders & managers
• Time tracking uses

  301 views 6 comments 0 points Most recent by benjaminfabi September 2021Outsourced & freelance paraplanners
• AF4 June Paper

  177 views 1 comment 0 points Most recent by Gayle September 2021CPD & Exams
• R06 September 2021 - Brand or BTS?

  633 views 2 comments 0 points Most recent by Gayle September 2021CPD & Exams
• Good speaker on wills, POA & deed of variation

  199 views 3 comments 0 points Most recent by richallum August 2021General
• Freelance Work required

  287 views 0 comments 0 points Started by MikeM August 2021 Outsourced & freelance paraplanners
• Complaints to Providers on behalf of clients

  332 views 1 comment 0 points Most recent by richardgough August 2021General
• Staff Appraisals

  277 views 1 comment 0 points Most recent by Nath July 2021Team leaders & managers
• 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

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

  459 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

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

  419 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)

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

  834 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