The Big Tent

• Fundment platform - any users willing to share feedback?

  122 views 0 comments 0 points Started by Chris_Hindle1 October 2021 Products & providers
• CF1 and R01 - Diploma qualification

  447 views 0 comments 0 points Started by MFord777 September 2021 CPD & Exams
• The Administrator's Tent

  476 views 4 comments 0 points Most recent by Jo_R September 2021Administrator's Tent
• AF5 Analysis available now

  178 views 0 comments 0 points Started by Gayle September 2021 CPD & Exams
• RO2 Resources Decision

  269 views 1 comment 0 points Most recent by Hoolahan September 2021CPD & Exams
• Ongoing Charge + VAT

  565 views 2 comments 0 points Most recent by Jo_R September 2021Technical stuff
• AIM ISA Report Templates

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

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

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

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

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

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

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

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

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

  280 views 1 comment 0 points Most recent by Nath July 2021Team leaders & managers
• Trust on Pension Death Benefits

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

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

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

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

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

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

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

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

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

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

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

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

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

  191 views 4 comments 0 points Most recent by ruthiebusybee June 2021General