The Big Tent

• 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!

  91 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)

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

  838 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

  127 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

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

  380 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

  134 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

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

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

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

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

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

  314 views 1 comment 0 points Most recent by Andy_Schleider May 2021General
• Diploma in Financial Planning

  431 views 4 comments 0 points Most recent by Nicole May 2021CPD & Exams
• Client contact, collaboration & messaging systems

  165 views 3 comments 0 points Most recent by richallum April 2021Outsourced & freelance paraplanners
• R03 Help!

  298 views 3 comments 0 points Most recent by Anna03 April 2021CPD & Exams
• AF8

  11.3K views 39 comments 0 points Most recent by Anna03 April 2021CPD & Exams
• Your own platform?

  146 views 0 comments 0 points Started by Anna April 2021 Technology & IT
• R0 exams

  591 views 4 comments 0 points Most recent by Andy_Schleider April 2021CPD & Exams
• R06 before R04?

  269 views 2 comments 0 points Most recent by LuizaBTS April 2021CPD & Exams
• DB transfer summary page

  156 views 4 comments 0 points Most recent by Colinstewart76 April 2021Technical stuff
• R06 April 2021

  1.3K views 13 comments 0 points Most recent by Pattersons April 2021CPD & Exams
• How many of us are there?

  165 views 2 comments 0 points Most recent by PPWow March 2021General