The Big Tent

• Select A Pension - How do you approach the analysis?

  427 views 2 comments 0 points Most recent by arongunningham February 2021Paraplanning tips & tricks
• Income units and accumulation units

  148 views 2 comments 0 points Most recent by Colin1980 February 2021Technical stuff
• Client Facing Guide to Trusts

  160 views 1 comment 0 points Most recent by benjaminfabi February 2021General
• Online Assembly for people who are new to paraplanning

  183 views 0 comments 0 points Started by Admin February 2021 New to paraplanning
• Pension review tools

  124 views 1 comment 0 points Most recent by Gustavo_Fring February 2021Technology & IT
• Digital factfinds

  112 views 0 comments 0 points Started by Gustavo_Fring February 2021 Technology & IT
• Yorsipp Limited

  129 views 2 comments 0 points Most recent by MikeM February 2021Products & providers
• Offer of pro bono paraplanning support

  150 views 0 comments 0 points Started by jwr21 February 2021 General
• AF5 Revision methods and Resources

  216 views 1 comment 0 points Most recent by LCongdon February 2021General
• ESG Research - Volunteers Wanted!

  149 views 0 comments 0 points Started by Theresa_Dixon February 2021 Supporter Tent
• Approaching growth assumptions for Tax Advantaged Investments (VCT/EIS/BR/AIM)

  162 views 5 comments 0 points Most recent by DanAtkinsonUK February 2021Technical stuff
• VAT on MPS Advice

  115 views 2 comments 0 points Most recent by benjaminfabi February 2021Technical stuff
• Looking for an excel template to avoid re-inventing the wheel

  222 views 6 comments 0 points Most recent by Nath February 2021General
• Group Life/CIC/IP Quotation Portals

  63 views 0 comments 0 points Started by PeterM February 2021 Products & providers
• Limited Company Investments

  126 views 4 comments 0 points Most recent by Sueh59 January 2021General
• Where do you invest personally?

  281 views 8 comments 0 points Most recent by DanAtkinsonUK January 2021General
• Standard Life With Profits - 4% Guarantee Growth Rate

  2.7K views 3 comments 0 points Most recent by benjaminfabi January 2021Technical stuff
• Interview Questions

  152 views 0 comments 0 points Started by Nathan January 2021 Technical stuff
• Trainee Adviser

  258 views 2 comments 0 points Most recent by RohanSivajoti January 2021General
• Bulk fund switch

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

  250 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

  109 views 0 comments 0 points Started by ruthiebusybee January 2021 General
• Sharia Investing

  165 views 4 comments 0 points Most recent by mq123 January 2021Technical stuff
• Platform due diligence help

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

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

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

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

  1.1K 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

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

  212 views 4 comments 0 points Most recent by ClaireE1 December 2020CPD & Exams