The Big Tent

• Update on July CII and PFS Exams

  263 views 2 comments 0 points Most recent by richallum June 2020CPD & Exams
• Pension Protection Fund

  103 views 3 comments 0 points Most recent by Northface June 2020Technical stuff
• Rebroking Life Cover

  239 views 5 comments 0 points Most recent by Caro June 2020General
• Letter template for Annual Review (Investments)

  556 views 2 comments 0 points Most recent by TerrierLady June 2020General
• Pension freedoms and means-tested benefits

  101 views 4 comments 0 points Most recent by Nathan June 2020Technical stuff
• J09 Help

  192 views 0 comments 0 points Started by luisamato June 2020 CPD & Exams
• Running a small business during COVID-19

  990 views 36 comments 0 points Most recent by richallum June 2020Outsourced & freelance paraplanners
• Discounted Gift Trusts

  269 views 7 comments 0 points Most recent by Caro June 2020Technical stuff
• April 2020 exam sittings - do you think these will go ahead?

  546 views 13 comments 0 points Most recent by EmKate June 2020CPD & Exams
• 'Lower value' clients

  225 views 5 comments 0 points Most recent by Gustavo_Fring June 2020General
• Electronically Signing Documents

  257 views 8 comments 0 points Most recent by GallusAlice May 2020Technology & IT
• Electronic Signatures - Nitro Cloud

  55 views 0 comments 0 points Started by juliet May 2020 Technology & IT
• Trusts at maturity of policy

  412 views 3 comments 0 points Most recent by TomLloyd_Read May 2020Technical stuff
• 360 Templates

  208 views 9 comments 0 points Most recent by parawhat May 2020General
• Benchmarks and Risk-mapping CIPs. What do you do?

  167 views 3 comments 0 points Most recent by parawhat May 2020Technology & IT
• Pension - AA Breach / DB Scheme Pays

  101 views 2 comments 0 points Most recent by Maddy May 2020Technical stuff
• Fancy a brew? ☕😊

  90 views 0 comments 0 points Started by Caro May 2020 General
• St James Place

  259 views 2 comments 0 points Most recent by bonnerk May 2020Products & providers
• Recommend me an office chair

  186 views 6 comments 0 points Most recent by Gustavo_Fring May 2020General
• Cashflow forecast growth rates

  532 views 10 comments 0 points Most recent by Gustavo_Fring May 2020Technical stuff
• Report writing tools v internal templates

  259 views 3 comments 0 points Most recent by Chris_Hindle1 May 2020General
• Outsourcing Task - Final Salary

  250 views 3 comments 0 points Most recent by richallum May 2020Outsourced & freelance paraplanners
• Serious Illness Cover versus Critical Illness Cover

  59 views 0 comments 0 points Started by MLokhandwala May 2020 Technical stuff
• Intranet/Company Share Space

  110 views 2 comments 0 points Most recent by Caro April 2020Technology & IT
• Defaqto Engage Report Writing Soultion - Comments?

  179 views 1 comment 0 points Most recent by Clare_Weight April 2020Technology & IT
• Benchmarks and Risk-mapping CIPs. What do you do?

  199 views 0 comments 0 points Started by LizziSmith April 2020 Paraplanning tips & tricks
• The Ultimate Paraplanner Questionnaire 2020!

  258 views 2 comments 0 points Most recent by PPWow April 2020General
• LISAs

  93 views 2 comments 0 points Most recent by Colin1980 April 2020Technical stuff
• Cash Management Providers

  122 views 3 comments 0 points Most recent by victoriabarberops April 2020Products & providers
• AXA (now Phoenix) Family Sun Trust (& underlying investment)

  140 views 4 comments 0 points Most recent by DanAtkinsonUK April 2020Technical stuff