The Big Tent

• What industry awards are there for Financial Advisers?

  85 views 0 comments 0 points Started by RickSanchez August 2020 General
• Emergency Tax

  134 views 2 comments 0 points Most recent by Nath August 2020Technical stuff
• Advertising / Marketing

  104 views 3 comments 0 points Most recent by Rcaisley August 2020General
• Careers - the best move to make?

  279 views 4 comments 0 points Most recent by Caroline_Singleton August 2020General
• R06 Example Analysis

  143 views 1 comment 0 points Most recent by JonPaulEllis August 2020CPD & Exams
• Barriers to exit - platforms refusing to convert funds

  99 views 2 comments 0 points Most recent by Jamie_Barnes August 2020Products & providers
• Retirement Options

  431 views 6 comments 0 points Most recent by Caroline_Singleton August 2020Paraplanning tips & tricks
• Supporting One Another

  1.7K views 71 comments 0 points Most recent by Clairebear512 August 2020General
• IHT cumulation - failed PETs and CLTs

  392 views 3 comments 0 points Most recent by Chris August 2020CPD & Exams
• Advertising/marketing question

  120 views 0 comments 0 points Started by Andy_Schleider August 2020 Outsourced & freelance paraplanners
• Infographics on Reports

  465 views 10 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks
• Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits

  658 views 13 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks
• Tax Reclaim- pension withdrawal

  136 views 4 comments 0 points Most recent by arongunningham July 2020CPD & Exams
• FundsNetwork SIPP - Small Pots

  111 views 2 comments 0 points Most recent by MartinRooks July 2020Products & providers
• DB APTA and future annuity

  145 views 1 comment 0 points Most recent by Suse1969 July 2020Technical stuff
• Platforms and Annual Reviews

  151 views 2 comments 0 points Most recent by arongunningham July 2020Products & providers
• Volunteering Opportunity

  166 views 0 comments 0 points Started by leodennis94 July 2020 New to paraplanning
• TVC Help - State Pension Adjustment

  225 views 4 comments 0 points Most recent by Andy_Schleider July 2020Technical stuff
• Deferring the State Pension

  133 views 3 comments 0 points Most recent by Northface July 2020Technical stuff
• Unipass Letter of Authority

  117 views 0 comments 0 points Started by CHMDMC00 July 2020 Administrator's Tent
• Paraplanners wanted for paid research project

  165 views 0 comments 0 points Started by richallum July 2020 General
• Tax planning software

  113 views 0 comments 0 points Started by Chris_Hindle1 July 2020 Technology & IT
• AF1 - anyone planning on taking in October?

  219 views 5 comments 0 points Most recent by LiamD0529 July 2020CPD & Exams
• Pru Tax Relief Modeller

  177 views 0 comments 0 points Started by Nath July 2020 Technical stuff
• R06 July (remote exam)

  1.9K views 39 comments 0 points Most recent by JonPaulEllis July 2020CPD & Exams
• AF7 July 2020

  325 views 5 comments 0 points Most recent by PSA456 July 2020CPD & Exams
• US Resident JISA

  115 views 2 comments 0 points Most recent by Calvert76 July 2020Technical stuff
• Pension that accepts gross personal contributions

  308 views 6 comments 0 points Most recent by SimplyParaplanner July 2020Products & providers
• AF5 July sitting

  172 views 2 comments 0 points Most recent by riz July 2020CPD & Exams
• ClickUp and Excel

  123 views 0 comments 0 points Started by Andy_Schleider July 2020 Technology & IT