The Big Tent

• Pension review tools

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

  113 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

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

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

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

  167 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

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

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

  128 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

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

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

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

  255 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

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

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

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

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

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

  367 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

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

  214 views 4 comments 0 points Most recent by ClaireE1 December 2020CPD & Exams
• Transferring stock to a spouse

  128 views 1 comment 0 points Most recent by PPWow December 2020Technical stuff
• Help on R04

  204 views 3 comments 0 points Most recent by Anna03 December 2020CPD & Exams
• Project management - webinars/reading?

  146 views 4 comments 0 points Most recent by ruthiebusybee December 2020General
• Help for anyone trying to break into Paraplanning and financial planning

  371 views 1 comment 0 points Most recent by StephenH December 2020New to paraplanning