The Big Tent

• Cashflow forecast growth rates

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

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

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

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

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

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

  200 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)

  143 views 4 comments 0 points Most recent by DanAtkinsonUK April 2020Technical stuff
• Platform where Client and Adviser have access and transaction privileges

  95 views 2 comments 0 points Most recent by richardgough April 2020Products & providers
• Chargeable Gain Calculation Help

  122 views 6 comments 0 points Most recent by benjaminfabi April 2020Technical stuff
• help with Terms of Business document

  229 views 1 comment 0 points Most recent by richallum April 2020Outsourced & freelance paraplanners
• Multiple cash holdings in a pension

  148 views 4 comments 0 points Most recent by richardgough April 2020Products & providers
• Aegon support during Coronavirus pandemic

  100 views 0 comments 0 points Started by Theresa_Dixon April 2020 Products & providers
• CF1 and/or R01

  2.5K views 3 comments 0 points Most recent by Caro April 2020CPD & Exams
• RO4 Revision Material / Study Buddy

  242 views 4 comments 0 points Most recent by PaulK April 2020New to paraplanning
• New entry to the world of finance and paraplanning

  758 views 6 comments 0 points Most recent by Elaine2685 April 2020New to paraplanning
• Hello

  77 views 0 comments 0 points Started by Elaine2685 April 2020 General
• Mortgage qualifications useful for Paraplanners?

  419 views 5 comments 0 points Most recent by PaulK April 2020New to paraplanning
• Pension Providers & Payslips

  94 views 1 comment 0 points Most recent by ruthiebusybee April 2020General
• J09 and iPad

  204 views 2 comments 0 points Most recent by Sean March 2020CPD & Exams
• Small Pots

  249 views 6 comments 0 points Most recent by Clare_Weight March 2020Paraplanning tips & tricks
• Pension De-risking Mid-Crisis

  181 views 2 comments 0 points Most recent by Klkritikos March 2020Technical stuff
• Zoom

  169 views 2 comments 0 points Most recent by Charplan March 2020Technology & IT
• Outsourced Paraplanners & VAT

  1K views 18 comments 0 points Most recent by richallum March 2020Outsourced & freelance paraplanners
• Aggregated Total Charge - how do I do this?!

  184 views 2 comments 0 points Most recent by arongunningham March 2020New to paraplanning
• #AdviseHer - please share your views on financial planning for women

  198 views 2 comments 0 points Most recent by Fiona March 2020General
• CISI Paraplanner Conference

  125 views 7 comments 0 points Most recent by richallum March 2020General