The Big Tent

• Retirement Options

  152 views 6 comments 0 points Most recent by Caroline_Singleton August 14Paraplanning tips & tricks
• Supporting One Another

  1.6K views 71 comments 0 points Most recent by Clairebear512 August 13General
• IHT cumulation - failed PETs and CLTs

  124 views 3 comments 0 points Most recent by Chris August 10CPD & Exams
• AF8

  3.5K views 34 comments 0 points Most recent by gc4558 August 7CPD & Exams
• Advertising/marketing question

  62 views 0 comments 0 points Started by Andy_Schleider August 5 Outsourced & freelance paraplanners
• Infographics on Reports

  311 views 10 comments 0 points Most recent by parawhat August 5Paraplanning tips & tricks
• Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits

  417 views 13 comments 0 points Most recent by parawhat August 5Paraplanning tips & tricks
• Tax Reclaim- pension withdrawal

  86 views 4 comments 0 points Most recent by arongunningham July 31CPD & Exams
• FundsNetwork SIPP - Small Pots

  65 views 2 comments 0 points Most recent by MartinRooks July 31Products & providers
• DB APTA and future annuity

  75 views 1 comment 0 points Most recent by Suse1969 July 30Technical stuff
• Platforms and Annual Reviews

  106 views 2 comments 0 points Most recent by arongunningham July 30Products & providers
• Volunteering Opportunity

  104 views 0 comments 0 points Started by leodennis94 July 29 New to paraplanning
• TVC Help - State Pension Adjustment

  97 views 4 comments 0 points Most recent by Andy_Schleider July 26Technical stuff
• Deferring the State Pension

  99 views 3 comments 0 points Most recent by Northface July 26Technical stuff
• Paraplanners wanted for paid research project

  134 views 0 comments 0 points Started by richallum July 24 General
• Tax planning software

  54 views 0 comments 0 points Started by Chris_Hindle1 July 19 Technology & IT
• AF1 - anyone planning on taking in October?

  157 views 5 comments 0 points Most recent by LiamD0529 July 17CPD & Exams
• Pru Tax Relief Modeller

  77 views 0 comments 0 points Started by Nath July 15 Technical stuff
• R06 July (remote exam)

  1.4K views 39 comments 0 points Most recent by JonPaulEllis July 14CPD & Exams
• AF7 July 2020

  230 views 5 comments 0 points Most recent by PSA456 July 13CPD & Exams
• US Resident JISA

  90 views 2 comments 0 points Most recent by Calvert76 July 12Technical stuff
• Pension that accepts gross personal contributions

  282 views 6 comments 0 points Most recent by SimplyParaplanner July 11Products & providers
• AF5 July sitting

  140 views 2 comments 0 points Most recent by riz July 9CPD & Exams
• ClickUp and Excel

  65 views 0 comments 0 points Started by Andy_Schleider July 4 Technology & IT
• J03 Study & Exam

  45 views 0 comments 0 points Started by Sueh59 July 3 CPD & Exams
• Portfolio Potential Loss Report

  76 views 1 comment 0 points Most recent by Nath July 3Technology & IT
• Anybody have experience of the Embark platform?

  203 views 4 comments 0 points Most recent by Nath July 3Products & providers
• R06 January

  661 views 17 comments 0 points Most recent by Nicole June 30CPD & Exams
• Cii post case study (R06)

  219 views 9 comments 0 points Most recent by Rob June 30CPD & Exams
• MiFID II Ex-ante disclosure for fund switches/portfolio changes

  269 views 4 comments 0 points Most recent by Alexrubenjoel June 30Technical stuff