The Big Tent

• St James Place

  173 views 2 comments 0 points Most recent by bonnerk May 14Products & providers
• Recommend me an office chair

  150 views 6 comments 0 points Most recent by Gustavo_Fring May 12General
• Cashflow forecast growth rates

  328 views 10 comments 0 points Most recent by Gustavo_Fring May 12Technical stuff
• Report writing tools v internal templates

  125 views 3 comments 0 points Most recent by Chris_Hindle1 May 10General
• Outsourcing Task - Final Salary

  131 views 3 comments 0 points Most recent by richallum May 6Outsourced & freelance paraplanners
• Serious Illness Cover versus Critical Illness Cover

  28 views 0 comments 0 points Started by MLokhandwala May 1 Technical stuff
• Intranet/Company Share Space

  75 views 2 comments 0 points Most recent by Caro April 25Technology & IT
• Defaqto Engage Report Writing Soultion - Comments?

  61 views 1 comment 0 points Most recent by Clare_Weight April 24Technology & IT
• Benchmarks and Risk-mapping CIPs. What do you do?

  47 views 0 comments 0 points Started by LizziSmith April 24 Paraplanning tips & tricks
• The Ultimate Paraplanner Questionnaire 2020!

  215 views 2 comments 0 points Most recent by PPWow April 22General
• LISAs

  71 views 2 comments 0 points Most recent by Colin1980 April 21Technical stuff
• Cash Management Providers

  82 views 3 comments 0 points Most recent by victoriabarberops April 20Products & providers
• AXA (now Phoenix) Family Sun Trust (& underlying investment)

  60 views 4 comments 0 points Most recent by DanAtkinsonUK April 18Technical stuff
• Platform where Client and Adviser have access and transaction privileges

  72 views 2 comments 0 points Most recent by richardgough April 17Products & providers
• Chargeable Gain Calculation Help

  79 views 6 comments 0 points Most recent by benjaminfabi April 17Technical stuff
• help with Terms of Business document

  58 views 1 comment 0 points Most recent by richallum April 16Outsourced & freelance paraplanners
• Multiple cash holdings in a pension

  103 views 4 comments 0 points Most recent by richardgough April 16Products & providers
• AF6 Coursework

  140 views 2 comments 0 points Most recent by SW1990 April 15CPD & Exams
• Aegon support during Coronavirus pandemic

  59 views 0 comments 0 points Started by Theresa_Dixon April 15 Products & providers
• CF1 and/or R01

  134 views 3 comments 0 points Most recent by Caro April 15CPD & Exams
• RO4 Revision Material / Study Buddy

  129 views 4 comments 0 points Most recent by PaulK April 14New to paraplanning
• New entry to the world of finance and paraplanning

  612 views 6 comments 0 points Most recent by Elaine2685 April 12New to paraplanning
• Hello

  53 views 0 comments 0 points Started by Elaine2685 April 12 General
• Mortgage qualifications useful for Paraplanners?

  177 views 5 comments 0 points Most recent by PaulK April 8New to paraplanning
• Pension Providers & Payslips

  65 views 1 comment 0 points Most recent by ruthiebusybee April 8General
• J09 and iPad

  138 views 2 comments 0 points Most recent by Sean March 31CPD & Exams
• Small Pots

  140 views 6 comments 0 points Most recent by Clare_Weight March 25Paraplanning tips & tricks
• Pension De-risking Mid-Crisis

  139 views 2 comments 0 points Most recent by Klkritikos March 24Technical stuff
• Zoom

  146 views 2 comments 0 points Most recent by Charplan March 23Technology & IT
• Outsourced Paraplanners & VAT

  372 views 18 comments 0 points Most recent by richallum March 17Outsourced & freelance paraplanners