The Big Tent

• Reporting requirements for LSA & LSDBA

  83 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Consideration of the clients workplace pension

  130 views 3 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Seccl - I'm interested in your views!

  66 views 0 comments 0 points Started by SarahComptonHall October 2024 Technology & IT
• Client servicing level / segmentation

  46 views 0 comments 0 points Started by Jona October 2024 General
• Outsource Paraplanner Firm Seeking Clients

  147 views 0 comments 0 points Started by Otsrce_Paraplanner October 2024 Outsourced & freelance paraplanners
• Disproportionate bond gains

  227 views 6 comments 0 points Most recent by les_cameron October 2024Technical stuff
• Freelance Paraplanner Seeking Clients

  141 views 0 comments 0 points Started by CParker October 2024 Outsourced & freelance paraplanners
• Settlor's spouse/civil partner as beneficiary

  78 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• CII R0 exam learning materials

  140 views 4 comments 0 points Most recent by OlGan October 2024CPD & Exams
• Bondcalc - Updated

  70 views 0 comments 0 points Started by sentinel555 October 2024 Technology & IT
• Outsourced Paraplanning Charges

  283 views 4 comments 0 points Most recent by benjaminfabi October 2024Outsourced & freelance paraplanners
• Labour Changes and Clients wishing to Take PCLS

  448 views 17 comments 0 points Most recent by benjaminfabi September 2024General
• Freelance Paraplanning Work Opportunities

  153 views 0 comments 0 points Started by Tory September 2024 Outsourced & freelance paraplanners
• Time Apportionment Relief

  66 views 4 comments 0 points Most recent by les_cameron September 2024Technical stuff
• Offshore bonds & VAT

  136 views 1 comment 0 points Most recent by TomLloyd_Read September 2024Technical stuff
• TTFAC - operational practice

  51 views 0 comments 0 points Started by benjaminfabi September 2024 Technical stuff
• MPS and CIP Support

  75 views 0 comments 0 points Started by cottesmore22 September 2024 Products & providers
• Platform & Investment Research

  289 views 3 comments 0 points Most recent by cottesmore22 September 2024Technology & IT
• STEP Diploma

  118 views 1 comment 0 points Most recent by SA96 September 2024CPD & Exams
• AF4 - October Sitting

  166 views 2 comments 0 points Most recent by petorb September 2024CPD & Exams
• Enhanced Protection and Transitional Certificate

  80 views 3 comments 0 points Most recent by SA96 September 2024Technical stuff
• Pensions Engagement Season 2024 - useful resources

  53 views 0 comments 0 points Started by Ssandle September 2024 Supporter Tent
• Top Slice Gain & Top Slice Relief

  89 views 1 comment 0 points Most recent by les_cameron September 2024Technical stuff
• R0

  81 views 0 comments 0 points Started by Chris1 September 2024 CPD & Exams
• LSA Reduction

  83 views 1 comment 0 points Most recent by les_cameron September 2024Technical stuff
• Lasting Power of Attorney investment decisions

  206 views 14 comments 0 points Most recent by GolfPutt21 September 2024Technical stuff
• Alternatives to Property funds: REITs?

  52 views 0 comments 0 points Started by MothiusManius September 2024 Products & providers
• FSCS & offshore bonds

  2.2K views 8 comments 0 points Most recent by HR246 September 2024Technical stuff
• Questions from a prospective career switcher to paraplanning!

  152 views 2 comments 0 points Most recent by HikerSean September 2024New to paraplanning
• Transcription software & AI meeting notes

  222 views 7 comments 0 points Most recent by Sean_Fernyhough August 2024Technology & IT