The Big Tent

• Trusts, MPS and Investment Policy Statements

  45 views 1 comment 0 points Most recent by les_cameron January 21Technical stuff
• Views on a couple of technology providers

  81 views 0 comments 0 points Started by Wildparaplanner January 15 Technology & IT
• Task Management System

  120 views 5 comments 0 points Most recent by benjaminfabi January 13Products & providers
• Help for a Job Interview

  230 views 7 comments 0 points Most recent by Nathan January 10New to paraplanning
• Data gathering

  62 views 1 comment 0 points Most recent by Nathan January 10General
• Structured Training for Trainee Paraplanner

  545 views 7 comments 0 points Most recent by amelia1983 January 7Team leaders & managers
• What qualifications are needed for DB pension reports

  99 views 3 comments 0 points Most recent by JouneyToFreelance January 7CPD & Exams
• QROPS and TTFAC

  147 views 5 comments 0 points Most recent by Graham_Turner January 3Technical stuff
• Allowable expenses

  85 views 1 comment 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  93 views 0 comments 0 points Started by MLokhandwala December 2024 Team leaders & managers
• Drawing taxable income from pension to fund WOL policy

  171 views 8 comments 0 points Most recent by les_cameron December 2024Technical stuff
• Full transfer of GMP to a lifetime annuity

  141 views 10 comments 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Interaction of Loans, Gifts and CLTs

  61 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• People who took PCLS before the Budget and returned it using "cancellation rights"

  274 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Canada Life pension transfer to the UK

  90 views 2 comments 0 points Most recent by les_cameron December 2024Technical stuff
• AF8 Assignment 3

  789 views 7 comments 0 points Most recent by MaggieT December 2024CPD & Exams
• Joint whole of life on second death

  147 views 4 comments 0 points Most recent by GolfPutt21 December 2024Technical stuff
• Cash ISAs for children - parental settlement?

  77 views 2 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• CGT - pre & post budget

  130 views 4 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• M&G wrapper comparison tool

  108 views 2 comments 0 points Most recent by smith November 2024Technical stuff
• Scheme Specific TFC and the new Lump Sum Allowance

  342 views 9 comments 0 points Most recent by les_cameron November 2024Technical stuff
• JO9 - any advice?

  3.4K views 14 comments 0 points Most recent by Manall_hb November 2024CPD & Exams
• Two AF exams in same session?

  150 views 3 comments 0 points Most recent by benjaminfabi November 2024CPD & Exams
• Budget October 2024 - Pensions and IHT

  272 views 6 comments 0 points Most recent by les_cameron November 2024Technical stuff
• Research Tools - Questionnaire for providers

  76 views 0 comments 0 points Started by LKJ23 November 2024 Technology & IT
• AF8 - Cashflow

  176 views 3 comments 0 points Most recent by RachelHalton November 2024CPD & Exams
• FE Analytics Exam

  147 views 2 comments 0 points Most recent by Nath November 2024CPD & Exams
• Agent as Client for DIMs and changing DIMs

  145 views 5 comments 0 points Most recent by benjaminfabi October 2024General
• AdviserCloud

  62 views 0 comments 0 points Started by Kitkil October 2024 General
• SIPPs for non-uk residents

  62 views 1 comment 0 points Most recent by SA96 October 2024Technical stuff