The Big Tent

• Good speaker on wills, POA & deed of variation

  115 views 3 comments 0 points Most recent by richallum August 2021General
• Freelance Work required

  145 views 0 comments 0 points Started by MikeM August 2021 Outsourced & freelance paraplanners
• Complaints to Providers on behalf of clients

  137 views 1 comment 0 points Most recent by richardgough August 2021General
• Staff Appraisals

  201 views 1 comment 0 points Most recent by Nath July 2021Team leaders & managers
• Trust on Pension Death Benefits

  149 views 2 comments 0 points Most recent by benjaminfabi July 2021Technical stuff
• Complex Life Assurance - Cancer diagnosis

  114 views 2 comments 0 points Most recent by KathrynKnowles July 2021Products & providers
• Comparing investment performance

  143 views 2 comments 0 points Most recent by benjaminfabi July 2021Technical stuff
• Flexible Reversionary Trusts

  143 views 2 comments 0 points Most recent by Charlotte_Collier July 2021Technical stuff
• Corporate investment - the practical stuff

  82 views 0 comments 0 points Started by Hnew July 2021 Technical stuff
• New to Paraplanning Team Leader Role

  237 views 1 comment 0 points Most recent by Gustavo_Fring July 2021Team leaders & managers
• Cash Flow Modelling

  313 views 5 comments 0 points Most recent by Andy_Schleider June 2021General
• Employing staff - costs

  172 views 1 comment 0 points Most recent by benjaminfabi June 2021Outsourced & freelance paraplanners
• Ultra Low Cost MPS

  226 views 2 comments 0 points Most recent by sophieausten June 2021Products & providers
• SIPP Annual Review with Commercial Property

  104 views 2 comments 0 points Most recent by GallusAlice June 2021Technical stuff
• Fintegrate

  202 views 4 comments 0 points Most recent by TimMatthias June 2021Technology & IT
• R06 July 2021 Exam - Case study out

  370 views 0 comments 0 points Started by Wildcherry June 2021 CPD & Exams
• Trust Register - How are people documenting this in reports

  143 views 2 comments 0 points Most recent by arongunningham June 2021Technical stuff
• Web Domains

  66 views 0 comments 0 points Started by Nathan June 2021 Outsourced & freelance paraplanners
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  68 views 0 comments 0 points Started by Caro June 2021 General
• ESG research

  165 views 4 comments 0 points Most recent by ruthiebusybee June 2021General
• Pension Cost Comparison (OCF v OCF or OCF v MIFID II charges)

  166 views 2 comments 0 points Most recent by Mosher June 2021Technical stuff
• When to report chargeable events

  194 views 2 comments 0 points Most recent by ruthiebusybee June 2021General
• IHT & Trusts

  185 views 3 comments 0 points Most recent by richardgough June 2021Technical stuff
• Voyant question: Earnings Growth

  83 views 1 comment 0 points Most recent by richardgough May 2021Technical stuff
• For any paraplanners who'd like to raise their profile

  187 views 0 comments 0 points Started by Admin May 2021 General
• QROPS Quandary

  82 views 0 comments 0 points Started by PKO7375 May 2021 Technical stuff
• AF4 & PCIAM

  262 views 1 comment 0 points Most recent by Gayle May 2021CPD & Exams
• History of provider name changes, takeovers and merges etc.

  132 views 4 comments 0 points Most recent by PPWow May 2021General
• Life Protection Shortfall Calculator

  101 views 2 comments 0 points Most recent by Complady May 2021Technical stuff
• Back office data and Regulatory data

  88 views 2 comments 0 points Most recent by richallum May 2021General