The Big Tent

• Investment Bond encashment within a SSAS

  66 views 2 comments 0 points Most recent by Colin1980 January 11Technical stuff
• Trust/ MWPA help

  114 views 5 comments 0 points Most recent by Caro January 8Technical stuff
• Charging for telephone calls to providers

  153 views 3 comments 0 points Most recent by arongunningham January 7Outsourced & freelance paraplanners
• MiFID II Ex-ante disclosure for fund switches/portfolio changes

  445 views 7 comments 0 points Most recent by benjaminfabi December 2020Technical stuff
• Difference between a Model Portfolio vs ie Scottish Widows Pension Portfolio or RL Governed Portfoli

  146 views 8 comments 0 points Most recent by arongunningham December 2020Technical stuff
• RO2 question query

  137 views 4 comments 0 points Most recent by ClaireE1 December 2020CPD & Exams
• Transferring stock to a spouse

  87 views 1 comment 0 points Most recent by PPWow December 2020Technical stuff
• Help on R04

  124 views 3 comments 0 points Most recent by Anna03 December 2020CPD & Exams
• Project management - webinars/reading?

  112 views 4 comments 0 points Most recent by ruthiebusybee December 2020General
• Help for anyone trying to break into Paraplanning and financial planning

  200 views 1 comment 0 points Most recent by StephenH December 2020New to paraplanning
• AF1 - February 2021

  96 views 0 comments 0 points Started by Alexander December 2020 CPD & Exams
• Are you organising a virtual Christmas do?

  135 views 5 comments 0 points Most recent by Clare_Weight December 2020General
• Complete IT support shake-up - opinions please!

  399 views 18 comments 0 points Most recent by richallum December 2020Technology & IT
• Dutch funds for UK investors

  63 views 2 comments 0 points Most recent by DanAtkinsonUK December 2020Technical stuff
• Initial Costs

  155 views 3 comments 0 points Most recent by Andy_Schleider December 2020Outsourced & freelance paraplanners
• MPS Info

  113 views 3 comments 0 points Most recent by arongunningham December 2020Technical stuff
• AF exams - sitting more than one at a time

  175 views 4 comments 0 points Most recent by SW1990 December 2020CPD & Exams
• Pension Switching - Selectapension vs Adviserasset

  93 views 1 comment 0 points Most recent by richardgough November 2020Products & providers
• Pension sharing and getting information from providers

  79 views 2 comments 0 points Most recent by Marta November 2020Technical stuff
• Future paraplanner seeking career advice

  638 views 15 comments 0 points Most recent by Gradient November 2020New to paraplanning
• VAT & BPR products

  75 views 3 comments 0 points Most recent by james_macaulay November 2020Technical stuff
• Dynamic Planner - Hints & Tips?

  203 views 4 comments 0 points Most recent by SteveC November 2020Paraplanning tips & tricks
• R06 January 2021

  217 views 1 comment 0 points Most recent by Royals430 November 2020CPD & Exams
• The Paraplanner Standard .....?

  221 views 5 comments 0 points Most recent by bambi November 2020General
• R04

  4K views 63 comments 0 points Most recent by Ugi89 November 2020CPD & Exams
• NHS Pension Input

  86 views 1 comment 0 points Most recent by GarethM November 2020Technical stuff
• Recycling Equity Release funds into a DGT

  92 views 2 comments 0 points Most recent by LouieD12 November 2020Technical stuff
• Changing careers within financial services

  214 views 5 comments 0 points Most recent by AlexM November 2020New to paraplanning
• Professional Attorney

  37 views 0 comments 0 points Started by Hucko November 2020 General
• R04

  385 views 6 comments 0 points Most recent by mrb November 2020CPD & Exams