The Big Tent

• Trust/ MWPA help

  526 views 5 comments 0 points Most recent by Caro January 2021Technical stuff
• Charging for telephone calls to providers

  392 views 3 comments 0 points Most recent by arongunningham January 2021Outsourced & freelance paraplanners
• MiFID II Ex-ante disclosure for fund switches/portfolio changes

  1.1K 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  1.9K views 15 comments 0 points Most recent by Gradient November 2020New to paraplanning
• VAT & BPR products

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

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

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

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

  6.3K views 63 comments 0 points Most recent by Ugi89 November 2020CPD & Exams
• NHS Pension Input

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

  221 views 2 comments 0 points Most recent by LouieD12 November 2020Technical stuff
• Professional Attorney

  75 views 0 comments 0 points Started by Hucko November 2020 General
• Trying secure first paraplanning/administrative role after leaving the British Army.

  207 views 2 comments 0 points Most recent by Caro November 2020General
• Charges - Annual Review

  403 views 5 comments 0 points Most recent by edevan5 November 2020New to paraplanning
• Bonus sacrifice

  135 views 0 comments 0 points Started by Chris_Hindle1 November 2020 Technical stuff