The Big Tent

• Barriers to exit - platforms refusing to convert funds

  101 views 2 comments 0 points Most recent by Jamie_Barnes August 2020Products & providers
• Retirement Options

  446 views 6 comments 0 points Most recent by Caroline_Singleton August 2020Paraplanning tips & tricks
• Supporting One Another

  1.8K views 71 comments 0 points Most recent by Clairebear512 August 2020General
• IHT cumulation - failed PETs and CLTs

  411 views 3 comments 0 points Most recent by Chris August 2020CPD & Exams
• Advertising/marketing question

  122 views 0 comments 0 points Started by Andy_Schleider August 2020 Outsourced & freelance paraplanners
• Infographics on Reports

  492 views 10 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks
• Centralised Retirement Propositions and prescribed procedures using Drawdown to take benefits

  688 views 13 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks
• Tax Reclaim- pension withdrawal

  163 views 4 comments 0 points Most recent by arongunningham July 2020CPD & Exams
• FundsNetwork SIPP - Small Pots

  116 views 2 comments 0 points Most recent by MartinRooks July 2020Products & providers
• DB APTA and future annuity

  150 views 1 comment 0 points Most recent by Suse1969 July 2020Technical stuff
• Platforms and Annual Reviews

  156 views 2 comments 0 points Most recent by arongunningham July 2020Products & providers
• Volunteering Opportunity

  184 views 0 comments 0 points Started by leodennis94 July 2020 New to paraplanning
• TVC Help - State Pension Adjustment

  229 views 4 comments 0 points Most recent by Andy_Schleider July 2020Technical stuff
• Deferring the State Pension

  138 views 3 comments 0 points Most recent by Northface July 2020Technical stuff
• Unipass Letter of Authority

  133 views 0 comments 0 points Started by CHMDMC00 July 2020 Administrator's Tent
• Paraplanners wanted for paid research project

  169 views 0 comments 0 points Started by richallum July 2020 General
• Tax planning software

  126 views 0 comments 0 points Started by Chris_Hindle1 July 2020 Technology & IT
• AF1 - anyone planning on taking in October?

  223 views 4 comments 0 points Most recent by TanC July 2020CPD & Exams
• Pru Tax Relief Modeller

  188 views 0 comments 0 points Started by Nath July 2020 Technical stuff
• R06 July (remote exam)

  2K views 39 comments 0 points Most recent by JonPaulEllis July 2020CPD & Exams
• AF7 July 2020

  331 views 4 comments 0 points Most recent by PSA456 July 2020CPD & Exams
• US Resident JISA

  120 views 2 comments 0 points Most recent by Calvert76 July 2020Technical stuff
• Pension that accepts gross personal contributions

  317 views 6 comments 0 points Most recent by SimplyParaplanner July 2020Products & providers
• AF5 July sitting

  176 views 2 comments 0 points Most recent by riz July 2020CPD & Exams
• ClickUp and Excel

  131 views 0 comments 0 points Started by Andy_Schleider July 2020 Technology & IT
• J03 Study & Exam

  105 views 0 comments 0 points Started by Sueh59 July 2020 CPD & Exams
• Portfolio Potential Loss Report

  127 views 1 comment 0 points Most recent by Nath July 2020Technology & IT
• Anybody have experience of the Embark platform?

  242 views 4 comments 0 points Most recent by Nath July 2020Products & providers
• Cii post case study (R06)

  250 views 9 comments 0 points Most recent by Rob June 2020CPD & Exams
• Exam tips

  118 views 0 comments 0 points Started by Gayle June 2020 CPD & Exams