The Big Tent

• Pension Protection Fund

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• Rebroking Life Cover

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• Letter template for Annual Review (Investments)

  604 views 2 comments 0 points Most recent by TerrierLady June 2020General
• Pension freedoms and means-tested benefits

  103 views 4 comments 0 points Most recent by Nathan June 2020Technical stuff
• J09 Help

  201 views 0 comments 0 points Started by luisamato June 2020 CPD & Exams
• Running a small business during COVID-19

  999 views 36 comments 0 points Most recent by richallum June 2020Outsourced & freelance paraplanners
• Discounted Gift Trusts

  349 views 7 comments 0 points Most recent by Caro June 2020Technical stuff
• April 2020 exam sittings - do you think these will go ahead?

  554 views 13 comments 0 points Most recent by EmKate June 2020CPD & Exams
• 'Lower value' clients

  232 views 5 comments 0 points Most recent by Gustavo_Fring June 2020General
• Electronically Signing Documents

  262 views 8 comments 0 points Most recent by GallusAlice May 2020Technology & IT
• Electronic Signatures - Nitro Cloud

  62 views 0 comments 0 points Started by juliet May 2020 Technology & IT
• Trusts at maturity of policy

  526 views 3 comments 0 points Most recent by TomLloyd_Read May 2020Technical stuff
• 360 Templates

  212 views 9 comments 0 points Most recent by parawhat May 2020General
• Benchmarks and Risk-mapping CIPs. What do you do?

  178 views 3 comments 0 points Most recent by parawhat May 2020Technology & IT
• Pension - AA Breach / DB Scheme Pays

  104 views 2 comments 0 points Most recent by Maddy May 2020Technical stuff
• Fancy a brew? ☕😊

  94 views 0 comments 0 points Started by Caro May 2020 General
• St James Place

  262 views 2 comments 0 points Most recent by bonnerk May 2020Products & providers
• Recommend me an office chair

  197 views 6 comments 0 points Most recent by Gustavo_Fring May 2020General
• Cashflow forecast growth rates

  615 views 10 comments 0 points Most recent by Gustavo_Fring May 2020Technical stuff
• Report writing tools v internal templates

  295 views 3 comments 0 points Most recent by Chris_Hindle1 May 2020General
• Outsourcing Task - Final Salary

  251 views 3 comments 0 points Most recent by richallum May 2020Outsourced & freelance paraplanners
• Serious Illness Cover versus Critical Illness Cover

  66 views 0 comments 0 points Started by MLokhandwala May 2020 Technical stuff
• Intranet/Company Share Space

  125 views 2 comments 0 points Most recent by Caro April 2020Technology & IT
• Defaqto Engage Report Writing Soultion - Comments?

  200 views 1 comment 0 points Most recent by Clare_Weight April 2020Technology & IT
• Benchmarks and Risk-mapping CIPs. What do you do?

  205 views 0 comments 0 points Started by LizziSmith April 2020 Paraplanning tips & tricks
• The Ultimate Paraplanner Questionnaire 2020!

  260 views 2 comments 0 points Most recent by PPWow April 2020General
• LISAs

  93 views 2 comments 0 points Most recent by Colin1980 April 2020Technical stuff
• Cash Management Providers

  126 views 3 comments 0 points Most recent by victoriabarberops April 2020Products & providers
• AXA (now Phoenix) Family Sun Trust (& underlying investment)

  162 views 4 comments 0 points Most recent by DanAtkinsonUK April 2020Technical stuff
• Platform where Client and Adviser have access and transaction privileges

  97 views 2 comments 0 points Most recent by richardgough April 2020Products & providers