The Big Tent

• J09 Help

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

  1K views 36 comments 0 points Most recent by richallum June 2020Outsourced & freelance paraplanners
• Discounted Gift Trusts

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

  558 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

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

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

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

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

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

  105 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

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

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

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

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

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

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

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

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

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

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

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

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

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

  98 views 2 comments 0 points Most recent by richardgough April 2020Products & providers
• Chargeable Gain Calculation Help

  132 views 6 comments 0 points Most recent by benjaminfabi April 2020Technical stuff
• help with Terms of Business document

  255 views 1 comment 0 points Most recent by richallum April 2020Outsourced & freelance paraplanners
• Multiple cash holdings in a pension

  164 views 4 comments 0 points Most recent by richardgough April 2020Products & providers
• Aegon support during Coronavirus pandemic

  103 views 0 comments 0 points Started by Theresa_Dixon April 2020 Products & providers