The Big Tent

• 'Lower value' clients

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

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

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

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

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

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

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

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

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

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

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

  304 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

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

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

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

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

  264 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

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

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

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

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

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

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

  112 views 0 comments 0 points Started by Theresa_Dixon April 2020 Products & providers
• CF1 and/or R01

  2.8K views 3 comments 0 points Most recent by Caro April 2020CPD & Exams
• RO4 Revision Material / Study Buddy

  273 views 4 comments 0 points Most recent by PaulK April 2020New to paraplanning
• New entry to the world of finance and paraplanning

  784 views 6 comments 0 points Most recent by Elaine2685 April 2020New to paraplanning
• Hello

  85 views 0 comments 0 points Started by Elaine2685 April 2020 General