The Big Tent

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• Pension Protection Fund

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• Letter template for Annual Review (Investments)

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• Pension freedoms and means-tested benefits

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• J09 Help

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• Running a small business during COVID-19

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• Discounted Gift Trusts

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• April 2020 exam sittings - do you think these will go ahead?

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

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• Electronically Signing Documents

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• Electronic Signatures - Nitro Cloud

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

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• 360 Templates

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• Benchmarks and Risk-mapping CIPs. What do you do?

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

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• Fancy a brew? ☕😊

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

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• Recommend me an office chair

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• Cashflow forecast growth rates

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• Report writing tools v internal templates

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

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

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

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

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

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

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• LISAs

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