The Big Tent

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• Discounted Gift Trusts

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

  574 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

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• Trusts at maturity of policy

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• 360 Templates

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

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• Pension - AA Breach / DB Scheme Pays

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• Fancy a brew? ☕😊

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• 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

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

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• Serious Illness Cover versus Critical Illness Cover

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

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• Defaqto Engage Report Writing Soultion - Comments?

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

  217 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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• Cash Management Providers

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• AXA (now Phoenix) Family Sun Trust (& underlying investment)

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

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• Chargeable Gain Calculation Help

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

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

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