The Big Tent

• Life before paraplanning

  1K views 25 comments 0 points Most recent by Navigator February 2020General
• CII/PFS membership fees

  611 views 18 comments 0 points Most recent by Navigator February 2020CPD & Exams
• A Harvest question

  129 views 3 comments 0 points Most recent by Navigator February 2020Technology & IT
• Individual Protection 2016 - reference number

  107 views 1 comment 0 points Most recent by Nath February 2020General
• AF1

  186 views 0 comments 0 points Started by MLokhandwala February 2020 CPD & Exams
• Old study texts

  131 views 0 comments 0 points Started by Andy_Schleider February 2020 CPD & Exams
• Equity Release ER1

  264 views 3 comments 0 points Most recent by DanAtkinsonUK February 2020CPD & Exams
• Any guidance appreciated

  478 views 3 comments 0 points Most recent by SamD February 2020Outsourced & freelance paraplanners
• Pension Schemes and Life Assurance policies held in trust

  207 views 5 comments 0 points Most recent by Jona February 2020Technical stuff
• R01 Book

  235 views 2 comments 0 points Most recent by AnnaT February 2020CPD & Exams
• CGT on Ongoing Adviser Fees

  261 views 3 comments 0 points Most recent by benjaminfabi February 2020Technical stuff
• Insured funds vs Institutional

  285 views 2 comments 0 points Most recent by benjaminfabi February 2020General
• Assessing an interviewee's writing ability

  645 views 13 comments 0 points Most recent by richallum February 2020Team leaders & managers
• R03

  314 views 3 comments 0 points Most recent by Andrewpricecomposer February 2020CPD & Exams
• Paraplanner needed

  460 views 1 comment 0 points Most recent by richallum January 2020Outsourced & freelance paraplanners
• Adviser to Paraplanner Report/advice request forms

  1.1K views 6 comments 0 points Most recent by Navigator January 2020Paraplanning tips & tricks
• Consolidating Funds/Shares - Book cost?

  294 views 9 comments 0 points Most recent by benjaminfabi January 2020Technical stuff
• Developing paraplanning skills

  207 views 3 comments 0 points Most recent by Clare_Weight January 2020General
• Business Email

  202 views 11 comments 0 points Most recent by AlbertaNK January 2020Outsourced & freelance paraplanners
• Certificate in Paraplanning

  246 views 1 comment 0 points Most recent by Clare_Weight January 2020CPD & Exams
• GDPR - Email Encryption

  639 views 10 comments 0 points Most recent by Clare_Weight January 2020Technology & IT
• Spending capital

  160 views 3 comments 0 points Most recent by Nathan January 2020Technical stuff
• Negative Trading Costs

  90 views 1 comment 0 points Most recent by benjaminfabi January 2020Technical stuff
• Money Alive

  204 views 3 comments 0 points Most recent by Suse1969 January 2020Products & providers
• LTA vs IHT

  276 views 5 comments 0 points Most recent by arongunningham January 2020Paraplanning tips & tricks
• Ethical & Impact Investing CPD

  175 views 2 comments 0 points Most recent by DanAtkinsonUK January 2020Products & providers
• R06 on Monday

  111 views 0 comments 0 points Started by scotty January 2020 CPD & Exams
• CPD Sources

  265 views 8 comments 0 points Most recent by Caro January 2020CPD & Exams
• Private Client Investment Advice & Management (PCIAM) CISI

  1.3K views 5 comments 0 points Most recent by JohnBoy January 2020CPD & Exams
• Using iPAD or Tablets for clients to input data and sign docs

  80 views 0 comments 0 points Started by GallusAlice January 2020 Technology & IT